Raymond James Financial Services Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.91M | Buy |
41,433
+4,039
| +11% | +$869K | 0.01% | 915 |
|
|
2024
Q2 | $7.37M | Sell |
37,394
-17,970
| -32% | -$3.54M | 0.01% | 966 |
|
|
2024
Q1 | $11.3M | Buy |
55,364
+941
| +2% | +$193K | 0.02% | 748 |
|
|
2023
Q4 | $11.2M | Buy |
54,423
+2,415
| +5% | +$497K | 0.02% | 701 |
|
|
2023
Q3 | $9.31M | Sell |
52,008
-588
| -1% | -$105K | 0.02% | 730 |
|
|
2023
Q2 | $8.71M | Buy |
52,596
+185
| +0.4% | +$30.6K | 0.02% | 766 |
|
|
2023
Q1 | $7.68M | Buy |
52,411
+955
| +2% | +$140K | 0.01% | 804 |
|
|
2022
Q4 | $6.9M | Sell |
51,456
-379
| -0.7% | -$50.8K | 0.01% | 826 |
|
|
2022
Q3 | $7.48M | Buy |
51,835
+1,402
| +3% | +$202K | 0.02% | 742 |
|
|
2022
Q2 | $7.19M | Buy |
50,433
+1,651
| +3% | +$235K | 0.02% | 759 |
|
|
2022
Q1 | $7.6M | Sell |
48,782
-5,444
| -10% | -$848K | 0.01% | 802 |
|
|
2021
Q4 | $9.92M | Sell |
54,226
-23
| -0% | -$4.21K | 0.02% | 689 |
|
|
2021
Q3 | $9.04M | Buy |
54,249
+4,910
| +10% | +$818K | 0.02% | 709 |
|
|
2021
Q2 | $7.97M | Buy |
49,339
+10,973
| +29% | +$1.77M | 0.02% | 758 |
|
|
2021
Q1 | $5.88M | Sell |
38,366
-3,351
| -8% | -$513K | 0.01% | 827 |
|
|
2020
Q4 | $6.39M | Buy |
41,717
+986
| +2% | +$151K | 0.02% | 731 |
|
|
2020
Q3 | $5.38M | Buy |
40,731
+5,289
| +15% | +$698K | 0.02% | 728 |
|
|
2020
Q2 | $4.47M | Buy |
35,442
+7,884
| +29% | +$995K | 0.01% | 746 |
|
|
2020
Q1 | $2.61M | Buy |
27,558
+755
| +3% | +$71.6K | 0.01% | 771 |
|
|
2019
Q4 | $3.31M | Buy |
26,803
+1,831
| +7% | +$226K | 0.01% | 903 |
|
|
2019
Q3 | $3.11M | Buy |
24,972
+4,751
| +23% | +$592K | 0.01% | 881 |
|
|
2019
Q2 | $2.58M | Buy |
20,221
+4,020
| +25% | +$513K | 0.01% | 963 |
|
|
2019
Q1 | $1.68M | Sell |
16,201
-14,925
| -48% | -$1.55M | 0.01% | 1166 |
|
|
2018
Q4 | $3M | Buy |
31,126
+20,604
| +196% | +$1.98M | 0.02% | 717 |
|
|
2018
Q3 | $1.39M | Sell |
10,522
-3,551
| -25% | -$469K | 0.01% | 1273 |
|
|
2018
Q2 | $1.62M | Buy |
14,073
+4,072
| +41% | +$469K | 0.01% | 1142 |
|
|
2018
Q1 | $1.1M | Buy |
10,001
+643
| +7% | +$70.5K | 0.01% | 1251 |
|
|
2017
Q4 | $848K | Sell |
9,358
-5,379
| -36% | -$487K | 0.01% | 1403 |
|
|
2017
Q3 | $1.19M | Buy |
14,737
+1,902
| +15% | +$154K | 0.01% | 1195 |
|
|
2017
Q2 | $970K | Buy |
12,835
+7,049
| +122% | +$533K | 0.01% | 1289 |
|
|
2017
Q1 | $393K | Sell |
5,786
-7,658
| -57% | -$520K | ﹤0.01% | 1719 |
|
|
2016
Q4 | $891K | Buy |
13,444
+348
| +3% | +$23.1K | 0.01% | 1182 |
|
|
2016
Q3 | $888K | Buy |
13,096
+8,039
| +159% | +$545K | 0.01% | 1155 |
|
|
2016
Q2 | $330K | Buy |
+5,057
| New | +$330K | ﹤0.01% | 1657 |
|