Farther Finance 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 | $1.34M | Buy |
5,530
+1,987
| +56% | +$483K | 0.03% | 483 |
|
|
2025
Q1 | $867K | Buy |
3,543
+78
| +2% | +$19.1K | 0.02% | 568 |
|
|
2024
Q4 | $783K | Sell |
3,465
-74
| -2% | -$16.7K | 0.03% | 443 |
|
|
2024
Q3 | $761K | Sell |
3,539
-100
| -3% | -$21.5K | 0.03% | 438 |
|
|
2024
Q2 | $715K | Buy |
3,639
+3,089
| +562% | +$607K | 0.03% | 373 |
|
|
2024
Q1 | $112K | Sell |
550
-3
| -0.5% | -$610 | 0.01% | 912 |
|
|
2023
Q4 | $114K | Buy |
553
+36
| +7% | +$7.41K | 0.01% | 753 |
|
|
2023
Q3 | $92.6K | Buy |
517
+38
| +8% | +$6.8K | 0.01% | 590 |
|
|
2023
Q2 | $79.3K | Buy |
479
+22
| +5% | +$3.64K | 0.02% | 531 |
|
|
2023
Q1 | $67K | Sell |
457
-62
| -12% | -$9.09K | 0.02% | 522 |
|
|
2022
Q4 | $69.6K | Buy |
+519
| New | +$69.6K | 0.03% | 414 |
|