OneDigital Investment 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 | $790K | Buy |
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2025
Q1 | $786K | Buy |
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|
2024
Q4 | $672K | Sell |
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|
2024
Q3 | $647K | Sell |
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|
2024
Q2 | $649K | Buy |
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|
2024
Q1 | $644K | Buy |
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|
2023
Q4 | $642K | Buy |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $311K | Buy |
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|
2023
Q1 | $219K | Sell |
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|
2022
Q4 | $260K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $10K | Buy |
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