SeaCrest Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
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|
2025
Q1 | $250K | Sell |
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|
2024
Q4 | $234K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $566K | Sell |
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|
2022
Q1 | $680K | Buy |
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|
2021
Q4 | $765K | Buy |
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|
2021
Q3 | $674K | Sell |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $614K | Buy |
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|
2020
Q4 | $613K | Buy |
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|
2020
Q3 | $495K | Buy |
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|
2020
Q2 | $459K | Buy |
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|
2020
Q1 | $341K | Hold |
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|
2019
Q4 | $444K | Sell |
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|
2019
Q3 | $453K | Buy |
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|
2019
Q2 | $462K | Buy |
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|
2019
Q1 | $363K | Buy |
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|
2018
Q4 | $319K | Sell |
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|
2018
Q3 | $453K | Sell |
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|
2018
Q2 | $401K | Buy |
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|
2018
Q1 | $364K | Sell |
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|
2017
Q4 | $306K | Buy |
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