ABLE Financial Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Buy |
3,809
+344
| +10% | +$83.6K | 0.22% | 83 |
|
|
2025
Q1 | $840K | Sell |
3,465
-58
| -2% | -$14.1K | 0.24% | 77 |
|
|
2024
Q4 | $797K | Sell |
3,523
-29
| -0.8% | -$6.56K | 0.24% | 78 |
|
|
2024
Q3 | $764K | Buy |
3,552
+216
| +6% | +$46.4K | 0.24% | 72 |
|
|
2024
Q2 | $657K | Buy |
3,336
+1
| +0% | +$197 | 0.24% | 74 |
|
|
2024
Q1 | $683K | Sell |
3,335
-795
| -19% | -$163K | 0.27% | 69 |
|
|
2023
Q4 | $850K | Sell |
4,130
-349
| -8% | -$71.8K | 0.37% | 51 |
|
|
2023
Q3 | $802K | Buy |
4,479
+1,819
| +68% | +$326K | 0.4% | 44 |
|
|
2023
Q2 | $441K | Buy |
2,660
+586
| +28% | +$97.1K | 0.23% | 78 |
|
|
2023
Q1 | $304K | Buy |
+2,074
| New | +$304K | 0.2% | 96 |
|