Kelleher Financial 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
Q2 | $973K | Sell |
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|
2025
Q1 | $993K | Buy |
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|
2024
Q4 | $908K | Buy |
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|
2024
Q3 | $861K | Hold |
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|
2024
Q2 | $789K | Hold |
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|
2024
Q1 | $820K | Sell |
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|
2023
Q4 | $926K | Hold |
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|
2023
Q3 | $806K | Hold |
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|
2023
Q2 | $745K | Hold |
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|
2023
Q1 | $660K | Hold |
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|
2022
Q4 | $604K | Hold |
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|
2022
Q3 | $649K | Sell |
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|
2022
Q2 | $842K | Buy |
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|
2022
Q1 | $700K | Hold |
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|
2021
Q4 | $822K | Sell |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $726K | Sell |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $691K | Hold |
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|
2020
Q3 | $595K | Buy |
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|
2020
Q2 | $567K | Sell |
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|
2020
Q1 | $427K | Buy |
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|
2019
Q4 | $555K | Hold |
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|
2019
Q3 | $559K | Hold |
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|
2019
Q2 | $574K | Buy |
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|
2018
Q4 | $433K | Hold |
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|
2018
Q3 | $593K | Hold |
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|
2018
Q2 | $517K | Hold |
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|
2018
Q1 | $493K | Sell |
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|
2017
Q4 | $634K | Hold |
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|
2017
Q3 | $565K | Hold |
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|
2017
Q2 | $528K | Sell |
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|
2017
Q1 | $679K | Hold |
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|
2016
Q4 | $663K | Buy |
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