Legacy Advisors’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
Sell
2025
Q1
$2.58M Buy
2024
Q4
$2.32M Buy
2024
Q3
$2.12M Buy
2024
Q2
$1.9M Buy
2024
Q1
$1.79M Buy
2023
Q4
$1.72M Sell
2023
Q3
$1.66M Buy
2023
Q2
$1.33M Buy
2023
Q1
$1.17M Buy
2022
Q4
$953K Buy
2022
Q3
$760K Buy
2022
Q2
$647K Buy
2022
Q1
$479K Buy
2017
Q2
Hold
2017
Q1
Hold