Cetera Investment Advisers’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.03M | Sell |
37,127
-658
| -2% | -$125K | 0.01% | 1379 |
|
|
2025
Q4 | $8.43M | Sell |
37,785
-3,986
| -10% | -$909K | 0.01% | 1137 |
|
|
2025
Q3 | $9.95M | Buy |
41,771
+10,932
| +35% | +$2.72M | 0.01% | 987 |
|
|
2025
Q2 | $7.49M | Sell |
30,839
-483
| -2% | -$115K | 0.01% | 970 |
|
|
2025
Q1 | $7.59M | Buy |
31,322
+3,037
| +11% | +$715K | 0.01% | 902 |
|
|
2024
Q4 | $6.4M | Buy |
28,285
+4,605
| +19% | +$1.03M | 0.01% | 916 |
|
|
2024
Q3 | $5.09M | Sell |
23,680
-1,567
| -6% | -$328K | 0.01% | 991 |
|
|
2024
Q2 | $4.97M | Sell |
25,247
-1,823
| -7% | -$362K | 0.01% | 1000 |
|
|
2024
Q1 | $5.55M | Buy |
27,070
+19,216
| +245% | +$3.88M | 0.01% | 929 |
|
|
2023
Q4 | $1.62M | Sell |
7,854
-284
| -3% | -$52.4K | 0.01% | 876 |
|
|
2023
Q3 | $1.46M | Buy |
8,138
+758
| +10% | +$134K | 0.01% | 883 |
|
|
2023
Q2 | $1.22M | Buy |
7,380
+662
| +10% | +$100K | 0.01% | 975 |
|
|
2023
Q1 | $984K | Sell |
6,718
-200
| -3% | -$28.6K | 0.01% | 1045 |
|
|
2022
Q4 | $928K | Buy |
6,918
+958
| +16% | +$136K | 0.01% | 1030 |
|
|
2022
Q3 | $860K | Sell |
5,960
-77
| -1% | -$12.5K | 0.02% | 783 |
|
|
2022
Q2 | $861K | Sell |
6,037
-104
| -2% | -$15.1K | 0.01% | 857 |
|
|
2022
Q1 | $956K | Buy |
6,141
+153
| +3% | +$23.5K | 0.01% | 837 |
|
|
2021
Q4 | $1.09M | Buy |
5,988
+206
| +4% | +$36.2K | 0.02% | 782 |
|
|
2021
Q3 | $963K | Buy |
5,782
+162
| +3% | +$27.6K | 0.02% | 785 |
|
|
2021
Q2 | $908K | Buy |
5,620
+1,646
| +41% | +$263K | 0.01% | 813 |
|
|
2021
Q1 | $609K | Sell |
3,974
-2,148
| -35% | -$317K | 0.01% | 872 |
|
|
2020
Q4 | $938K | Buy |
+6,122
| New | +$888K | 0.02% | 684 |
|
Other funds holding BR
VCM
VPM
