First National Advisers’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Buy |
16,571
+553
| +3% | +$134K | 0.59% | 46 |
|
|
2025
Q1 | $3.88M | Buy |
16,018
+2,834
| +21% | +$687K | 0.62% | 46 |
|
|
2024
Q4 | $2.98M | Sell |
13,184
-2,403
| -15% | -$543K | 0.48% | 61 |
|
|
2024
Q3 | $3.35M | Buy |
15,587
+783
| +5% | +$168K | 0.53% | 53 |
|
|
2024
Q2 | $2.92M | Buy |
14,804
+888
| +6% | +$175K | 0.53% | 59 |
|
|
2024
Q1 | $2.72M | Buy |
13,916
+5,078
| +57% | +$993K | 0.61% | 49 |
|
|
2023
Q4 | $1.82M | Buy |
8,838
+896
| +11% | +$184K | 0.52% | 67 |
|
|
2023
Q3 | $1.42M | Buy |
7,942
+5,777
| +267% | +$1.03M | 0.64% | 55 |
|
|
2023
Q2 | $359K | Sell |
2,165
-79
| -4% | -$13.1K | 0.33% | 90 |
|
|
2023
Q1 | $329K | Buy |
2,244
+13
| +0.6% | +$1.91K | 0.37% | 86 |
|
|
2022
Q4 | $299K | Buy |
2,231
+249
| +13% | +$33.4K | 0.38% | 87 |
|
|
2022
Q3 | $286K | Buy |
1,982
+283
| +17% | +$40.8K | 0.42% | 84 |
|
|
2022
Q2 | $242K | Buy |
+1,699
| New | +$242K | 0.5% | 85 |
|