Advisornet Financial’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Sell |
423
-1
| -0.2% | -$243 | 0.01% | 755 |
|
|
2025
Q1 | $103K | Buy |
424
+20
| +5% | +$4.85K | 0.01% | 719 |
|
|
2024
Q4 | $91.3K | Sell |
404
-19
| -4% | -$4.3K | 0.01% | 709 |
|
|
2024
Q3 | $91K | Buy |
423
+400
| +1,739% | +$86K | 0.01% | 730 |
|
|
2024
Q2 | $4.53K | Buy |
23
+3
| +15% | +$591 | ﹤0.01% | 1470 |
|
|
2024
Q1 | $4.1K | Sell |
20
-25
| -56% | -$5.12K | ﹤0.01% | 1479 |
|
|
2023
Q4 | $9.26K | Buy |
45
+22
| +96% | +$4.53K | ﹤0.01% | 1328 |
|
|
2023
Q3 | $4.12K | Sell |
23
-76
| -77% | -$13.6K | ﹤0.01% | 1464 |
|
|
2023
Q2 | $16.4K | Buy |
99
+8
| +9% | +$1.33K | ﹤0.01% | 1169 |
|
|
2023
Q1 | $13.3K | Sell |
91
-6
| -6% | -$879 | ﹤0.01% | 1219 |
|
|
2022
Q4 | $13K | Sell |
97
-19
| -16% | -$2.55K | ﹤0.01% | 1218 |
|
|
2022
Q3 | $17K | Buy |
116
+71
| +158% | +$10.4K | ﹤0.01% | 1143 |
|
|
2022
Q2 | $6K | Buy |
45
+35
| +350% | +$4.67K | ﹤0.01% | 1444 |
|
|
2022
Q1 | $2K | Sell |
10
-12
| -55% | -$2.4K | ﹤0.01% | 1752 |
|
|
2021
Q4 | $4K | Buy |
22
+17
| +340% | +$3.09K | ﹤0.01% | 1669 |
|
|
2021
Q3 | $1K | Sell |
5
-23
| -82% | -$4.6K | ﹤0.01% | 1788 |
|
|
2021
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 1542 |
|
|
2021
Q1 | $4K | Sell |
28
-125
| -82% | -$17.9K | ﹤0.01% | 1517 |
|
|
2020
Q4 | $23K | Buy |
+153
| New | +$23K | ﹤0.01% | 1082 |
|
|
2020
Q3 | – | Sell |
-400
| Closed | -$50K | – | 1717 |
|
|
2020
Q2 | $50K | Hold |
400
| – | – | ﹤0.01% | 846 |
|
|
2020
Q1 | $38K | Sell |
400
-8
| -2% | -$760 | ﹤0.01% | 877 |
|
|
2019
Q4 | $50K | Buy |
+408
| New | +$50K | ﹤0.01% | 893 |
|