Arkadios Wealth Advisors’s Broadridge BR Stock Holding History

Arkadios Wealth Advisors’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$680K	Buy
2025 Q2	$418K	Buy
2025 Q1	$244K	Buy
2021 Q4	–	Sell
2021 Q3	$47K	Sell
2021 Q2	$55K	Buy
2021 Q1	$15K	Sell
2020 Q4	$15K	Sell
2020 Q3	$49.8K	Sell
2020 Q2	$44.4K	Buy