First Affirmative Financial Network’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$215K Sell
2025
Q1
$260K Sell
2024
Q4
$294K Sell
2024
Q3
$318K Sell
2024
Q2
$357K Buy
2024
Q1
$354K Buy
2023
Q4
$341K Buy
2023
Q3
$254K Buy