Kestra Advisory Services’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 | $2.77M | Buy |
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|
2025
Q1 | $2.38M | Sell |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $2M | Sell |
|
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|
2024
Q2 | $1.91M | Buy |
|
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|
2024
Q1 | $1.71M | Buy |
|
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|
2023
Q4 | $1.57M | Buy |
|
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|
2023
Q3 | $1.22M | Buy |
|
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|
2023
Q2 | $1.07M | Sell |
|
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|
2023
Q1 | $1.11M | Sell |
|
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|
2022
Q4 | $1.78M | Buy |
|
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|
2022
Q3 | $1.71M | Buy |
|
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|
2022
Q2 | $1.37M | Buy |
|
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|
2022
Q1 | $1.22M | Sell |
|
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|
2021
Q4 | $1.82M | Buy |
|
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|
2021
Q3 | $1.65M | Buy |
|
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $957K | Buy |
|