Laurel Wealth Advisors (North Carolina)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
113,739
+113,271
| +24,203% | +$466K | 0.01% | 343 |
|
|
2025
Q1 | $113K | Hold |
468
| – | – | 0.02% | 224 |
|
|
2024
Q4 | $106K | Hold |
468
| – | – | 0.02% | 229 |
|
|
2024
Q3 | $101K | Sell |
468
-15
| -3% | -$3.23K | 0.02% | 235 |
|
|
2024
Q2 | $95.2K | Hold |
483
| – | – | 0.02% | 229 |
|
|
2024
Q1 | $98.9K | Sell |
483
-10
| -2% | -$2.05K | 0.02% | 238 |
|
|
2023
Q4 | $101K | Hold |
493
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $88.3K | Hold |
493
| – | – | 0.02% | 230 |
|
|
2023
Q2 | $81.7K | Hold |
493
| – | – | 0.02% | 245 |
|
|
2023
Q1 | $72.3K | Hold |
493
| – | – | 0.02% | 252 |
|
|
2022
Q4 | $66.1K | Sell |
493
-50
| -9% | -$6.71K | 0.02% | 237 |
|
|
2022
Q3 | $78K | Hold |
543
| – | – | 0.02% | 219 |
|
|
2022
Q2 | $77K | Hold |
543
| – | – | 0.02% | 222 |
|
|
2022
Q1 | $85K | Hold |
543
| – | – | 0.02% | 230 |
|
|
2021
Q4 | $99K | Hold |
543
| – | – | 0.02% | 213 |
|
|
2021
Q3 | $90K | Hold |
543
| – | – | 0.02% | 215 |
|
|
2021
Q2 | $88K | Sell |
543
-15
| -3% | -$2.43K | 0.02% | 226 |
|
|
2021
Q1 | $85K | Hold |
558
| – | – | 0.02% | 220 |
|
|
2020
Q4 | $85K | Hold |
558
| – | – | 0.02% | 212 |
|
|
2020
Q3 | $74K | Hold |
558
| – | – | 0.02% | 206 |
|
|
2020
Q2 | $70K | Hold |
558
| – | – | 0.02% | 204 |
|
|
2020
Q1 | $53K | Buy |
558
+15
| +3% | +$1.43K | 0.02% | 218 |
|
|
2019
Q4 | $67K | Hold |
543
| – | – | 0.02% | 219 |
|
|
2019
Q3 | $68K | Hold |
543
| – | – | 0.02% | 216 |
|
|
2019
Q2 | $69K | Hold |
543
| – | – | 0.02% | 212 |
|
|
2019
Q1 | $56K | Hold |
543
| – | – | 0.02% | 222 |
|
|
2018
Q4 | $52K | Buy |
+543
| New | +$52K | 0.02% | 212 |
|