Avantax Advisory Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
|
|||||
|
2025
Q1 | $2.82M | Buy |
|
|||||
|
2024
Q4 | $2.53M | Sell |
|
|||||
|
2024
Q3 | $2.43M | Sell |
|
|||||
|
2024
Q2 | $2.3M | Buy |
|
|||||
|
2024
Q1 | $1.1M | Buy |
|
|||||
|
2023
Q4 | $1.09M | Buy |
|
|||||
|
2023
Q3 | $758K | Sell |
|
|||||
|
2023
Q2 | $714K | Buy |
|
|||||
|
2023
Q1 | $611K | Buy |
|
|||||
|
2022
Q4 | $535K | Buy |
|
|||||
|
2022
Q3 | $436K | Buy |
|
|||||
|
2022
Q2 | $380K | Buy |
|
|||||
|
2022
Q1 | $408K | Sell |
|
|||||
|
2021
Q4 | $481K | Buy |
|
|||||
|
2021
Q3 | $343K | Buy |
|
|||||
|
2021
Q2 | $256K | Buy |
|
|||||
|
2021
Q1 | $240K | Sell |
|
|||||
|
2020
Q4 | $297K | Sell |
|
|||||
|
2020
Q3 | $371K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $980K | Sell |
|
|||||
|
2019
Q3 | $988K | Buy |
|
|||||
|
2019
Q2 | $960K | Sell |
|
|||||
|
2019
Q1 | $793K | Buy |
|
|||||
|
2018
Q4 | $528K | Buy |
|