BHK Investment 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 | $653K | Buy |
2,686
+15
| +0.6% | +$3.65K | 0.26% | 36 |
|
|
2025
Q1 | $648K | Sell |
2,671
-44
| -2% | -$10.7K | 0.27% | 35 |
|
|
2024
Q4 | $614K | Sell |
2,715
-23
| -0.8% | -$5.2K | 0.23% | 37 |
|
|
2024
Q3 | $589K | Buy |
2,738
+1,513
| +124% | +$325K | 0.22% | 40 |
|
|
2024
Q2 | $241K | Buy |
+1,225
| New | +$241K | 0.09% | 59 |
|