Capital Analysts LLC’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21K	Hold	88	–	–	﹤0.01%	999
2025 Q1	$21K	Hold	88	–	–	﹤0.01%	980
2024 Q4	$20K	Hold	88	–	–	﹤0.01%	938
2024 Q3	$19K	Hold	88	–	–	﹤0.01%	911
2024 Q2	$17K	Hold	88	–	–	﹤0.01%	880
2024 Q1	$18K	Hold	88	–	–	﹤0.01%	839
2023 Q4	$18K	Hold	88	–	–	﹤0.01%	819
2023 Q3	$16K	Hold	88	–	–	﹤0.01%	806
2023 Q2	$15K	Hold	88	–	–	﹤0.01%	765
2023 Q1	$13K	Hold	88	–	–	﹤0.01%	777
2022 Q4	$12K	Hold	88	–	–	﹤0.01%	824
2022 Q3	$13K	Hold	88	–	–	﹤0.01%	761
2022 Q2	$13K	Hold	88	–	–	﹤0.01%	757
2022 Q1	$14K	Hold	88	–	–	﹤0.01%	709
2021 Q4	$16K	Hold	88	–	–	﹤0.01%	749
2021 Q3	$15K	Hold	88	–	–	﹤0.01%	735
2021 Q2	$14K	Hold	88	–	–	﹤0.01%	699
2021 Q1	$13K	Hold	88	–	–	﹤0.01%	758
2020 Q4	$13K	Hold	88	–	–	﹤0.01%	546
2020 Q3	$12K	Hold	88	–	–	﹤0.01%	562
2020 Q2	$11K	Hold	88	–	–	﹤0.01%	534
2020 Q1	$8K	Hold	88	–	–	﹤0.01%	538
2019 Q4	$11K	Hold	88	–	–	﹤0.01%	535
2019 Q3	$10K	Hold	88	–	–	﹤0.01%	538
2019 Q2	$11K	Hold	88	–	–	﹤0.01%	516
2019 Q1	$9K	Buy	88 +12	+16%	+$1.23K	﹤0.01%	516
2018 Q4	$7K	Buy	+76	New	+$7K	﹤0.01%	489