Advisors Preferred’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,919
| Closed | -$435K | – | 254 |
|
|
2024
Q4 | $435K | Sell |
1,919
-646
| -25% | -$147K | 0.07% | 103 |
|
|
2024
Q3 | $551K | Buy |
+2,565
| New | +$551K | 0.08% | 117 |
|
|
2022
Q4 | – | Sell |
-3,825
| Closed | -$570K | – | 171 |
|
|
2022
Q3 | $570K | Sell |
3,825
-1,080
| -22% | -$161K | 0.29% | 30 |
|
|
2022
Q2 | $699K | Buy |
+4,905
| New | +$699K | 0.18% | 49 |
|
|
2022
Q1 | – | Sell |
-2,329
| Closed | -$421K | – | 155 |
|
|
2021
Q4 | $421K | Sell |
2,329
-177
| -7% | -$32K | 0.04% | 109 |
|
|
2021
Q3 | $416K | Sell |
2,506
-77
| -3% | -$12.8K | 0.06% | 101 |
|
|
2021
Q2 | $421K | Sell |
2,583
-342
| -12% | -$55.7K | 0.04% | 112 |
|
|
2021
Q1 | $453K | Buy |
2,925
+1,018
| +53% | +$158K | 0.06% | 91 |
|
|
2020
Q4 | $289K | Sell |
1,907
-1,001
| -34% | -$152K | 0.05% | 124 |
|
|
2020
Q3 | $384K | Buy |
2,908
+1,003
| +53% | +$132K | 0.08% | 62 |
|
|
2020
Q2 | $242K | Buy |
+1,905
| New | +$242K | 0.07% | 70 |
|
|
2020
Q1 | – | Sell |
-363
| Closed | -$45K | – | 141 |
|
|
2019
Q4 | $45K | Buy |
+363
| New | +$45K | 0.01% | 187 |
|
|
2018
Q4 | – | Sell |
-2,363
| Closed | -$312K | – | 130 |
|
|
2018
Q3 | $312K | Sell |
2,363
-4,744
| -67% | -$626K | 0.14% | 62 |
|
|
2018
Q2 | $818K | Sell |
7,107
-8,593
| -55% | -$989K | 0.37% | 34 |
|
|
2018
Q1 | $1.72M | Buy |
+15,700
| New | +$1.72M | 0.8% | 27 |
|
|
2014
Q1 | – | Sell |
-227
| Closed | -$8K | – | 350 |
|
|
2013
Q4 | $8K | Buy |
+227
| New | +$8K | ﹤0.01% | 332 |
|