Prospera Financial Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
4,728
-403
| -8% | -$98K | 0.02% | 612 |
|
|
2025
Q1 | $1.24M | Sell |
5,131
-44
| -0.9% | -$10.7K | 0.03% | 503 |
|
|
2024
Q4 | $1.17M | Buy |
5,175
+92
| +2% | +$20.8K | 0.03% | 497 |
|
|
2024
Q3 | $1.09M | Sell |
5,083
-93
| -2% | -$20K | 0.03% | 485 |
|
|
2024
Q2 | $1.02M | Buy |
5,176
+74
| +1% | +$14.6K | 0.03% | 492 |
|
|
2024
Q1 | $1.05M | Buy |
5,102
+119
| +2% | +$24.4K | 0.03% | 486 |
|
|
2023
Q4 | $1.03M | Buy |
4,983
+54
| +1% | +$11.1K | 0.03% | 466 |
|
|
2023
Q3 | $883K | Sell |
4,929
-380
| -7% | -$68K | 0.03% | 447 |
|
|
2023
Q2 | $879K | Sell |
5,309
-221
| -4% | -$36.6K | 0.03% | 453 |
|
|
2023
Q1 | $811K | Buy |
5,530
+126
| +2% | +$18.5K | 0.03% | 484 |
|
|
2022
Q4 | $725K | Buy |
5,404
+3
| +0.1% | +$402 | 0.04% | 441 |
|
|
2022
Q3 | $779K | Sell |
5,401
-56
| -1% | -$8.08K | 0.04% | 421 |
|
|
2022
Q2 | $778K | Buy |
5,457
+38
| +0.7% | +$5.42K | 0.04% | 424 |
|
|
2022
Q1 | $844K | Buy |
5,419
+1,720
| +46% | +$268K | 0.04% | 461 |
|
|
2021
Q4 | $676K | Sell |
3,699
-354
| -9% | -$64.7K | 0.03% | 492 |
|
|
2021
Q3 | $675K | Sell |
4,053
-11
| -0.3% | -$1.83K | 0.03% | 449 |
|
|
2021
Q2 | $656K | Sell |
4,064
-20
| -0.5% | -$3.23K | 0.03% | 461 |
|
|
2021
Q1 | $625K | Buy |
4,084
+13
| +0.3% | +$1.99K | 0.04% | 437 |
|
|
2020
Q4 | $624K | Buy |
4,071
+3,193
| +364% | +$489K | 0.04% | 380 |
|
|
2020
Q3 | $116K | Sell |
878
-3,105
| -78% | -$410K | 0.04% | 370 |
|
|
2020
Q2 | $495K | Buy |
3,983
+100
| +3% | +$12.4K | 0.04% | 354 |
|
|
2020
Q1 | $368K | Sell |
3,883
-105
| -3% | -$9.95K | 0.04% | 368 |
|
|
2019
Q4 | $493K | Buy |
+3,988
| New | +$493K | 0.04% | 384 |
|
|
2014
Q4 | – | Sell |
-8,500
| Closed | -$354K | – | 296 |
|
|
2014
Q3 | $354K | Hold |
8,500
| – | – | 0.1% | 168 |
|
|
2014
Q2 | $354K | Buy |
8,500
+1,300
| +18% | +$54.1K | 0.1% | 170 |
|
|
2014
Q1 | $267K | Buy |
+7,200
| New | +$267K | 0.08% | 187 |
|