Chicago Partners Investment Group’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$359K Buy
1,481
+176
+13% +$42.7K 0.01% 754
2025
Q1
$308K Buy
1,305
+165
+14% +$39K 0.01% 676
2024
Q4
$262K Buy
1,140
+144
+14% +$33.1K 0.01% 709
2024
Q3
$216K Buy
+996
New +$216K 0.01% 737