Prime Capital 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 | $387K | Buy |
1,591
+409
| +35% | +$99.4K | 0.01% | 690 |
|
|
2025
Q1 | $287K | Buy |
1,182
+179
| +18% | +$43.4K | ﹤0.01% | 851 |
|
|
2024
Q4 | $227K | Buy |
1,003
+25
| +3% | +$5.65K | ﹤0.01% | 807 |
|
|
2024
Q3 | $210K | Buy |
+978
| New | +$210K | ﹤0.01% | 846 |
|
|
2024
Q2 | – | Sell |
-1,071
| Closed | -$219K | – | 921 |
|
|
2024
Q1 | $219K | Buy |
1,071
+52
| +5% | +$10.7K | ﹤0.01% | 895 |
|
|
2023
Q4 | $210K | Buy |
+1,019
| New | +$210K | ﹤0.01% | 865 |
|