Sigma Planning Corp’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-918
| Closed | -$223K | – | 1249 |
|
|
2025
Q1 | $223K | Sell |
918
-39
| -4% | -$9.46K | 0.01% | 1082 |
|
|
2024
Q4 | $216K | Buy |
+957
| New | +$216K | 0.01% | 1062 |
|
|
2024
Q2 | – | Sell |
-1,515
| Closed | -$311K | – | 1190 |
|
|
2024
Q1 | $311K | Buy |
1,515
+390
| +35% | +$79.9K | 0.01% | 946 |
|
|
2023
Q4 | $231K | Sell |
1,125
-814
| -42% | -$167K | 0.02% | 719 |
|
|
2023
Q3 | $347K | Sell |
1,939
-99
| -5% | -$17.7K | 0.01% | 861 |
|
|
2023
Q2 | $338K | Sell |
2,038
-598
| -23% | -$99.1K | 0.01% | 885 |
|
|
2023
Q1 | $386K | Buy |
2,636
+156
| +6% | +$22.9K | 0.01% | 910 |
|
|
2022
Q4 | $333K | Sell |
2,480
-628
| -20% | -$84.3K | 0.01% | 926 |
|
|
2022
Q3 | $449K | Sell |
3,108
-201
| -6% | -$29K | 0.02% | 774 |
|
|
2022
Q2 | $472K | Buy |
3,309
+345
| +12% | +$49.2K | 0.02% | 774 |
|
|
2022
Q1 | $462K | Buy |
2,964
+252
| +9% | +$39.3K | 0.01% | 864 |
|
|
2021
Q4 | $496K | Buy |
2,712
+220
| +9% | +$40.2K | 0.01% | 849 |
|
|
2021
Q3 | $415K | Buy |
2,492
+130
| +6% | +$21.6K | 0.01% | 893 |
|
|
2021
Q2 | $382K | Buy |
2,362
+296
| +14% | +$47.9K | 0.01% | 939 |
|
|
2021
Q1 | $316K | Buy |
2,066
+613
| +42% | +$93.8K | 0.01% | 943 |
|
|
2020
Q4 | $223K | Buy |
+1,453
| New | +$223K | 0.01% | 1029 |
|