Lowe Wealth 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	$119K	Hold	491	–	–	0.05%	81
2025 Q1	$119K	Hold	491	–	–	0.05%	77
2024 Q4	$111K	Hold	491	–	–	0.05%	80
2024 Q3	$106K	Hold	491	–	–	0.05%	75
2024 Q2	$96.7K	Hold	491	–	–	0.04%	77
2024 Q1	$101K	Hold	491	–	–	0.05%	79
2023 Q4	$101K	Hold	491	–	–	0.05%	78
2023 Q3	$87.9K	Hold	491	–	–	0.05%	79
2023 Q2	$81.3K	Hold	491	–	–	0.04%	87
2023 Q1	$72K	Hold	491	–	–	0.04%	86
2022 Q4	$65.9K	Hold	491	–	–	0.04%	88
2022 Q3	$71K	Hold	491	–	–	0.04%	81
2022 Q2	$70K	Hold	491	–	–	0.04%	75
2022 Q1	$76K	Hold	491	–	–	0.03%	82
2021 Q4	$90K	Hold	491	–	–	0.04%	74
2021 Q3	$82K	Hold	491	–	–	0.04%	71
2021 Q2	$79K	Hold	491	–	–	0.04%	71
2021 Q1	$75K	Hold	491	–	–	0.04%	69
2020 Q4	$75K	Hold	491	–	–	0.04%	63
2020 Q3	$65K	Hold	491	–	–	0.04%	60
2020 Q2	$62K	Hold	491	–	–	0.04%	57
2020 Q1	$47K	Hold	491	–	–	0.03%	63
2019 Q4	$61K	Hold	491	–	–	0.03%	56
2019 Q3	$61K	Hold	491	–	–	0.04%	53
2019 Q2	$63K	Hold	491	–	–	0.04%	50
2019 Q1	$50K	Hold	491	–	–	0.03%	60
2018 Q4	$47K	Hold	491	–	–	0.03%	57
2018 Q3	$65K	Hold	491	–	–	0.04%	52
2018 Q2	$57K	Hold	491	–	–	0.04%	57
2018 Q1	$54K	Hold	491	–	–	0.03%	60
2017 Q4	$44K	Hold	491	–	–	0.03%	73
2017 Q3	$40K	Hold	491	–	–	0.03%	71
2017 Q2	$37K	Hold	491	–	–	0.02%	69
2017 Q1	$33K	Hold	491	–	–	0.02%	72
2016 Q4	$33K	Buy	+491	New	+$33K	0.02%	70