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
2026 Q1	–	Sell	-458	Closed	-$102K	–	256
2025 Q4	$102K	Buy	+458	New	+$104K	0.01%	250
2025 Q2	–	Sell	-468	Closed	-$113K	–	255
2025 Q1	$113K	Hold	468	–	–	0.02%	224
2024 Q4	$106K	Hold	468	–	–	0.02%	229
2024 Q3	$101K	Sell	468 -15	-3%	-$3.14K	0.02%	236
2024 Q2	$95.2K	Hold	483	–	–	0.02%	230
2024 Q1	$98.9K	Sell	483 -10	-2%	-$2.02K	0.02%	239
2023 Q4	$101K	Hold	493	–	–	0.02%	225
2023 Q3	$88.3K	Hold	493	–	–	0.02%	231
2023 Q2	$81.7K	Hold	493	–	–	0.02%	246
2023 Q1	$72.3K	Hold	493	–	–	0.02%	253
2022 Q4	$66.1K	Sell	493 -50	-9%	-$7.1K	0.02%	238
2022 Q3	$78K	Hold	543	–	–	0.02%	220
2022 Q2	$77K	Hold	543	–	–	0.02%	223
2022 Q1	$85K	Hold	543	–	–	0.02%	231
2021 Q4	$99K	Hold	543	–	–	0.02%	214
2021 Q3	$90K	Hold	543	–	–	0.02%	216
2021 Q2	$88K	Sell	543 -15	-3%	-$2.4K	0.02%	227
2021 Q1	$85K	Hold	558	–	–	0.02%	221
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%	+$1.71K	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	+$58.8K	0.02%	212