MCF 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 | $183K | Hold |
754
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $183K | Sell |
754
-466
| -38% | -$113K | 0.01% | 235 |
|
|
2024
Q4 | $276K | Buy |
1,220
+68
| +6% | +$15.4K | 0.02% | 198 |
|
|
2024
Q3 | $248K | Sell |
1,152
-1
| -0.1% | -$216 | 0.02% | 209 |
|
|
2024
Q2 | $228K | Hold |
1,153
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $237K | Buy |
1,153
+1
| +0.1% | +$205 | 0.02% | 213 |
|
|
2023
Q4 | $238K | Hold |
1,152
| – | – | 0.02% | 206 |
|
|
2023
Q3 | $207K | Hold |
1,152
| – | – | 0.02% | 208 |
|
|
2023
Q2 | $191K | Buy |
1,152
+724
| +169% | +$120K | 0.02% | 221 |
|
|
2023
Q1 | $62.7K | Hold |
428
| – | – | 0.01% | 331 |
|
|
2022
Q4 | $57.4K | Hold |
428
| – | – | 0.01% | 329 |
|
|
2022
Q3 | $62K | Hold |
428
| – | – | 0.01% | 312 |
|
|
2022
Q2 | $61K | Buy |
+428
| New | +$61K | 0.01% | 291 |
|
|
2016
Q1 | – | Sell |
-80
| Closed | -$4K | – | 439 |
|
|
2015
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 394 |
|
|
2015
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 383 |
|
|
2015
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 394 |
|
|
2015
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 381 |
|
|
2014
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 368 |
|
|
2014
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 402 |
|
|
2014
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 380 |
|
|
2014
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 377 |
|
|
2013
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 363 |
|
|
2013
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 353 |
|
|
2013
Q2 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 276 |
|