Shore Point 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 | $366K | Hold |
1,504
| – | – | 0.18% | 55 |
|
|
2025
Q1 | $365K | Hold |
1,504
| – | – | 0.19% | 50 |
|
|
2024
Q4 | $340K | Hold |
1,504
| – | – | 0.18% | 50 |
|
|
2024
Q3 | $323K | Hold |
1,504
| – | – | 0.17% | 49 |
|
|
2024
Q2 | $296K | Hold |
1,504
| – | – | 0.17% | 47 |
|
|
2024
Q1 | $308K | Sell |
1,504
-373
| -20% | -$76.4K | 0.18% | 46 |
|
|
2023
Q4 | $386K | Hold |
1,877
| – | – | 0.24% | 40 |
|
|
2023
Q3 | $336K | Hold |
1,877
| – | – | 0.24% | 42 |
|
|
2023
Q2 | $311K | Hold |
1,877
| – | – | 0.22% | 43 |
|
|
2023
Q1 | $275K | Hold |
1,877
| – | – | 0.21% | 43 |
|
|
2022
Q4 | $252K | Hold |
1,877
| – | – | 0.21% | 45 |
|
|
2022
Q3 | $271K | Hold |
1,877
| – | – | 0.26% | 31 |
|
|
2022
Q2 | $268K | Hold |
1,877
| – | – | 0.25% | 33 |
|
|
2022
Q1 | $292K | Sell |
1,877
-1,380
| -42% | -$215K | 0.25% | 31 |
|
|
2021
Q4 | $595K | Buy |
+3,257
| New | +$595K | 0.49% | 23 |
|