Focus Partners Wealth’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5M | Buy |
154,006
+979
| +0.6% | +$238K | 0.08% | 232 |
|
|
2025
Q1 | $37.2M | Sell |
153,027
-3,776
| -2% | -$917K | 0.09% | 216 |
|
|
2024
Q4 | $35.5M | Buy |
156,803
+83,330
| +113% | +$18.9M | 0.09% | 212 |
|
|
2024
Q3 | $15.7M | Sell |
73,473
-87,387
| -54% | -$18.6M | 0.05% | 320 |
|
|
2024
Q2 | $31.7M | Buy |
160,860
+97,293
| +153% | +$19.2M | 0.11% | 186 |
|
|
2024
Q1 | $13M | Buy |
63,567
+5,264
| +9% | +$1.08M | 0.11% | 187 |
|
|
2023
Q4 | $12M | Buy |
+58,303
| New | +$12M | 0.16% | 138 |
|