Level Four Advisory Services’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.77M	Buy	23,730 +145	+0.6%	+$35.2K	0.21%	133
2025 Q1	$5.72M	Sell	23,585 -885	-4%	-$215K	0.24%	127
2024 Q4	$5.53M	Buy	24,470 +231	+1%	+$52.2K	0.23%	120
2024 Q3	$5.11M	Buy	24,239 +1,685	+7%	+$355K	0.22%	137
2024 Q2	$4.44M	Buy	+22,554	New	+$4.44M	0.2%	144