SeaCrest Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
1,045
+14
| +1% | +$3.4K | 0.03% | 502 |
|
|
2025
Q1 | $250K | Sell |
1,031
-3
| -0.3% | -$727 | 0.03% | 549 |
|
|
2024
Q4 | $234K | Buy |
+1,034
| New | +$234K | 0.02% | 573 |
|
|
2022
Q3 | – | Sell |
-3,974
| Closed | -$566K | – | 744 |
|
|
2022
Q2 | $566K | Sell |
3,974
-395
| -9% | -$56.3K | 0.07% | 288 |
|
|
2022
Q1 | $680K | Buy |
4,369
+185
| +4% | +$28.8K | 0.08% | 269 |
|
|
2021
Q4 | $765K | Buy |
4,184
+137
| +3% | +$25K | 0.08% | 234 |
|
|
2021
Q3 | $674K | Sell |
4,047
-3
| -0.1% | -$500 | 0.08% | 253 |
|
|
2021
Q2 | $654K | Buy |
4,050
+39
| +1% | +$6.3K | 0.08% | 275 |
|
|
2021
Q1 | $614K | Buy |
4,011
+9
| +0.2% | +$1.38K | 0.08% | 268 |
|
|
2020
Q4 | $613K | Buy |
4,002
+253
| +7% | +$38.8K | 0.09% | 248 |
|
|
2020
Q3 | $495K | Buy |
3,749
+109
| +3% | +$14.4K | 0.08% | 253 |
|
|
2020
Q2 | $459K | Buy |
3,640
+49
| +1% | +$6.18K | 0.08% | 265 |
|
|
2020
Q1 | $341K | Hold |
3,591
| – | – | 0.07% | 291 |
|
|
2019
Q4 | $444K | Sell |
3,591
-49
| -1% | -$6.06K | 0.07% | 304 |
|
|
2019
Q3 | $453K | Buy |
3,640
+19
| +0.5% | +$2.37K | 0.08% | 280 |
|
|
2019
Q2 | $462K | Buy |
3,621
+118
| +3% | +$15.1K | 0.09% | 263 |
|
|
2019
Q1 | $363K | Buy |
3,503
+186
| +6% | +$19.3K | 0.06% | 314 |
|
|
2018
Q4 | $319K | Sell |
3,317
-117
| -3% | -$11.3K | 0.07% | 308 |
|
|
2018
Q3 | $453K | Sell |
3,434
-50
| -1% | -$6.6K | 0.08% | 281 |
|
|
2018
Q2 | $401K | Buy |
3,484
+161
| +5% | +$18.5K | 0.07% | 302 |
|
|
2018
Q1 | $364K | Sell |
3,323
-50
| -1% | -$5.48K | 0.07% | 321 |
|
|
2017
Q4 | $306K | Buy |
+3,373
| New | +$306K | 0.06% | 364 |
|