Independent Advisor Alliance’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
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|
2025
Q1 | $4.05M | Sell |
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|
2024
Q4 | $5.34M | Buy |
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|
2024
Q3 | $4.91M | Buy |
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|
2024
Q2 | $4.5M | Sell |
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|
2024
Q1 | $5.87M | Sell |
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|
2023
Q4 | $6.83M | Sell |
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|
2023
Q3 | $6.48M | Sell |
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|
2023
Q2 | $7.3M | Buy |
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|
2023
Q1 | $6.45M | Hold |
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|
2022
Q4 | $5.91K | Sell |
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|
2022
Q3 | $6.35M | Buy |
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|
2022
Q2 | $6.28M | Sell |
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|
2022
Q1 | $6.86M | Sell |
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|
2021
Q4 | $8.07M | Sell |
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|
2021
Q3 | $7.36M | Buy |
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|
2021
Q2 | $7.13M | Sell |
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|
2021
Q1 | $7.43M | Buy |
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|
2020
Q4 | $6.23M | Buy |
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|
2020
Q3 | $5.36M | Buy |
|