Larson Financial Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $247K | Buy |
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|
2024
Q4 | $61.5K | Buy |
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|
2024
Q3 | $26.2K | Buy |
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|
2024
Q2 | $20.9K | Hold |
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|
2024
Q1 | $21.7K | Sell |
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|
2023
Q4 | $24.1K | Hold |
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|
2023
Q3 | $20.9K | Sell |
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|
2023
Q2 | $30.3K | Buy |
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|
2023
Q1 | $17.1K | Hold |
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|
2022
Q4 | $15.7K | Hold |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | $12K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $12K | Hold |
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|
2019
Q4 | $15K | Hold |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $12K | Buy |
|