Silver Oak Securities’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
1,778
-149
| -8% | -$36.2K | 0.04% | 445 |
|
|
2025
Q1 | $458K | Buy |
1,927
+205
| +12% | +$48.7K | 0.04% | 392 |
|
|
2024
Q4 | $388K | Buy |
1,722
+93
| +6% | +$21K | 0.04% | 440 |
|
|
2024
Q3 | $345K | Buy |
1,629
+501
| +44% | +$106K | 0.04% | 402 |
|
|
2024
Q2 | $222K | Sell |
1,128
-27
| -2% | -$5.32K | 0.03% | 358 |
|
|
2024
Q1 | $237K | Buy |
1,155
+56
| +5% | +$11.5K | 0.04% | 345 |
|
|
2023
Q4 | $226K | Buy |
1,099
+126
| +13% | +$25.9K | 0.03% | 433 |
|
|
2023
Q3 | $174K | Sell |
973
-440
| -31% | -$78.8K | 0.04% | 307 |
|
|
2023
Q2 | $234K | Buy |
1,413
+28
| +2% | +$4.64K | 0.04% | 391 |
|
|
2023
Q1 | $203K | Buy |
+1,385
| New | +$203K | 0.03% | 375 |
|
|
2022
Q4 | – | Sell |
-973
| Closed | -$174K | – | 326 |
|
|
2022
Q3 | $174K | Sell |
973
-322
| -25% | -$57.6K | 0.04% | 307 |
|
|
2022
Q2 | $202K | Buy |
+1,295
| New | +$202K | 0.05% | 263 |
|