Avantax Advisory Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
10,620
-1,007
| -9% | -$245K | 0.01% | 682 |
|
|
2025
Q1 | $2.82M | Buy |
11,627
+416
| +4% | +$101K | 0.02% | 603 |
|
|
2024
Q4 | $2.53M | Sell |
11,211
-104
| -0.9% | -$23.5K | 0.02% | 612 |
|
|
2024
Q3 | $2.43M | Sell |
11,315
-358
| -3% | -$77K | 0.02% | 609 |
|
|
2024
Q2 | $2.3M | Buy |
11,673
+6,323
| +118% | +$1.25M | 0.02% | 606 |
|
|
2024
Q1 | $1.1M | Buy |
5,350
+38
| +0.7% | +$7.78K | 0.01% | 713 |
|
|
2023
Q4 | $1.09M | Buy |
5,312
+1,076
| +25% | +$221K | 0.01% | 678 |
|
|
2023
Q3 | $758K | Sell |
4,236
-73
| -2% | -$13.1K | 0.01% | 781 |
|
|
2023
Q2 | $714K | Buy |
4,309
+138
| +3% | +$22.9K | 0.01% | 801 |
|
|
2023
Q1 | $611K | Buy |
4,171
+183
| +5% | +$26.8K | 0.01% | 829 |
|
|
2022
Q4 | $535K | Buy |
3,988
+969
| +32% | +$130K | 0.01% | 830 |
|
|
2022
Q3 | $436K | Buy |
3,019
+352
| +13% | +$50.8K | 0.01% | 833 |
|
|
2022
Q2 | $380K | Buy |
2,667
+49
| +2% | +$6.98K | 0.01% | 902 |
|
|
2022
Q1 | $408K | Sell |
2,618
-13
| -0.5% | -$2.03K | 0.01% | 865 |
|
|
2021
Q4 | $481K | Buy |
2,631
+562
| +27% | +$103K | 0.01% | 775 |
|
|
2021
Q3 | $343K | Buy |
2,069
+484
| +31% | +$80.2K | 0.01% | 865 |
|
|
2021
Q2 | $256K | Buy |
1,585
+16
| +1% | +$2.58K | ﹤0.01% | 976 |
|
|
2021
Q1 | $240K | Sell |
1,569
-364
| -19% | -$55.7K | 0.01% | 900 |
|
|
2020
Q4 | $297K | Sell |
1,933
-868
| -31% | -$133K | 0.01% | 726 |
|
|
2020
Q3 | $371K | Buy |
+2,801
| New | +$371K | 0.01% | 927 |
|
|
2020
Q1 | – | Sell |
-7,926
| Closed | -$980K | – | 807 |
|
|
2019
Q4 | $980K | Sell |
7,926
-18
| -0.2% | -$2.23K | 0.02% | 339 |
|
|
2019
Q3 | $988K | Buy |
7,944
+424
| +6% | +$52.7K | 0.04% | 213 |
|
|
2019
Q2 | $960K | Sell |
7,520
-126
| -2% | -$16.1K | 0.04% | 196 |
|
|
2019
Q1 | $793K | Buy |
7,646
+2,176
| +40% | +$226K | 0.04% | 210 |
|
|
2018
Q4 | $528K | Buy |
+5,470
| New | +$528K | 0.09% | 216 |
|