Avestar Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
1,146
+6
| +0.5% | +$1.46K | 0.02% | 356 |
|
|
2025
Q1 | $277K | Sell |
1,140
-150
| -12% | -$36.5K | 0.02% | 349 |
|
|
2024
Q4 | $293K | Buy |
1,290
+42
| +3% | +$9.53K | 0.02% | 359 |
|
|
2024
Q3 | $268K | Buy |
1,248
+48
| +4% | +$10.3K | 0.03% | 350 |
|
|
2024
Q2 | $236K | Sell |
1,200
-624
| -34% | -$123K | 0.02% | 358 |
|
|
2024
Q1 | $375K | Sell |
1,824
-261
| -13% | -$53.7K | 0.04% | 258 |
|
|
2023
Q4 | $431K | Sell |
2,085
-7
| -0.3% | -$1.45K | 0.05% | 197 |
|
|
2023
Q3 | $376K | Sell |
2,092
-223
| -10% | -$40.1K | 0.05% | 185 |
|
|
2023
Q2 | $385K | Buy |
2,315
+37
| +2% | +$6.16K | 0.06% | 169 |
|
|
2023
Q1 | $335K | Sell |
2,278
-151
| -6% | -$22.2K | 0.06% | 189 |
|
|
2022
Q4 | $328K | Sell |
2,429
-669
| -22% | -$90.2K | 0.06% | 180 |
|
|
2022
Q3 | $449K | Sell |
3,098
-183
| -6% | -$26.5K | 0.11% | 124 |
|
|
2022
Q2 | $470K | Buy |
3,281
+476
| +17% | +$68.2K | 0.12% | 109 |
|
|
2022
Q1 | $439K | Buy |
2,805
+263
| +10% | +$41.2K | 0.07% | 212 |
|
|
2021
Q4 | $466K | Buy |
2,542
+179
| +8% | +$32.8K | 0.06% | 202 |
|
|
2021
Q3 | $394K | Buy |
2,363
+28
| +1% | +$4.67K | 0.05% | 228 |
|
|
2021
Q2 | $378K | Buy |
+2,335
| New | +$378K | 0.05% | 228 |
|
|
2019
Q3 | – | Sell |
-166
| Closed | -$21K | – | 258 |
|
|
2019
Q2 | $21K | Hold |
166
| – | – | 0.01% | 384 |
|
|
2019
Q1 | $17K | Hold |
166
| – | – | 0.01% | 390 |
|
|
2018
Q4 | $15K | Hold |
166
| – | – | 0.01% | 369 |
|
|
2018
Q3 | $21K | Hold |
166
| – | – | 0.01% | 362 |
|
|
2018
Q2 | $19K | Hold |
166
| – | – | 0.01% | 361 |
|
|
2018
Q1 | $18K | Hold |
166
| – | – | 0.01% | 349 |
|
|
2017
Q4 | $15K | Buy |
+166
| New | +$15K | 0.01% | 380 |
|