Lee Financial’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
8,406
+790
| +10% | +$192K | 0.29% | 34 |
|
|
2025
Q1 | $1.85M | Sell |
7,616
-819
| -10% | -$199K | 0.28% | 36 |
|
|
2024
Q4 | $1.91M | Sell |
8,435
-125
| -1% | -$28.3K | 0.27% | 37 |
|
|
2024
Q3 | $1.84M | Buy |
8,560
+760
| +10% | +$164K | 0.26% | 41 |
|
|
2024
Q2 | $1.54M | Sell |
7,800
-377
| -5% | -$74.3K | 0.25% | 40 |
|
|
2024
Q1 | $1.68M | Buy |
8,177
+123
| +2% | +$25.2K | 0.28% | 35 |
|
|
2023
Q4 | $1.66M | Sell |
8,054
-5
| -0.1% | -$1.03K | 0.29% | 32 |
|
|
2023
Q3 | $1.44M | Sell |
8,059
-2,100
| -21% | -$376K | 0.27% | 39 |
|
|
2023
Q2 | $1.68M | Hold |
10,159
| – | – | 0.29% | 36 |
|
|
2023
Q1 | $1.49M | Sell |
10,159
-1,526
| -13% | -$224K | 0.26% | 50 |
|
|
2022
Q4 | $1.57M | Buy |
11,685
+95
| +0.8% | +$12.7K | 0.27% | 49 |
|
|
2022
Q3 | $1.67M | Buy |
11,590
+21
| +0.2% | +$3.03K | 0.31% | 45 |
|
|
2022
Q2 | $1.65M | Buy |
11,569
+155
| +1% | +$22.1K | 0.3% | 45 |
|
|
2022
Q1 | $1.78M | Buy |
11,414
+60
| +0.5% | +$9.34K | 0.32% | 42 |
|
|
2021
Q4 | $2.08M | Sell |
11,354
-30
| -0.3% | -$5.49K | 0.39% | 33 |
|
|
2021
Q3 | $1.9M | Buy |
11,384
+11
| +0.1% | +$1.83K | 0.39% | 33 |
|
|
2021
Q2 | $1.84M | Sell |
11,373
-88
| -0.8% | -$14.2K | 0.39% | 35 |
|
|
2021
Q1 | $1.76M | Sell |
11,461
-414
| -3% | -$63.4K | 0.42% | 36 |
|
|
2020
Q4 | $1.82M | Buy |
11,875
+40
| +0.3% | +$6.13K | 0.47% | 32 |
|
|
2020
Q3 | $1.56M | Sell |
11,835
-28
| -0.2% | -$3.7K | 0.44% | 40 |
|
|
2020
Q2 | $1.5M | Sell |
11,863
-169
| -1% | -$21.3K | 0.42% | 40 |
|
|
2020
Q1 | $1.14M | Buy |
12,032
+3,579
| +42% | +$339K | 0.38% | 42 |
|
|
2019
Q4 | $1.05M | Buy |
8,453
+70
| +0.8% | +$8.65K | 0.23% | 63 |
|
|
2019
Q3 | $1.04M | Hold |
8,383
| – | – | 0.23% | 61 |
|
|
2019
Q2 | $1.07M | Sell |
8,383
-5
| -0.1% | -$638 | 0.24% | 59 |
|
|
2019
Q1 | $870K | Buy |
+8,388
| New | +$870K | 0.2% | 67 |
|