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	-863	Closed	-$206K	–	122
2025 Q3	$206K	Hold	863	–	–	0.06%	124
2025 Q2	$210K	Buy	+863	New	+$205K	0.07%	109
2025 Q1	–	Sell	-1,187	Closed	-$268K	–	103
2024 Q4	$268K	Sell	1,187 -39	-3%	-$8.74K	0.1%	80
2024 Q3	$264K	Sell	1,226 -334	-21%	-$69.9K	0.1%	75
2024 Q2	$307K	Buy	1,560 +6	+0.4%	+$1.19K	0.13%	68
2024 Q1	$318K	Sell	1,554 -67	-4%	-$13.5K	0.14%	67
2023 Q4	$334K	Sell	1,621 -61	-4%	-$11.3K	0.16%	59
2023 Q3	$301K	Sell	1,682 -24	-1%	-$4.25K	0.16%	57
2023 Q2	$283K	Buy	1,706 +39	+2%	+$5.9K	0.14%	61
2023 Q1	$244K	Hold	1,667	–	–	0.13%	64
2022 Q4	$251K	Buy	+1,667	New	+$237K	0.13%	68