Astoria Portfolio Advisors’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Sell
1,075
-27
-2% -$6.83K 0.08% 199
2025
Q1
$260K Buy
1,102
+39
+4% +$9.21K 0.09% 183
2024
Q4
$242K Sell
1,063
-19
-2% -$4.32K 0.09% 183
2024
Q3
$239K Buy
1,082
+29
+3% +$6.4K 0.08% 175
2024
Q2
$208K Sell
1,053
-48
-4% -$9.46K 0.07% 180
2024
Q1
$216K Buy
1,101
+11
+1% +$2.15K 0.08% 174
2023
Q4
$217K Buy
+1,090
New +$217K 0.09% 171