Keystone Financial Services (Colorado)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $206K | Hold |
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|
2025
Q2 | $210K | Buy |
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|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $307K | Buy |
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|
2024
Q1 | $318K | Sell |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $251K | Buy |
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