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Safe Harbor Fiduciary’s Broadridge BR Stock Holding History

Safe Harbor Fiduciary’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$307K Sell
1,264
-80
-6% -$19.4K 0.29% 66
2025
Q1 		$326K Hold
1,344
– – 0.34% 58
2024
Q4 		$304K Hold
1,344
– – 0.31% 60
2024
Q3 		$289K Buy
+1,344
New +$289K 0.27% 65