Laurel Wealth Advisors (North Carolina)’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 | $468K | Buy |
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|
2025
Q1 | $113K | Hold |
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|
2024
Q4 | $106K | Hold |
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|
2024
Q3 | $101K | Sell |
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|
2024
Q2 | $95.2K | Hold |
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|
2024
Q1 | $98.9K | Sell |
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|
2023
Q4 | $101K | Hold |
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|
2023
Q3 | $88.3K | Hold |
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|
2023
Q2 | $81.7K | Hold |
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|
2023
Q1 | $72.3K | Hold |
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|
2022
Q4 | $66.1K | Sell |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $77K | Hold |
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|
2022
Q1 | $85K | Hold |
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|
2021
Q4 | $99K | Hold |
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|
2021
Q3 | $90K | Hold |
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|
2021
Q2 | $88K | Sell |
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|
2021
Q1 | $85K | Hold |
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|
2020
Q4 | $85K | Hold |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $53K | Buy |
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|
2019
Q4 | $67K | Hold |
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|
2019
Q3 | $68K | Hold |
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|
2019
Q2 | $69K | Hold |
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|
2019
Q1 | $56K | Hold |
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|
2018
Q4 | $52K | Buy |
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