Key Financial Inc’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
1,117
| – | – | 0.05% | 239 |
|
|
2025
Q1 | $271K | Hold |
1,117
| – | – | 0.06% | 224 |
|
|
2024
Q4 | $253K | Sell |
1,117
-46
| -4% | -$10.4K | 0.06% | 217 |
|
|
2024
Q3 | $250K | Buy |
1,163
+4
| +0.3% | +$860 | 0.06% | 224 |
|
|
2024
Q2 | $228K | Buy |
1,159
+3
| +0.3% | +$591 | 0.05% | 226 |
|
|
2024
Q1 | $237K | Hold |
1,156
| – | – | 0.06% | 211 |
|
|
2023
Q4 | $238K | Hold |
1,156
| – | – | 0.07% | 200 |
|
|
2023
Q3 | $207K | Hold |
1,156
| – | – | 0.07% | 196 |
|
|
2023
Q2 | $191K | Hold |
1,156
| – | – | 0.06% | 215 |
|
|
2023
Q1 | $169K | Hold |
1,156
| – | – | 0.06% | 216 |
|
|
2022
Q4 | $167K | Hold |
1,156
| – | – | 0.08% | 179 |
|
|
2022
Q3 | $167K | Hold |
1,156
| – | – | 0.08% | 181 |
|
|
2022
Q2 | $169K | Hold |
1,156
| – | – | 0.09% | 170 |
|
|
2022
Q1 | $180K | Hold |
1,156
| – | – | 0.09% | 176 |
|
|
2021
Q4 | $211K | Hold |
1,156
| – | – | 0.11% | 150 |
|
|
2021
Q3 | $193K | Hold |
1,156
| – | – | 0.11% | 152 |
|
|
2021
Q2 | $201K | Hold |
1,156
| – | – | 0.11% | 151 |
|
|
2021
Q1 | $177K | Hold |
1,156
| – | – | 0.12% | 149 |
|
|
2020
Q4 | $177K | Buy |
+1,156
| New | +$177K | 0.13% | 132 |
|
|
2020
Q2 | – | Sell |
-1,110
| Closed | -$108K | – | 152 |
|
|
2020
Q1 | $108K | Buy |
+1,110
| New | +$108K | 0.11% | 147 |
|