Key Financial Inc’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 | $271K | Hold |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $250K | Buy |
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|
2024
Q2 | $228K | Buy |
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|
2024
Q1 | $237K | Hold |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $191K | Hold |
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|
2023
Q1 | $169K | Hold |
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|
2022
Q4 | $167K | Hold |
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|
2022
Q3 | $167K | Hold |
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|
2022
Q2 | $169K | Hold |
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|
2022
Q1 | $180K | Hold |
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|
2021
Q4 | $211K | Hold |
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|
2021
Q3 | $193K | Hold |
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|
2021
Q2 | $201K | Hold |
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|
2021
Q1 | $177K | Hold |
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|
2020
Q4 | $177K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $108K | Buy |
|