Larson Financial Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
867
-153
| -15% | -$37.2K | 0.01% | 648 |
|
|
2025
Q1 | $247K | Buy |
1,020
+748
| +275% | +$181K | 0.01% | 577 |
|
|
2024
Q4 | $61.5K | Buy |
272
+150
| +123% | +$33.9K | ﹤0.01% | 839 |
|
|
2024
Q3 | $26.2K | Buy |
122
+16
| +15% | +$3.43K | ﹤0.01% | 1102 |
|
|
2024
Q2 | $20.9K | Hold |
106
| – | – | ﹤0.01% | 1031 |
|
|
2024
Q1 | $21.7K | Sell |
106
-11
| -9% | -$2.25K | ﹤0.01% | 871 |
|
|
2023
Q4 | $24.1K | Hold |
117
| – | – | ﹤0.01% | 805 |
|
|
2023
Q3 | $20.9K | Sell |
117
-66
| -36% | -$11.8K | ﹤0.01% | 801 |
|
|
2023
Q2 | $30.3K | Buy |
183
+66
| +56% | +$10.9K | ﹤0.01% | 643 |
|
|
2023
Q1 | $17.1K | Hold |
117
| – | – | ﹤0.01% | 786 |
|
|
2022
Q4 | $15.7K | Hold |
117
| – | – | ﹤0.01% | 749 |
|
|
2022
Q3 | $17K | Buy |
117
+36
| +44% | +$5.23K | ﹤0.01% | 660 |
|
|
2022
Q2 | $12K | Buy |
+81
| New | +$12K | ﹤0.01% | 654 |
|
|
2020
Q3 | – | Sell |
-125
| Closed | -$16K | – | 726 |
|
|
2020
Q2 | $16K | Hold |
125
| – | – | 0.01% | 311 |
|
|
2020
Q1 | $12K | Hold |
125
| – | – | 0.01% | 262 |
|
|
2019
Q4 | $15K | Hold |
125
| – | – | 0.01% | 253 |
|
|
2019
Q3 | $16K | Hold |
125
| – | – | 0.01% | 244 |
|
|
2019
Q2 | $16K | Hold |
125
| – | – | 0.01% | 205 |
|
|
2019
Q1 | $13K | Hold |
125
| – | – | 0.01% | 209 |
|
|
2018
Q4 | $12K | Buy |
+125
| New | +$12K | 0.01% | 204 |
|