IFP Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Buy |
2,136
+260
| +14% | +$68.7K | 0.02% | 781 |
|
|
2025
Q1 | $455K | Buy |
1,876
+388
| +26% | +$94.1K | 0.01% | 804 |
|
|
2024
Q4 | $337K | Sell |
1,488
-28
| -2% | -$6.33K | 0.01% | 897 |
|
|
2024
Q3 | $326K | Sell |
1,516
-112
| -7% | -$24.1K | 0.01% | 863 |
|
|
2024
Q2 | $321K | Buy |
1,628
+1,097
| +207% | +$216K | 0.01% | 813 |
|
|
2024
Q1 | $109K | Buy |
531
+124
| +30% | +$25.4K | ﹤0.01% | 1256 |
|
|
2023
Q4 | $83.8K | Sell |
407
-143
| -26% | -$29.5K | ﹤0.01% | 1323 |
|
|
2023
Q3 | $98.4K | Buy |
550
+138
| +33% | +$24.7K | ﹤0.01% | 1261 |
|
|
2023
Q2 | $68.3K | Sell |
412
-253
| -38% | -$41.9K | ﹤0.01% | 1478 |
|
|
2023
Q1 | $34.5K | Sell |
665
-666
| -50% | -$34.5K | ﹤0.01% | 1764 |
|
|
2022
Q4 | $96K | Sell |
1,331
-1,765
| -57% | -$127K | ﹤0.01% | 1759 |
|
|
2022
Q3 | $191K | Buy |
3,096
+252
| +9% | +$15.5K | 0.01% | 1438 |
|
|
2022
Q2 | $174K | Hold |
2,844
| – | – | 0.01% | 1350 |
|
|
2022
Q1 | $174K | Buy |
2,844
+1,505
| +112% | +$92.1K | 0.01% | 1350 |
|
|
2021
Q4 | $243K | Sell |
1,339
-29
| -2% | -$5.26K | ﹤0.01% | 851 |
|
|
2021
Q3 | $224K | Buy |
1,368
+80
| +6% | +$13.1K | ﹤0.01% | 873 |
|
|
2021
Q2 | $206K | Buy |
1,288
+817
| +173% | +$131K | ﹤0.01% | 889 |
|
|
2021
Q1 | $72K | Sell |
471
-30
| -6% | -$4.59K | ﹤0.01% | 1304 |
|
|
2020
Q4 | $77K | Sell |
501
-180
| -26% | -$27.7K | ﹤0.01% | 1257 |
|
|
2020
Q3 | $90K | Sell |
681
-854
| -56% | -$113K | 0.01% | 1051 |
|
|
2020
Q2 | $195K | Sell |
1,535
-87
| -5% | -$11.1K | 0.02% | 674 |
|
|
2020
Q1 | $155K | Buy |
1,622
+270
| +20% | +$25.8K | 0.02% | 659 |
|
|
2019
Q4 | $168K | Sell |
1,352
-142
| -10% | -$17.6K | 0.01% | 732 |
|
|
2019
Q3 | $186K | Buy |
+1,494
| New | +$186K | 0.01% | 792 |
|
|
2019
Q1 | $54K | Sell |
525
-1,303
| -71% | -$134K | 0.01% | 932 |
|
|
2018
Q4 | $174K | Sell |
1,828
-103
| -5% | -$9.8K | 0.01% | 918 |
|
|
2018
Q3 | $255K | Buy |
1,931
+344
| +22% | +$45.4K | 0.01% | 947 |
|
|
2018
Q2 | $183K | Sell |
1,587
-141
| -8% | -$16.3K | 0.01% | 1101 |
|
|
2018
Q1 | $157K | Hold |
1,728
| – | – | 0.01% | 1107 |
|
|
2017
Q4 | $157K | Sell |
1,728
-1,583
| -48% | -$144K | 0.01% | 1106 |
|
|
2017
Q3 | $268K | Buy |
3,311
+290
| +10% | +$23.5K | 0.01% | 971 |
|
|
2017
Q2 | $228K | Sell |
3,021
-715
| -19% | -$54K | 0.01% | 1047 |
|
|
2017
Q1 | $254K | Sell |
3,736
-38
| -1% | -$2.58K | 0.01% | 998 |
|
|
2016
Q4 | $250K | Buy |
3,774
+1,020
| +37% | +$67.6K | 0.01% | 940 |
|
|
2016
Q3 | $187K | Buy |
2,754
+105
| +4% | +$7.13K | 0.01% | 1027 |
|
|
2016
Q2 | $173K | Buy |
2,649
+2,124
| +405% | +$139K | 0.01% | 1042 |
|
|
2016
Q1 | $54K | Sell |
525
-845
| -62% | -$86.9K | 0.01% | 932 |
|
|
2015
Q4 | $74K | Buy |
+1,370
| New | +$74K | 0.01% | 1339 |
|