Lido 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 | $3.8M | Buy |
15,610
+2,630
| +20% | +$640K | 0.01% | 405 |
|
|
2025
Q1 | $3.15M | Buy |
12,980
+4,722
| +57% | +$1.15M | 0.01% | 412 |
|
|
2024
Q4 | $1.87M | Buy |
8,258
+2,726
| +49% | +$618K | 0.01% | 492 |
|
|
2024
Q3 | $1.19M | Buy |
5,532
+92
| +2% | +$19.8K | 0.01% | 584 |
|
|
2024
Q2 | $1.08M | Sell |
5,440
-302
| -5% | -$59.7K | 0.01% | 587 |
|
|
2024
Q1 | $1.18M | Buy |
5,742
+103
| +2% | +$21.2K | 0.01% | 538 |
|
|
2023
Q4 | $1.16M | Sell |
5,639
-152
| -3% | -$31.4K | 0.01% | 511 |
|
|
2023
Q3 | $1.04M | Buy |
5,791
+2,956
| +104% | +$529K | 0.01% | 483 |
|
|
2023
Q2 | $470K | Buy |
2,835
+296
| +12% | +$49K | ﹤0.01% | 688 |
|
|
2023
Q1 | $372K | Buy |
2,539
+634
| +33% | +$92.9K | ﹤0.01% | 728 |
|
|
2022
Q4 | $256K | Sell |
1,905
-132
| -6% | -$17.7K | ﹤0.01% | 750 |
|
|
2022
Q3 | $294K | Buy |
2,037
+82
| +4% | +$11.8K | ﹤0.01% | 669 |
|
|
2022
Q2 | $278K | Sell |
1,955
-33
| -2% | -$4.69K | ﹤0.01% | 676 |
|
|
2022
Q1 | $309K | Sell |
1,988
-354
| -15% | -$55K | ﹤0.01% | 716 |
|
|
2021
Q4 | $428K | Buy |
2,342
+345
| +17% | +$63K | ﹤0.01% | 584 |
|
|
2021
Q3 | $332K | Buy |
1,997
+16
| +0.8% | +$2.66K | ﹤0.01% | 627 |
|
|
2021
Q2 | $321K | Buy |
1,981
+220
| +12% | +$35.6K | ﹤0.01% | 600 |
|
|
2021
Q1 | $271K | Buy |
1,761
+409
| +30% | +$62.9K | ﹤0.01% | 611 |
|
|
2020
Q4 | $207K | Buy |
+1,352
| New | +$207K | ﹤0.01% | 661 |
|
|
2020
Q2 | – | Sell |
-9,302
| Closed | -$887K | – | 533 |
|
|
2020
Q1 | $887K | Sell |
9,302
-334
| -3% | -$31.8K | 0.04% | 218 |
|
|
2019
Q4 | $1.2M | Buy |
9,636
+2,323
| +32% | +$288K | 0.05% | 208 |
|
|
2019
Q3 | $914K | Buy |
7,313
+540
| +8% | +$67.5K | 0.05% | 206 |
|
|
2019
Q2 | $868K | Buy |
6,773
+605
| +10% | +$77.5K | 0.05% | 192 |
|
|
2019
Q1 | $641K | Buy |
6,168
+1,788
| +41% | +$186K | 0.04% | 224 |
|
|
2018
Q4 | $423K | Sell |
4,380
-2,755
| -39% | -$266K | 0.04% | 234 |
|
|
2018
Q3 | $944K | Sell |
7,135
-70
| -1% | -$9.26K | 0.09% | 123 |
|
|
2018
Q2 | $829K | Buy |
7,205
+793
| +12% | +$91.2K | 0.1% | 126 |
|
|
2018
Q1 | $703K | Buy |
+6,412
| New | +$703K | 0.1% | 130 |
|
|
2017
Q3 | – | Sell |
-3,915
| Closed | -$296K | – | 285 |
|
|
2017
Q2 | $296K | Buy |
3,915
+757
| +24% | +$57.2K | 0.06% | 173 |
|
|
2017
Q1 | $216K | Buy |
+3,158
| New | +$216K | 0.06% | 206 |
|