Sagespring Wealth Partners’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$307K	Buy	1,262 +194	+18%	+$47.2K	0.01%	570
2025 Q1	$259K	Buy	1,068 +130	+14%	+$31.5K	0.01%	562
2024 Q4	$212K	Buy	+938	New	+$212K	0.01%	578