AE Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
1,485
+246
| +20% | +$59.8K | ﹤0.01% | 1036 |
|
|
2025
Q1 | $301K | Buy |
1,239
+198
| +19% | +$48K | ﹤0.01% | 1082 |
|
|
2024
Q4 | $235K | Buy |
+1,041
| New | +$235K | ﹤0.01% | 1203 |
|
|
2024
Q1 | – | Sell |
-7,130
| Closed | -$1.48M | – | 1249 |
|
|
2023
Q4 | $1.48M | Sell |
7,130
-306
| -4% | -$63.6K | 0.01% | 1014 |
|
|
2023
Q3 | $1.33M | Buy |
7,436
+130
| +2% | +$23.3K | 0.01% | 985 |
|
|
2023
Q2 | $1.21M | Sell |
7,306
-272
| -4% | -$45.1K | 0.01% | 1016 |
|
|
2023
Q1 | $1.11M | Buy |
7,578
+269
| +4% | +$39.4K | 0.01% | 1006 |
|
|
2022
Q4 | $980K | Buy |
7,309
+537
| +8% | +$72K | 0.01% | 986 |
|
|
2022
Q3 | $977K | Sell |
6,772
-3,028
| -31% | -$437K | 0.01% | 946 |
|
|
2022
Q2 | $1.4M | Sell |
9,800
-31
| -0.3% | -$4.42K | 0.01% | 780 |
|
|
2022
Q1 | $1.53M | Sell |
9,831
-1,784
| -15% | -$278K | 0.01% | 776 |
|
|
2021
Q4 | $2.12M | Sell |
11,615
-46
| -0.4% | -$8.41K | 0.01% | 684 |
|
|
2021
Q3 | $1.94M | Sell |
11,661
-1,740
| -13% | -$290K | 0.02% | 658 |
|
|
2021
Q2 | $2.17M | Sell |
13,401
-4,354
| -25% | -$703K | 0.02% | 618 |
|
|
2021
Q1 | $2.72M | Sell |
17,755
-3,000
| -14% | -$459K | 0.03% | 485 |
|
|
2020
Q4 | $3.18M | Sell |
20,755
-1,144
| -5% | -$175K | 0.04% | 362 |
|
|
2020
Q3 | $2.89M | Sell |
21,899
-5,118
| -19% | -$676K | 0.04% | 335 |
|
|
2020
Q2 | $3.41M | Buy |
27,017
+11,381
| +73% | +$1.44M | 0.05% | 286 |
|
|
2020
Q1 | $1.48M | Buy |
15,636
+13,388
| +596% | +$1.27M | 0.03% | 379 |
|
|
2019
Q4 | $278K | Buy |
2,248
+347
| +18% | +$42.9K | 0.01% | 929 |
|
|
2019
Q3 | $236K | Sell |
1,901
-2,129
| -53% | -$264K | 0.01% | 871 |
|
|
2019
Q2 | $514K | Buy |
4,030
+1,546
| +62% | +$197K | 0.02% | 580 |
|
|
2019
Q1 | $258K | Buy |
2,484
+314
| +14% | +$32.6K | 0.02% | 508 |
|
|
2018
Q4 | $209K | Sell |
2,170
-1,700
| -44% | -$164K | 0.04% | 434 |
|
|
2018
Q3 | $511K | Buy |
+3,870
| New | +$511K | 0.03% | 315 |
|