Kestra Advisory Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
11,379
+1,582
| +16% | +$384K | 0.01% | 915 |
|
|
2025
Q1 | $2.38M | Sell |
9,797
-267
| -3% | -$64.7K | 0.01% | 909 |
|
|
2024
Q4 | $2.28M | Buy |
10,064
+763
| +8% | +$173K | 0.01% | 935 |
|
|
2024
Q3 | $2M | Sell |
9,301
-381
| -4% | -$81.9K | 0.01% | 947 |
|
|
2024
Q2 | $1.91M | Buy |
9,682
+1,353
| +16% | +$267K | 0.01% | 979 |
|
|
2024
Q1 | $1.71M | Buy |
8,329
+679
| +9% | +$139K | 0.01% | 953 |
|
|
2023
Q4 | $1.57M | Buy |
7,650
+859
| +13% | +$177K | 0.01% | 915 |
|
|
2023
Q3 | $1.22M | Buy |
6,791
+312
| +5% | +$55.9K | 0.01% | 907 |
|
|
2023
Q2 | $1.07M | Sell |
6,479
-1,090
| -14% | -$181K | 0.01% | 947 |
|
|
2023
Q1 | $1.11M | Sell |
7,569
-5,700
| -43% | -$835K | 0.01% | 890 |
|
|
2022
Q4 | $1.78M | Buy |
13,269
+1,424
| +12% | +$191K | 0.02% | 799 |
|
|
2022
Q3 | $1.71M | Buy |
11,845
+2,217
| +23% | +$320K | 0.02% | 732 |
|
|
2022
Q2 | $1.37M | Buy |
9,628
+1,817
| +23% | +$259K | 0.01% | 821 |
|
|
2022
Q1 | $1.22M | Sell |
7,811
-2,169
| -22% | -$338K | 0.01% | 870 |
|
|
2021
Q4 | $1.83M | Buy |
9,980
+107
| +1% | +$19.6K | 0.02% | 721 |
|
|
2021
Q3 | $1.65M | Buy |
9,873
+285
| +3% | +$47.5K | 0.02% | 789 |
|
|
2021
Q2 | $1.55M | Buy |
9,588
+366
| +4% | +$59.1K | 0.02% | 751 |
|
|
2021
Q1 | $1.41M | Buy |
9,222
+1,151
| +14% | +$176K | 0.02% | 727 |
|
|
2020
Q4 | $1.23M | Buy |
8,071
+7,967
| +7,661% | +$1.21M | 0.01% | 767 |
|
|
2020
Q3 | $957K | Buy |
+104
| New | +$957K | 0.02% | 630 |
|