Brogan Financial’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
1,600
+648
+68% +$158K 0.17% 39
2025
Q1
$231K Buy
952
+28
+3% +$6.79K 0.11% 51
2024
Q4
$209K Buy
+924
New +$209K 0.1% 53