Centaurus 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 | $1.35M | Sell |
5,545
-46
| -0.8% | -$11.2K | 0.08% | 242 |
|
|
2025
Q1 | $1.36M | Sell |
5,591
-651
| -10% | -$158K | 0.08% | 225 |
|
|
2024
Q4 | $1.41M | Sell |
6,242
-808
| -11% | -$183K | 0.09% | 217 |
|
|
2024
Q3 | $1.52M | Buy |
7,050
+876
| +14% | +$188K | 0.1% | 197 |
|
|
2024
Q2 | $1.22M | Buy |
+6,174
| New | +$1.22M | 0.08% | 218 |
|
|
2023
Q2 | – | Sell |
-776
| Closed | -$114K | – | 764 |
|
|
2023
Q1 | $114K | Buy |
+776
| New | +$114K | 0.01% | 812 |
|
|
2022
Q1 | – | Sell |
-625
| Closed | -$114K | – | 896 |
|
|
2021
Q4 | $114K | Hold |
625
| – | – | 0.01% | 855 |
|
|
2021
Q3 | $104K | Hold |
625
| – | – | 0.01% | 854 |
|
|
2021
Q2 | $101K | Buy |
+625
| New | +$101K | 0.01% | 868 |
|
|
2020
Q1 | – | Sell |
-875
| Closed | -$108K | – | 534 |
|
|
2019
Q4 | $108K | Buy |
+875
| New | +$108K | 0.02% | 598 |
|
|
2019
Q3 | – | Sell |
-921
| Closed | -$118K | – | 464 |
|
|
2019
Q2 | $118K | Buy |
+921
| New | +$118K | 0.02% | 536 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | -$137 | – | 477 |
|
|
2018
Q3 | $137 | Sell |
1
-1,341
| -100% | -$184K | 0.02% | 452 |
|
|
2018
Q2 | $154K | Buy |
1,342
+287
| +27% | +$32.9K | 0.02% | 579 |
|
|
2018
Q1 | $116K | Buy |
+1,055
| New | +$116K | 0.03% | 415 |
|