Legacy Capital Wealth Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Sell |
3,025
-94
| -3% | -$22.8K | 0.17% | 123 |
|
|
2025
Q1 | $756K | Sell |
3,119
-131
| -4% | -$31.8K | 0.19% | 112 |
|
|
2024
Q4 | $735K | Sell |
3,250
-3,857
| -54% | -$872K | 0.18% | 114 |
|
|
2024
Q3 | $1.53M | Buy |
7,107
+3,216
| +83% | +$692K | 0.31% | 66 |
|
|
2024
Q2 | $767K | Buy |
+3,891
| New | +$767K | 0.2% | 98 |
|
|
2024
Q1 | – | Sell |
-3,705
| Closed | -$762K | – | 145 |
|
|
2023
Q4 | $762K | Sell |
3,705
-41
| -1% | -$8.44K | 0.22% | 97 |
|
|
2023
Q3 | $671K | Buy |
+3,746
| New | +$671K | 0.18% | 115 |
|
|
2023
Q2 | – | Sell |
-3,693
| Closed | -$541K | – | 67 |
|
|
2023
Q1 | $541K | Buy |
+3,693
| New | +$541K | 0.15% | 131 |
|
|
2021
Q2 | – | Sell |
-3,243
| Closed | -$498K | – | 31 |
|
|
2021
Q1 | $498K | Buy |
3,243
+197
| +6% | +$30.3K | 0.21% | 47 |
|
|
2020
Q4 | $468K | Buy |
+3,046
| New | +$468K | 0.2% | 47 |
|