Sheaff Brock Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.72M | Sell |
31,829
-59
| -0.2% | -$14.3K | 0.71% | 40 |
|
|
2024
Q4 | $7.21M | Sell |
31,888
-64
| -0.2% | -$14.5K | 0.63% | 45 |
|
|
2024
Q3 | $6.87M | Buy |
31,952
+163
| +0.5% | +$35.1K | 0.6% | 47 |
|
|
2024
Q2 | $6.26M | Sell |
31,789
-1,380
| -4% | -$272K | 0.58% | 46 |
|
|
2024
Q1 | $6.8M | Buy |
+33,169
| New | +$6.8M | 0.43% | 48 |
|
|
2020
Q1 | – | Sell |
-8,078
| Closed | -$998K | – | 412 |
|
|
2019
Q4 | $998K | Sell |
8,078
-167
| -2% | -$20.6K | 0.1% | 142 |
|
|
2019
Q3 | $1.03M | Sell |
8,245
-86
| -1% | -$10.7K | 0.11% | 132 |
|
|
2019
Q2 | $1.06M | Sell |
8,331
-371
| -4% | -$47.4K | 0.11% | 130 |
|
|
2019
Q1 | $902K | Sell |
8,702
-57
| -0.7% | -$5.91K | 0.11% | 156 |
|
|
2018
Q4 | $843K | Sell |
8,759
-71
| -0.8% | -$6.83K | 0.13% | 142 |
|
|
2018
Q3 | $1.17M | Sell |
8,830
-121
| -1% | -$16K | 0.11% | 124 |
|
|
2018
Q2 | $1.03M | Buy |
+8,951
| New | +$1.03M | 0.1% | 145 |
|