Kestra Private Wealth 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
Q3 | $7.38M | Buy |
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|
2025
Q2 | $7.48M | Buy |
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|
2025
Q1 | $7.22M | Sell |
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|
2024
Q4 | $6.75M | Buy |
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|
2024
Q3 | $5.87M | Buy |
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|
2024
Q2 | $5.32M | Buy |
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|
2024
Q1 | $5.52M | Sell |
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|
2023
Q4 | $5.56M | Buy |
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|
2023
Q3 | $4.77M | Buy |
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|
2023
Q2 | $4.18M | Buy |
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|
2023
Q1 | $3.63M | Buy |
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|
2022
Q4 | $2.66M | Buy |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $2.39M | Buy |
|