CFO
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Callan Family Office’s Broadridge BR Stock Holding History

Callan Family Office’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.65M Buy
6,791
+1,288
+23% +$313K 0.05% 300
2025
Q1 		$1.33M Sell
5,503
-3
-0.1% -$727 0.1% 174
2024
Q4 		$1.24M Buy
+5,506
New +$1.24M 0.08% 211