Lido 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
Q2 | $3.8M | Buy |
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|
2025
Q1 | $3.15M | Buy |
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|
2024
Q4 | $1.87M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $470K | Buy |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $278K | Sell |
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|
2022
Q1 | $309K | Sell |
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|
2021
Q4 | $428K | Buy |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $321K | Buy |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q4 | $207K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $887K | Sell |
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q3 | $914K | Buy |
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|
2019
Q2 | $868K | Buy |
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|
2019
Q1 | $641K | Buy |
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|
2018
Q4 | $423K | Sell |
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|
2018
Q3 | $944K | Sell |
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|
2018
Q2 | $829K | Buy |
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|
2018
Q1 | $703K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $296K | Buy |
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|
2017
Q1 | $216K | Buy |
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