LGT Financial 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
Q3 | $5.28K | Hold |
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|
2025
Q2 | $5.37K | Hold |
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|
2025
Q1 | $5.33K | Sell |
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|
2024
Q4 | $52.2K | Hold |
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|
2024
Q3 | $49.6K | Sell |
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|
2024
Q2 | $69.5K | Sell |
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|
2024
Q1 | $155K | Sell |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $219K | Buy |
|