Dakota Wealth Management’s Broadridge BR Stock Holding History

Dakota Wealth Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.15M	Buy
2025 Q1	$1.01M	Buy
2020 Q1	–	Sell
2019 Q4	$1.57M	Sell
2019 Q3	$1.7M	Buy
2019 Q2	$1.15M	Buy
2019 Q1	–	Sell
2018 Q4	$326K	Hold
2018 Q3	$326K	Buy
2018 Q2	$231K	Buy