Keystone Financial Services (Colorado)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+863
| New | +$210K | 0.07% | 109 |
|
|
2025
Q1 | – | Sell |
-1,187
| Closed | -$268K | – | 103 |
|
|
2024
Q4 | $268K | Sell |
1,187
-39
| -3% | -$8.82K | 0.1% | 80 |
|
|
2024
Q3 | $264K | Sell |
1,226
-334
| -21% | -$71.8K | 0.1% | 75 |
|
|
2024
Q2 | $307K | Buy |
1,560
+6
| +0.4% | +$1.18K | 0.13% | 68 |
|
|
2024
Q1 | $318K | Sell |
1,554
-67
| -4% | -$13.7K | 0.14% | 67 |
|
|
2023
Q4 | $334K | Sell |
1,621
-61
| -4% | -$12.6K | 0.16% | 59 |
|
|
2023
Q3 | $301K | Sell |
1,682
-24
| -1% | -$4.3K | 0.16% | 57 |
|
|
2023
Q2 | $283K | Buy |
1,706
+39
| +2% | +$6.46K | 0.14% | 61 |
|
|
2023
Q1 | $244K | Hold |
1,667
| – | – | 0.13% | 64 |
|
|
2022
Q4 | $251K | Buy |
+1,667
| New | +$251K | 0.13% | 68 |
|