Legacy Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,598
| Closed | -$2.58M | – | 70 |
|
|
2025
Q1 | $2.58M | Buy |
10,598
+392
| +4% | +$95.4K | 0.27% | 72 |
|
|
2024
Q4 | $2.32M | Buy |
10,206
+408
| +4% | +$92.6K | 0.22% | 76 |
|
|
2024
Q3 | $2.12M | Buy |
9,798
+187
| +2% | +$40.4K | 0.23% | 79 |
|
|
2024
Q2 | $1.9M | Buy |
9,611
+899
| +10% | +$178K | 0.23% | 80 |
|
|
2024
Q1 | $1.79M | Buy |
8,712
+394
| +5% | +$81K | 0.23% | 82 |
|
|
2023
Q4 | $1.72M | Sell |
8,318
-907
| -10% | -$187K | 0.22% | 87 |
|
|
2023
Q3 | $1.66M | Buy |
9,225
+1,188
| +15% | +$214K | 0.27% | 84 |
|
|
2023
Q2 | $1.33M | Buy |
8,037
+73
| +0.9% | +$12.1K | 0.2% | 96 |
|
|
2023
Q1 | $1.17M | Buy |
7,964
+893
| +13% | +$132K | 0.22% | 83 |
|
|
2022
Q4 | $953K | Buy |
7,071
+1,831
| +35% | +$247K | 0.17% | 92 |
|
|
2022
Q3 | $760K | Buy |
5,240
+719
| +16% | +$104K | 0.17% | 91 |
|
|
2022
Q2 | $647K | Buy |
4,521
+1,456
| +48% | +$208K | 0.14% | 97 |
|
|
2022
Q1 | $479K | Buy |
+3,065
| New | +$479K | 0.09% | 128 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 200 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 204 |
|