Red Tortoise LLC’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.92K Hold
12
﹤0.01% 458
2025
Q1
$2.91K Hold
12
﹤0.01% 438
2024
Q4
$2.71K Hold
12
﹤0.01% 470
2024
Q3
$2.58K Hold
12
﹤0.01% 475
2024
Q2
$2.36K Hold
12
﹤0.01% 485
2024
Q1
$2.46K Hold
12
﹤0.01% 478
2023
Q4
$2.47K Hold
12
﹤0.01% 427
2023
Q3
$2.15K Hold
12
﹤0.01% 430
2023
Q2
$1.99K Hold
12
﹤0.01% 459
2023
Q1
$1.76K Hold
12
﹤0.01% 462
2022
Q4
$1.61K Buy
+12
New +$1.61K ﹤0.01% 509
2021
Q4
Sell
-12
Closed -$2K 129
2021
Q3
$2K Buy
+12
New +$2K ﹤0.01% 405