Dakota Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
4,711
+561
| +14% | +$136K | 0.02% | 361 |
|
|
2025
Q1 | $1.01M | Buy |
+4,150
| New | +$1.01M | 0.02% | 370 |
|
|
2020
Q1 | – | Sell |
-12,689
| Closed | -$1.57M | – | 263 |
|
|
2019
Q4 | $1.57M | Sell |
12,689
-997
| -7% | -$123K | 0.25% | 96 |
|
|
2019
Q3 | $1.7M | Buy |
13,686
+4,691
| +52% | +$584K | 0.29% | 87 |
|
|
2019
Q2 | $1.15M | Buy |
+8,995
| New | +$1.15M | 0.22% | 101 |
|
|
2019
Q1 | – | Sell |
-2,473
| Closed | -$326K | – | 305 |
|
|
2018
Q4 | $326K | Hold |
2,473
| – | – | 0.07% | 207 |
|
|
2018
Q3 | $326K | Buy |
2,473
+470
| +23% | +$62K | 0.07% | 203 |
|
|
2018
Q2 | $231K | Buy |
+2,003
| New | +$231K | 0.06% | 184 |
|