Kestra Private Wealth 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 | $7.48M | Buy |
30,789
+992
| +3% | +$241K | 0.11% | 217 |
|
|
2025
Q1 | $7.22M | Sell |
29,797
-40
| -0.1% | -$9.7K | 0.12% | 196 |
|
|
2024
Q4 | $6.75M | Buy |
29,837
+2,535
| +9% | +$573K | 0.11% | 194 |
|
|
2024
Q3 | $5.87M | Buy |
27,302
+295
| +1% | +$63.4K | 0.11% | 209 |
|
|
2024
Q2 | $5.32M | Buy |
27,007
+41
| +0.2% | +$8.08K | 0.11% | 211 |
|
|
2024
Q1 | $5.52M | Sell |
26,966
-54
| -0.2% | -$11.1K | 0.12% | 186 |
|
|
2023
Q4 | $5.56M | Buy |
27,020
+382
| +1% | +$78.6K | 0.14% | 173 |
|
|
2023
Q3 | $4.77M | Buy |
26,638
+1,401
| +6% | +$251K | 0.15% | 160 |
|
|
2023
Q2 | $4.18M | Buy |
25,237
+482
| +2% | +$79.8K | 0.14% | 163 |
|
|
2023
Q1 | $3.63M | Buy |
24,755
+4,898
| +25% | +$718K | 0.14% | 162 |
|
|
2022
Q4 | $2.66M | Buy |
19,857
+131
| +0.7% | +$17.6K | 0.14% | 172 |
|
|
2022
Q3 | $2.85M | Buy |
19,726
+2,950
| +18% | +$426K | 0.16% | 146 |
|
|
2022
Q2 | $2.39M | Buy |
+16,776
| New | +$2.39M | 0.14% | 179 |
|