Victory Capital Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-61,254
| Closed | -$903K | – | 2903 |
|
|
2021
Q2 | $903K | Buy |
61,254
+20,223
| +49% | +$298K | ﹤0.01% | 1930 |
|
|
2021
Q1 | $547K | Sell |
41,031
-72,277
| -64% | -$964K | ﹤0.01% | 2164 |
|
|
2020
Q4 | $957K | Sell |
113,308
-41,233
| -27% | -$348K | ﹤0.01% | 1805 |
|
|
2020
Q3 | $853K | Sell |
154,541
-591
| -0.4% | -$3.26K | ﹤0.01% | 1778 |
|
|
2020
Q2 | $1.07M | Sell |
155,132
-156,314
| -50% | -$1.08M | ﹤0.01% | 1703 |
|
|
2020
Q1 | $2.23M | Buy |
311,446
+172,340
| +124% | +$1.23M | ﹤0.01% | 1557 |
|
|
2019
Q4 | $1.67M | Buy |
139,106
+2,420
| +2% | +$29.1K | ﹤0.01% | 1573 |
|
|
2019
Q3 | $1.59M | Buy |
136,686
+31,110
| +29% | +$363K | ﹤0.01% | 1545 |
|
|
2019
Q2 | $1.27M | Sell |
105,576
-8,251
| -7% | -$99.6K | ﹤0.01% | 1260 |
|
|
2019
Q1 | $1.25M | Buy |
+113,827
| New | +$1.25M | ﹤0.01% | 1202 |
|
|
2018
Q1 | – | Sell |
-641,987
| Closed | -$9.92M | – | 1948 |
|
|
2017
Q4 | $9.92M | Sell |
641,987
-196,873
| -23% | -$3.04M | 0.02% | 740 |
|
|
2017
Q3 | $13.9M | Sell |
838,860
-347,566
| -29% | -$5.75M | 0.03% | 656 |
|
|
2017
Q2 | $18.2M | Buy |
1,186,426
+262,435
| +28% | +$4.03M | 0.04% | 604 |
|
|
2017
Q1 | $15.2M | Sell |
923,991
-3,787
| -0.4% | -$62.1K | 0.04% | 637 |
|
|
2016
Q4 | $15.4M | Buy |
927,778
+729,428
| +368% | +$12.1M | 0.04% | 631 |
|
|
2016
Q3 | $2.54M | Buy |
198,350
+189,583
| +2,162% | +$2.43M | 0.01% | 856 |
|
|
2016
Q2 | $103K | Buy |
8,767
+3,821
| +77% | +$44.9K | ﹤0.01% | 1281 |
|
|
2016
Q1 | $57K | Sell |
4,946
-1,959
| -28% | -$22.6K | ﹤0.01% | 1323 |
|
|
2015
Q4 | $78K | Sell |
6,905
-245
| -3% | -$2.77K | ﹤0.01% | 1432 |
|
|
2015
Q3 | $84K | Buy |
7,150
+682
| +11% | +$8.01K | ﹤0.01% | 1338 |
|
|
2015
Q2 | $87K | Buy |
+6,468
| New | +$87K | ﹤0.01% | 1292 |
|