Clearstead Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
665
+318
| +92% | +$77.3K | ﹤0.01% | 930 |
|
|
2025
Q1 | $84.1K | Sell |
347
-288
| -45% | -$69.8K | ﹤0.01% | 1025 |
|
|
2024
Q4 | $144K | Sell |
635
-101
| -14% | -$22.8K | ﹤0.01% | 930 |
|
|
2024
Q3 | $158K | Buy |
736
+272
| +59% | +$58.5K | ﹤0.01% | 917 |
|
|
2024
Q2 | $91.4K | Buy |
464
+340
| +274% | +$67K | ﹤0.01% | 1017 |
|
|
2024
Q1 | $24.5K | Sell |
124
-8
| -6% | -$1.58K | ﹤0.01% | 907 |
|
|
2023
Q4 | $27.2K | Sell |
132
-222
| -63% | -$45.7K | ﹤0.01% | 881 |
|
|
2023
Q3 | $63.4K | Buy |
354
+297
| +521% | +$53.2K | ﹤0.01% | 842 |
|
|
2023
Q2 | $9.44K | Buy |
+57
| New | +$9.44K | ﹤0.01% | 996 |
|
|
2022
Q4 | – | Sell |
-30
| Closed | -$4K | – | 1320 |
|
|
2022
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 985 |
|
|
2022
Q2 | $4K | Buy |
30
+9
| +43% | +$1.2K | ﹤0.01% | 1020 |
|
|
2022
Q1 | $3K | Hold |
21
| – | – | ﹤0.01% | 1135 |
|
|
2021
Q4 | $4K | Sell |
21
-14
| -40% | -$2.67K | ﹤0.01% | 1012 |
|
|
2021
Q3 | $6K | Buy |
35
+5
| +17% | +$857 | ﹤0.01% | 994 |
|
|
2021
Q2 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 875 |
|