IFG Advisory’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Buy |
3,221
+22
| +0.7% | +$5.35K | 0.04% | 389 |
|
|
2025
Q1 | $776K | Buy |
3,199
+72
| +2% | +$17.5K | 0.04% | 362 |
|
|
2024
Q4 | $707K | Buy |
+3,127
| New | +$707K | 0.04% | 349 |
|
|
2024
Q3 | – | Sell |
-2,931
| Closed | -$577K | – | 409 |
|
|
2024
Q2 | $577K | Buy |
+2,931
| New | +$577K | 0.04% | 370 |
|
|
2024
Q1 | – | Sell |
-2,892
| Closed | -$595K | – | 388 |
|
|
2023
Q4 | $595K | Buy |
2,892
+1,563
| +118% | +$322K | 0.04% | 334 |
|
|
2023
Q3 | $238K | Buy |
+1,329
| New | +$238K | 0.02% | 483 |
|
|
2018
Q4 | – | Sell |
-1,758
| Closed | -$231K | – | 321 |
|
|
2018
Q3 | $231K | Sell |
1,758
-66
| -4% | -$8.67K | 0.04% | 335 |
|
|
2018
Q2 | $209K | Buy |
+1,824
| New | +$209K | 0.04% | 333 |
|