Cornerstone Planning 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 | $11.7K | Sell |
44
-42
| -49% | -$11.1K | ﹤0.01% | 524 |
|
|
2025
Q1 | $20.3K | Buy |
86
+48
| +126% | +$11.3K | ﹤0.01% | 409 |
|
|
2024
Q4 | $9.1K | Hold |
38
| – | – | ﹤0.01% | 443 |
|
|
2024
Q3 | $8.08K | Sell |
38
-8
| -17% | -$1.7K | ﹤0.01% | 462 |
|
|
2024
Q2 | $9.59K | Sell |
46
-8
| -15% | -$1.67K | ﹤0.01% | 443 |
|
|
2024
Q1 | $10.7K | Buy |
54
+2
| +4% | +$398 | ﹤0.01% | 393 |
|
|
2023
Q4 | $10.7K | Hold |
52
| – | – | ﹤0.01% | 417 |
|
|
2023
Q3 | $9.31K | Sell |
52
-7
| -12% | -$1.25K | ﹤0.01% | 440 |
|
|
2023
Q2 | $9.77K | Buy |
+59
| New | +$9.77K | ﹤0.01% | 676 |
|
|
2022
Q4 | $4.27K | Buy |
+30
| New | +$4.27K | ﹤0.01% | 956 |
|