Clearstead Trust’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Buy |
550
+204
| +59% | +$49.6K | 0.03% | 213 |
|
|
2025
Q1 | $83.9K | Buy |
346
+240
| +226% | +$58.2K | 0.02% | 223 |
|
|
2024
Q4 | $24K | Hold |
106
| – | – | 0.01% | 307 |
|
|
2024
Q3 | $22.8K | Hold |
106
| – | – | 0.01% | 296 |
|
|
2024
Q2 | $20.9K | Hold |
106
| – | – | 0.01% | 311 |
|
|
2024
Q1 | $21.7K | Hold |
106
| – | – | 0.01% | 301 |
|
|
2023
Q4 | $21.8K | Hold |
106
| – | – | 0.01% | 285 |
|
|
2023
Q3 | $19K | Hold |
106
| – | – | 0.01% | 284 |
|
|
2023
Q2 | $17.6K | Hold |
106
| – | – | 0.01% | 276 |
|
|
2023
Q1 | $15.5K | Hold |
106
| – | – | 0.01% | 277 |
|
|
2022
Q4 | $14K | Hold |
106
| – | – | ﹤0.01% | 294 |
|
|
2022
Q3 | $15K | Buy |
+106
| New | +$15K | 0.01% | 269 |
|