Beacon Pointe Advisors’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 | $548K | Buy |
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|
2025
Q1 | $547K | Sell |
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|
2024
Q4 | $517K | Buy |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $869K | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $769K | Sell |
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|
2023
Q1 | $789K | Buy |
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|
2022
Q4 | $625K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $230K | Buy |
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