Davies Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
1,119
| – | – | 0.21% | 64 |
|
|
2025
Q1 | $271K | Hold |
1,119
| – | – | 0.23% | 56 |
|
|
2024
Q4 | $253K | Hold |
1,119
| – | – | 0.22% | 55 |
|
|
2024
Q3 | $241K | Hold |
1,119
| – | – | 0.21% | 64 |
|
|
2024
Q2 | $220K | Hold |
1,119
| – | – | 0.21% | 67 |
|
|
2024
Q1 | $229K | Buy |
+1,119
| New | +$229K | 0.23% | 57 |
|