CreativeOne Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Buy |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $443K | Buy |
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|
2024
Q3 | $333K | Buy |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $317K | Buy |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $826K | Sell |
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|
2020
Q4 | $832K | Buy |
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|
2020
Q3 | $630K | Buy |
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|
2020
Q2 | $530K | Buy |
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|
2020
Q1 | $294K | Buy |
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|
2019
Q4 | $251K | Buy |
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