Apella Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
1,478
+11
| +0.7% | +$2.65K | 0.01% | 329 |
|
|
2025
Q1 | $341K | Buy |
1,467
+25
| +2% | +$5.81K | 0.01% | 289 |
|
|
2024
Q4 | $326K | Sell |
1,442
-8
| -0.6% | -$1.81K | 0.01% | 279 |
|
|
2024
Q3 | $310K | Hold |
1,450
| – | – | 0.01% | 270 |
|
|
2024
Q2 | $290K | Buy |
1,450
+100
| +7% | +$20K | 0.01% | 263 |
|
|
2024
Q1 | $280K | Hold |
1,350
| – | – | 0.01% | 250 |
|
|
2023
Q4 | $266K | Buy |
1,350
+11
| +0.8% | +$2.17K | 0.01% | 249 |
|
|
2023
Q3 | $240K | Hold |
1,339
| – | – | 0.02% | 238 |
|
|
2023
Q2 | $222K | Buy |
+1,339
| New | +$222K | 0.02% | 239 |
|
|
2022
Q4 | – | Sell |
-1,670
| Closed | -$241K | – | 237 |
|
|
2022
Q3 | $241K | Hold |
1,670
| – | – | 0.03% | 192 |
|
|
2022
Q2 | $238K | Hold |
1,670
| – | – | 0.03% | 195 |
|
|
2022
Q1 | $260K | Buy |
+1,670
| New | +$260K | 0.04% | 176 |
|