RDA Financial Network’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Sell
972
-21
-2% -$5.1K 0.06% 231
2025
Q1
$241K Sell
993
-1
-0.1% -$242 0.07% 217
2024
Q4
$225K Sell
994
-21
-2% -$4.75K 0.07% 224
2024
Q3
$218K Sell
1,015
-25
-2% -$5.38K 0.07% 219
2024
Q2
$205K Sell
1,040
-2
-0.2% -$394 0.07% 219
2024
Q1
$213K Sell
1,042
-40
-4% -$8.19K 0.07% 214
2023
Q4
$223K Buy
+1,082
New +$223K 0.08% 209