Addison Advisors’s Broadridge BR Stock Holding History

Addison Advisors’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.62K	Hold
2025 Q2	$2.67K	Hold
2025 Q1	$2.67K	Hold
2024 Q4	$2.49K	Sell
2024 Q3	$3.01K	Buy
2023 Q1	–	Sell
2022 Q4	$1.21K	Hold
2022 Q3	$1K	Hold
2022 Q2	$1K	Hold
2022 Q1	$1K	Hold
2021 Q4	$2K	Buy