Salem Investment Counselors’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$54.9K Hold
225
﹤0.01% 566
2025
Q1
$54.8K Hold
225
﹤0.01% 560
2024
Q4
$51.1K Buy
225
+150
+200% +$34K ﹤0.01% 577
2024
Q3
$16.2K Hold
75
﹤0.01% 778
2024
Q2
$14.8K Hold
75
﹤0.01% 777
2024
Q1
$15.4K Hold
75
﹤0.01% 761
2023
Q4
$15.5K Hold
75
﹤0.01% 736
2023
Q3
$13.5K Hold
75
﹤0.01% 738
2023
Q2
$12.5K Hold
75
﹤0.01% 790
2023
Q1
$11K Sell
75
-150
-67% -$22.1K ﹤0.01% 797
2022
Q4
$30.2K Hold
225
﹤0.01% 595
2022
Q3
$33K Hold
225
﹤0.01% 544
2022
Q2
$32K Hold
225
﹤0.01% 581
2022
Q1
$35K Hold
225
﹤0.01% 566
2021
Q4
$41K Hold
225
﹤0.01% 588
2021
Q3
$37K Hold
225
﹤0.01% 534
2021
Q2
$36K Hold
225
﹤0.01% 535
2021
Q1
$34K Hold
225
﹤0.01% 508
2020
Q4
$34K Hold
225
﹤0.01% 496
2020
Q3
$30K Buy
225
+75
+50% +$10K ﹤0.01% 441
2020
Q2
$19K Hold
150
﹤0.01% 492
2020
Q1
$14K Hold
150
﹤0.01% 489
2019
Q4
$19K Hold
150
﹤0.01% 494
2019
Q3
$19K Hold
150
﹤0.01% 466
2019
Q2
$19K Hold
150
﹤0.01% 489
2019
Q1
$20K Buy
+150
New +$20K ﹤0.01% 366
2018
Q4
Sell
-150
Closed -$20K 204
2018
Q3
$20K Hold
150
﹤0.01% 366
2018
Q2
$17K Hold
150
﹤0.01% 390
2018
Q1
$16K Hold
150
﹤0.01% 410
2017
Q4
$14K Hold
150
﹤0.01% 425
2017
Q3
$12K Hold
150
﹤0.01% 437
2017
Q2
$11K Hold
150
﹤0.01% 462
2017
Q1
$10K Hold
150
﹤0.01% 526
2016
Q4
$10K Hold
150
﹤0.01% 494
2016
Q3
$102 Buy
+150
New +$102 ﹤0.01% 418