CCA
BR icon

Cadent Capital Advisors’s Broadridge BR Stock Holding History

Cadent Capital Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-977
Closed -$237K – 197
2025
Q2 		$237K Hold
977
– – 0.08% 145
2025
Q1 		$237K Hold
977
– – 0.09% 129
2024
Q4 		$221K Hold
977
– – 0.08% 140
2024
Q3 		$210K Sell
977
-320
-25% -$66.9K 0.07% 150
2024
Q2 		$256K Sell
1,297
-183
-12% -$36.3K 0.1% 115
2024
Q1 		$303K Hold
1,480
– – 0.12% 93
2023
Q4 		$305K Hold
1,480
– – 0.15% 83
2023
Q3 		$265K Hold
1,480
– – 0.13% 98
2023
Q2 		$245K Buy
+1,480
New +$224K 0.15% 105
2021
Q1 		– Sell
-1,544
Closed -$237K – 133
2020
Q4 		$237K Buy
+1,544
New +$224K 0.12% 97

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