Davies Financial Advisors’s Broadridge BR Stock Holding History

Davies Financial Advisors’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 Q3	$267K	Hold
2025 Q2	$272K	Hold
2025 Q1	$271K	Hold
2024 Q4	$253K	Hold
2024 Q3	$241K	Hold
2024 Q2	$220K	Hold
2024 Q1	$229K	Buy