Financial Management Professionals’s Broadridge BR Stock Holding History

Financial Management Professionals’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$241K	Buy	990 +954	+2,650%	+$232K	0.03%	138
2025 Q1	$8.73K	Buy	36 +11	+44%	+$2.67K	﹤0.01%	548
2024 Q4	$5.65K	Hold	25	–	–	﹤0.01%	601
2024 Q3	$5K	Buy	25 +4	+19%	+$800	﹤0.01%	624
2024 Q2	$4K	Buy	21 +3	+17%	+$571	﹤0.01%	603
2024 Q1	$4K	Buy	18 +3	+20%	+$667	﹤0.01%	659
2023 Q4	$3K	Hold	15	–	–	﹤0.01%	698
2023 Q3	$3K	Buy	15 +6	+67%	+$1.2K	﹤0.01%	652
2023 Q2	$1K	Hold	9	–	–	﹤0.01%	790
2023 Q1	$1K	Sell	9 -22	-71%	-$2.44K	﹤0.01%	849
2022 Q4	$4K	Sell	31 -5	-14%	-$645	﹤0.01%	646
2022 Q3	$5K	Sell	36 -2	-5%	-$278	﹤0.01%	595
2022 Q2	$5K	Sell	38 -12	-24%	-$1.58K	﹤0.01%	604
2022 Q1	$8K	Buy	50 +24	+92%	+$3.84K	﹤0.01%	560
2021 Q4	$5K	Hold	26	–	–	﹤0.01%	581
2021 Q3	$4K	Hold	26	–	–	﹤0.01%	610
2021 Q2	$4K	Hold	26	–	–	﹤0.01%	546
2021 Q1	$4K	Buy	+26	New	+$4K	﹤0.01%	497
2020 Q4	–	Sell	-271	Closed	-$36K	–	636
2020 Q3	$36K	Sell	271 -79	-23%	-$10.5K	0.01%	240
2020 Q2	$44K	Buy	+350	New	+$44K	0.02%	222
2019 Q3	–	Sell	-124	Closed	-$16K	–	306
2019 Q2	$16K	Hold	124	–	–	0.01%	159
2019 Q1	$13K	Hold	124	–	–	0.01%	149
2018 Q4	$12K	Hold	124	–	–	0.01%	140
2018 Q3	$16K	Hold	124	–	–	0.01%	141
2018 Q2	$14K	Hold	124	–	–	0.01%	144
2018 Q1	$14K	Hold	124	–	–	0.01%	143
2017 Q4	$11K	Buy	124 +24	+24%	+$2.13K	﹤0.01%	130
2017 Q3	$8K	Hold	100	–	–	﹤0.01%	144
2017 Q2	$7K	Hold	100	–	–	﹤0.01%	167
2017 Q1	$6K	Hold	100	–	–	﹤0.01%	198
2016 Q4	$6K	Hold	100	–	–	﹤0.01%	186
2016 Q3	$6K	Sell	100 -134	-57%	-$8.04K	﹤0.01%	204
2016 Q2	$14K	Buy	234 +134	+134%	+$8.02K	0.01%	168
2016 Q1	$6K	Hold	100	–	–	﹤0.01%	176
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	177
2015 Q3	$6K	Sell	100 -100	-50%	-$6K	﹤0.01%	186
2015 Q2	$10K	Hold	200	–	–	﹤0.01%	167
2015 Q1	$11K	Hold	200	–	–	0.01%	169
2014 Q4	$9K	Buy	+200	New	+$9K	0.01%	194