Venturi Wealth Management’s Brighthouse Financial BHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-682
| Closed | -$32.8K | – | 704 |
|
|
2024
Q4 | $32.8K | Buy |
682
+61
| +10% | +$2.93K | ﹤0.01% | 1141 |
|
|
2024
Q3 | $28K | Buy |
621
+564
| +989% | +$25.4K | ﹤0.01% | 935 |
|
|
2024
Q2 | $2.47K | Sell |
57
-155
| -73% | -$6.72K | ﹤0.01% | 1335 |
|
|
2024
Q1 | $10.9K | Buy |
212
+161
| +316% | +$8.3K | ﹤0.01% | 914 |
|
|
2023
Q4 | $2.7K | Hold |
51
| – | – | ﹤0.01% | 1144 |
|
|
2023
Q3 | $2.5K | Buy |
+51
| New | +$2.5K | ﹤0.01% | 1122 |
|