Moody Lynn & Lieberson’s Broadridge BR Stock Holding History

Moody Lynn & Lieberson’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$685K	Buy
2025 Q2	$681K	Sell
2025 Q1	$681K	Hold
2024 Q4	$635K	Buy
2024 Q3	$599K	Buy