OneDigital Investment 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 | $790K | Buy |
3,251
+10
| +0.3% | +$2.43K | 0.01% | 724 |
|
|
2025
Q1 | $786K | Buy |
3,241
+267
| +9% | +$64.7K | 0.01% | 686 |
|
|
2024
Q4 | $672K | Sell |
2,974
-36
| -1% | -$8.14K | 0.01% | 776 |
|
|
2024
Q3 | $647K | Sell |
3,010
-284
| -9% | -$61.1K | 0.01% | 831 |
|
|
2024
Q2 | $649K | Buy |
3,294
+152
| +5% | +$29.9K | 0.01% | 789 |
|
|
2024
Q1 | $644K | Buy |
3,142
+24
| +0.8% | +$4.92K | 0.01% | 646 |
|
|
2023
Q4 | $642K | Buy |
3,118
+1,264
| +68% | +$260K | 0.01% | 626 |
|
|
2023
Q3 | $332K | Sell |
1,854
-21
| -1% | -$3.76K | 0.01% | 776 |
|
|
2023
Q2 | $311K | Buy |
1,875
+382
| +26% | +$63.3K | 0.01% | 815 |
|
|
2023
Q1 | $219K | Sell |
1,493
-446
| -23% | -$65.4K | 0.01% | 884 |
|
|
2022
Q4 | $260K | Buy |
+1,939
| New | +$260K | 0.01% | 708 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$13K | – | 587 |
|
|
2019
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 881 |
|
|
2019
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 873 |
|
|
2018
Q4 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 845 |
|