Sunbelt Securities’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7K | Buy |
726
+451
| +164% | +$25.9K | ﹤0.01% | 987 |
|
|
2025
Q1 | $14.4K | Sell |
275
-451
| -62% | -$23.6K | ﹤0.01% | 1190 |
|
|
2024
Q4 | $41.6K | Buy |
726
+451
| +164% | +$25.9K | ﹤0.01% | 986 |
|
|
2024
Q3 | $14.6K | Buy |
+275
| New | +$14.6K | ﹤0.01% | 1224 |
|
|
2023
Q4 | – | Sell |
-811
| Closed | -$25.3K | – | 1708 |
|
|
2023
Q3 | $25.3K | Buy |
811
+794
| +4,671% | +$24.8K | ﹤0.01% | 952 |
|
|
2023
Q2 | $589 | Hold |
17
| – | – | ﹤0.01% | 1577 |
|
|
2023
Q1 | $552 | Buy |
+17
| New | +$552 | ﹤0.01% | 1542 |
|
|
2020
Q1 | – | Sell |
-26,153
| Closed | -$809K | – | 399 |
|
|
2019
Q4 | $809K | Buy |
26,153
+22
| +0.1% | +$681 | 0.09% | 226 |
|
|
2019
Q3 | $742K | Buy |
+26,131
| New | +$742K | 0.08% | 222 |
|
|
2016
Q3 | – | Sell |
-14,154
| Closed | -$250K | – | 110 |
|
|
2016
Q2 | $250K | Sell |
14,154
-35,012
| -71% | -$618K | 0.33% | 76 |
|
|
2016
Q1 | $901K | Sell |
49,166
-397
| -0.8% | -$7.28K | 1.31% | 17 |
|
|
2015
Q4 | $823K | Buy |
49,563
+10,530
| +27% | +$175K | 1.16% | 18 |
|
|
2015
Q3 | $646K | Buy |
39,033
+3,801
| +11% | +$62.9K | 0.88% | 22 |
|
|
2015
Q2 | $648K | Buy |
35,232
+12,303
| +54% | +$226K | 0.89% | 22 |
|
|
2015
Q1 | $432K | Buy |
22,929
+1,014
| +5% | +$19.1K | 0.64% | 37 |
|
|
2014
Q4 | $386K | Buy |
+21,915
| New | +$386K | 0.51% | 42 |
|