IFP Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $498K | Sell |
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|
2025
Q2 | $564K | Buy |
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|
2025
Q1 | $455K | Buy |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $321K | Buy |
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|
2024
Q1 | $109K | Buy |
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|
2023
Q4 | $83.8K | Sell |
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|
2023
Q3 | $98.4K | Buy |
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|
2023
Q2 | $68.3K | Sell |
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|
2023
Q1 | $34.5K | Sell |
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|
2022
Q4 | $96K | Sell |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | $174K | Hold |
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|
2022
Q1 | $174K | Buy |
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|
2021
Q4 | $243K | Sell |
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|
2021
Q3 | $224K | Buy |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | $72K | Sell |
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|
2020
Q4 | $77K | Sell |
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|
2020
Q3 | $90K | Sell |
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|
2020
Q2 | $195K | Sell |
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|
2020
Q1 | $155K | Buy |
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|
2019
Q4 | $168K | Sell |
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|
2019
Q3 | $186K | Buy |
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|
2019
Q1 | $54K | Sell |
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|
2018
Q4 | $174K | Sell |
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|
2018
Q3 | $255K | Buy |
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|
2018
Q2 | $183K | Sell |
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|
2018
Q1 | $157K | Hold |
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|
2017
Q4 | $157K | Sell |
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|
2017
Q3 | $268K | Buy |
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|
2017
Q2 | $228K | Sell |
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|
2017
Q1 | $254K | Sell |
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|
2016
Q4 | $250K | Buy |
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|
2016
Q3 | $187K | Buy |
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|
2016
Q2 | $173K | Buy |
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|
2016
Q1 | $54K | Sell |
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|
2015
Q4 | $74K | Buy |
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