Koshinski Asset Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
6,993
+1,050
| +18% | +$255K | 0.13% | 162 |
|
|
2025
Q1 | $1.44M | Buy |
5,943
+153
| +3% | +$37.1K | 0.12% | 175 |
|
|
2024
Q4 | $1.31B | Sell |
5,790
-50
| -0.9% | -$11.3M | 0.11% | 181 |
|
|
2024
Q3 | $1.26M | Sell |
5,840
-151
| -3% | -$32.5K | 0.11% | 193 |
|
|
2024
Q2 | $1.2M | Sell |
5,991
-497
| -8% | -$99.4K | 0.11% | 185 |
|
|
2024
Q1 | $1.33M | Sell |
6,488
-1,462
| -18% | -$300K | 0.14% | 160 |
|
|
2023
Q4 | $1.64M | Buy |
7,950
+1,838
| +30% | +$378K | 0.25% | 110 |
|
|
2023
Q3 | $1.09M | Sell |
6,112
-160
| -3% | -$28.6K | 0.13% | 164 |
|
|
2023
Q2 | $1.04M | Sell |
6,272
-2,180
| -26% | -$361K | 0.11% | 188 |
|
|
2023
Q1 | $1.24M | Sell |
8,452
-116
| -1% | -$17K | 0.12% | 170 |
|
|
2022
Q4 | $1.15M | Sell |
8,568
-21
| -0.2% | -$2.82K | 0.11% | 203 |
|
|
2022
Q3 | $1.24M | Sell |
8,589
-13
| -0.2% | -$1.88K | 0.15% | 161 |
|
|
2022
Q2 | $1.23M | Sell |
8,602
-14
| -0.2% | -$2K | 0.12% | 191 |
|
|
2022
Q1 | $1.34M | Buy |
8,616
+38
| +0.4% | +$5.92K | 0.11% | 197 |
|
|
2021
Q4 | $1.57M | Buy |
8,578
+89
| +1% | +$16.3K | 0.13% | 176 |
|
|
2021
Q3 | $1.41M | Buy |
8,489
+2,142
| +34% | +$357K | 0.12% | 191 |
|
|
2021
Q2 | $1.03M | Sell |
6,347
-1,971
| -24% | -$318K | 0.13% | 190 |
|
|
2021
Q1 | $1.27M | Sell |
8,318
-117
| -1% | -$17.9K | 0.14% | 177 |
|
|
2020
Q4 | $1.29M | Sell |
8,435
-238
| -3% | -$36.5K | 0.16% | 159 |
|
|
2020
Q3 | $1.24K | Sell |
8,673
-3,119
| -26% | -$445 | 0.17% | 145 |
|
|
2020
Q2 | $1.49M | Sell |
11,792
-103
| -0.9% | -$13K | 0.24% | 108 |
|
|
2020
Q1 | $1.13M | Sell |
11,895
-351
| -3% | -$33.3K | 0.24% | 119 |
|
|
2019
Q4 | $1.5M | Buy |
+12,246
| New | +$1.5M | 0.26% | 117 |
|
|
2018
Q4 | – | Sell |
-14,026
| Closed | -$1.85M | – | 419 |
|
|
2018
Q3 | $1.85M | Buy |
+14,026
| New | +$1.85M | 0.26% | 111 |
|
|
2018
Q1 | – | Sell |
-12,523
| Closed | -$1.13M | – | 367 |
|
|
2017
Q4 | $1.13M | Buy |
+12,523
| New | +$1.13M | 0.28% | 119 |
|