IFG
BR icon

Independent Financial Group’s Broadridge BR Stock Holding History

Independent Financial Group’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-885
Closed -$215K – 1359
2025
Q2 		$215K Sell
885
-13
-1% -$3.09K 0.01% 1192
2025
Q1 		$218K Sell
898
-109
-11% -$25.7K 0.01% 1081
2024
Q4 		$228K Buy
1,007
+1
+0.1% +$224 0.01% 1032
2024
Q3 		$216K Buy
+1,006
New +$210K 0.01% 1035
2022
Q2 		– Sell
-1,289
Closed -$201K – 724
2022
Q1 		$201K Hold
1,289
– – 0.02% 732
2021
Q4 		$236K Hold
1,289
– – 0.02% 676
2021
Q3 		$215K Hold
1,289
– – 0.02% 645
2021
Q2 		$208K Buy
+1,289
New +$206K 0.02% 655

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Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return