Arax Advisory Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
1,181
-405
| -26% | -$98.5K | 0.01% | 538 |
|
|
2025
Q1 | $385K | Buy |
1,586
+463
| +41% | +$112K | 0.02% | 364 |
|
|
2024
Q4 | $254K | Sell |
1,123
-5
| -0.4% | -$1.13K | 0.02% | 437 |
|
|
2024
Q3 | $243K | Buy |
1,128
+42
| +4% | +$9.04K | 0.02% | 311 |
|
|
2024
Q2 | $214K | Sell |
1,086
-18
| -2% | -$3.55K | 0.02% | 316 |
|
|
2024
Q1 | $226K | Sell |
1,104
-120
| -10% | -$24.6K | 0.02% | 279 |
|
|
2023
Q4 | $252K | Sell |
1,224
-263
| -18% | -$54.1K | 0.03% | 258 |
|
|
2023
Q3 | $266K | Buy |
1,487
+250
| +20% | +$44.8K | 0.03% | 217 |
|
|
2023
Q2 | $205K | Buy |
1,237
+217
| +21% | +$35.9K | 0.03% | 238 |
|
|
2023
Q1 | $150K | Buy |
1,020
+142
| +16% | +$20.8K | 0.02% | 281 |
|
|
2022
Q4 | $118K | Buy |
878
+13
| +2% | +$1.75K | 0.02% | 309 |
|
|
2022
Q3 | $125K | Buy |
865
+61
| +8% | +$8.82K | 0.02% | 277 |
|
|
2022
Q2 | $115K | Buy |
804
+13
| +2% | +$1.86K | 0.02% | 293 |
|
|
2022
Q1 | $123K | Sell |
791
-9
| -1% | -$1.4K | 0.02% | 307 |
|
|
2021
Q4 | $146K | Buy |
800
+85
| +12% | +$15.5K | 0.02% | 275 |
|
|
2021
Q3 | $119K | Buy |
715
+10
| +1% | +$1.66K | 0.02% | 297 |
|
|
2021
Q2 | $114K | Buy |
+705
| New | +$114K | 0.02% | 311 |
|
|
2020
Q4 | $95K | Buy |
621
+49
| +9% | +$7.5K | 0.01% | 305 |
|
|
2020
Q3 | $76K | Buy |
572
+208
| +57% | +$27.6K | 0.01% | 307 |
|
|
2020
Q2 | $46K | Buy |
364
+1
| +0.3% | +$126 | 0.01% | 379 |
|
|
2020
Q1 | $34K | Buy |
+363
| New | +$34K | 0.01% | 395 |
|