SVB Wealth’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-53
| Closed | -$2.66K | – | 630 |
|
|
2025
Q1 | $2.66K | Buy |
+53
| New | +$2.66K | ﹤0.01% | 1171 |
|
|
2021
Q4 | – | Sell |
-7,425
| Closed | -$598K | – | 827 |
|
|
2021
Q3 | $598K | Buy |
7,425
+1,250
| +20% | +$101K | 0.01% | 548 |
|
|
2021
Q2 | $513K | Buy |
6,175
+1,952
| +46% | +$162K | 0.01% | 566 |
|
|
2021
Q1 | $378K | Buy |
+4,223
| New | +$378K | 0.01% | 598 |
|