Summit Global Investments’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,540
| Closed | -$430K | – | 537 |
|
|
2024
Q3 | $430K | Buy |
+9,540
| New | +$430K | 0.03% | 381 |
|
|
2024
Q2 | – | Sell |
-19,930
| Closed | -$1.03M | – | 501 |
|
|
2024
Q1 | $1.03M | Sell |
19,930
-4,761
| -19% | -$245K | 0.08% | 207 |
|
|
2023
Q4 | $1.31M | Buy |
24,691
+1,946
| +9% | +$103K | 0.09% | 191 |
|
|
2023
Q3 | $1.11M | Buy |
+22,745
| New | +$1.11M | 0.07% | 202 |
|
|
2023
Q2 | – | Sell |
-6,808
| Closed | -$300K | – | 542 |
|
|
2023
Q1 | $300K | Buy |
+6,808
| New | +$300K | 0.02% | 425 |
|
|
2022
Q2 | – | Sell |
-20,959
| Closed | -$1.08M | – | 465 |
|
|
2022
Q1 | $1.08M | Buy |
+20,959
| New | +$1.08M | 0.08% | 225 |
|
|
2021
Q3 | – | Sell |
-78,043
| Closed | -$3.55M | – | 472 |
|
|
2021
Q2 | $3.55M | Buy |
+78,043
| New | +$3.55M | 0.21% | 93 |
|