HighPoint Advisor 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 | $1.19M | Sell |
4,886
-70
| -1% | -$17K | 0.06% | 222 |
|
|
2025
Q1 | $1.19M | Buy |
4,956
+118
| +2% | +$28.3K | 0.07% | 216 |
|
|
2024
Q4 | $1.17M | Buy |
4,838
+314
| +7% | +$75.9K | 0.06% | 223 |
|
|
2024
Q3 | $951K | Buy |
4,524
+59
| +1% | +$12.4K | 0.06% | 239 |
|
|
2024
Q2 | $962K | Sell |
4,465
-13
| -0.3% | -$2.8K | 0.06% | 238 |
|
|
2024
Q1 | $886K | Buy |
4,478
+15
| +0.3% | +$2.97K | 0.06% | 235 |
|
|
2023
Q4 | $903K | Buy |
+4,463
| New | +$903K | 0.06% | 232 |
|
|
2022
Q2 | $609K | Buy |
+4,092
| New | +$609K | 0.07% | 241 |
|
|
2021
Q3 | $641K | Buy |
+3,847
| New | +$641K | 0.06% | 260 |
|