Pin Oak 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 | – | Sell |
-72
| Closed | -$17K | – | 453 |
|
|
2025
Q1 | $17K | Hold |
72
| – | – | 0.01% | 278 |
|
|
2024
Q4 | $15K | Hold |
72
| – | – | 0.01% | 296 |
|
|
2024
Q3 | $15K | Hold |
72
| – | – | 0.01% | 297 |
|
|
2024
Q2 | $14K | Hold |
72
| – | – | 0.01% | 300 |
|
|
2024
Q1 | $15K | Buy |
+72
| New | +$15K | 0.01% | 294 |
|