Sequoia Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
2,843
+1,690
| +147% | +$411K | ﹤0.01% | 849 |
|
|
2025
Q1 | $279K | Buy |
1,153
+101
| +10% | +$24.5K | ﹤0.01% | 1086 |
|
|
2024
Q4 | $238K | Buy |
+1,052
| New | +$238K | ﹤0.01% | 1131 |
|
|
2024
Q1 | – | Sell |
-1,767
| Closed | -$364K | – | 1163 |
|
|
2023
Q4 | $364K | Buy |
+1,767
| New | +$364K | ﹤0.01% | 852 |
|