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Optimize Financial’s Broadridge BR Stock Holding History

Optimize Financial’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$373K Sell
1,534
-10
-0.6% -$2.43K 0.23% 131
2025
Q1 		$374K Sell
1,544
-60
-4% -$14.5K 0.27% 127
2024
Q4 		$363K Buy
+1,604
New +$363K 0.27% 108