LGT Financial 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 | $5.37K | Hold |
22
| – | – | 0.01% | 290 |
|
|
2025
Q1 | $5.33K | Sell |
22
-209
| -90% | -$50.7K | 0.02% | 219 |
|
|
2024
Q4 | $52.2K | Hold |
231
| – | – | 0.12% | 141 |
|
|
2024
Q3 | $49.6K | Sell |
231
-122
| -35% | -$26.2K | 0.12% | 116 |
|
|
2024
Q2 | $69.5K | Sell |
353
-404
| -53% | -$79.5K | 0.15% | 120 |
|
|
2024
Q1 | $155K | Sell |
757
-604
| -44% | -$124K | 0.18% | 135 |
|
|
2023
Q4 | $280K | Buy |
1,361
+38
| +3% | +$7.82K | 0.34% | 63 |
|
|
2023
Q3 | $237K | Sell |
1,323
-88
| -6% | -$15.8K | 0.3% | 69 |
|
|
2023
Q2 | $234K | Sell |
1,411
-83
| -6% | -$13.8K | 0.25% | 102 |
|
|
2023
Q1 | $219K | Buy |
+1,494
| New | +$219K | 0.41% | 78 |
|