Barnes Pettey Financial 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 | $292K | Hold |
1,200
| – | – | 0.19% | 83 |
|
|
2025
Q1 | $291K | Buy |
1,200
+200
| +20% | +$48.5K | 0.23% | 74 |
|
|
2024
Q4 | $226K | Hold |
1,000
| – | – | 0.17% | 91 |
|
|
2024
Q3 | $215K | Buy |
+1,000
| New | +$215K | 0.17% | 94 |
|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$205K | – | 97 |
|
|
2024
Q1 | $205K | Hold |
1,000
| – | – | 0.18% | 92 |
|
|
2023
Q4 | $206K | Buy |
+1,000
| New | +$206K | 0.17% | 94 |
|