GPS Wealth Strategies Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
1,261
-29
| -2% | -$7.05K | 0.04% | 251 |
|
|
2025
Q1 | $313K | Hold |
1,290
| – | – | 0.04% | 239 |
|
|
2024
Q4 | $292K | Sell |
1,290
-140
| -10% | -$31.6K | 0.04% | 240 |
|
|
2024
Q3 | $307K | Sell |
1,430
-19
| -1% | -$4.08K | 0.04% | 233 |
|
|
2024
Q2 | $285K | Sell |
1,449
-9
| -0.6% | -$1.77K | 0.04% | 211 |
|
|
2024
Q1 | $299K | Buy |
1,458
+69
| +5% | +$14.1K | 0.05% | 205 |
|
|
2023
Q4 | $286K | Buy |
1,389
+120
| +9% | +$24.7K | 0.05% | 207 |
|
|
2023
Q3 | $227K | Buy |
1,269
+1
| +0.1% | +$179 | 0.04% | 228 |
|
|
2023
Q2 | $210K | Sell |
1,268
-282
| -18% | -$46.7K | 0.04% | 241 |
|
|
2023
Q1 | $227K | Buy |
+1,550
| New | +$227K | 0.05% | 222 |
|
|
2022
Q4 | – | Sell |
-1,636
| Closed | -$236K | – | 234 |
|
|
2022
Q3 | $236K | Buy |
1,636
+1
| +0.1% | +$144 | 0.06% | 183 |
|
|
2022
Q2 | $233K | Sell |
1,635
-75
| -4% | -$10.7K | 0.06% | 189 |
|
|
2022
Q1 | $266K | Buy |
1,710
+136
| +9% | +$21.2K | 0.06% | 176 |
|
|
2021
Q4 | $288K | Buy |
1,574
+100
| +7% | +$18.3K | 0.06% | 174 |
|
|
2021
Q3 | $246K | Buy |
1,474
+185
| +14% | +$30.9K | 0.06% | 178 |
|
|
2021
Q2 | $208K | Buy |
1,289
+285
| +28% | +$46K | 0.05% | 201 |
|
|
2021
Q1 | $153K | Buy |
+1,004
| New | +$153K | 0.05% | 228 |
|