SOA Wealth Advisors’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11
| Closed | -$2.67K | – | 887 |
|
|
2025
Q1 | $2.67K | Hold |
11
| – | – | ﹤0.01% | 684 |
|
|
2024
Q4 | $2.49K | Hold |
11
| – | – | ﹤0.01% | 670 |
|
|
2024
Q3 | $2.37K | Hold |
11
| – | – | ﹤0.01% | 656 |
|
|
2024
Q2 | $2.17K | Sell |
11
-2
| -15% | -$394 | ﹤0.01% | 665 |
|
|
2024
Q1 | $2.66K | Hold |
13
| – | – | ﹤0.01% | 674 |
|
|
2023
Q4 | $2.68K | Hold |
13
| – | – | ﹤0.01% | 665 |
|
|
2023
Q3 | $2.33K | Hold |
13
| – | – | ﹤0.01% | 701 |
|
|
2023
Q2 | $2.15K | Hold |
13
| – | – | ﹤0.01% | 720 |
|
|
2023
Q1 | $1.91K | Hold |
13
| – | – | ﹤0.01% | 733 |
|
|
2022
Q4 | $1.74K | Hold |
13
| – | – | ﹤0.01% | 749 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 749 |
|
|
2022
Q2 | $1K | Sell |
13
-77
| -86% | -$5.92K | ﹤0.01% | 738 |
|
|
2022
Q1 | $14K | Hold |
90
| – | – | ﹤0.01% | 518 |
|
|
2021
Q4 | $16K | Hold |
90
| – | – | ﹤0.01% | 483 |
|
|
2021
Q3 | $14K | Hold |
90
| – | – | ﹤0.01% | 516 |
|
|
2021
Q2 | $14K | Buy |
90
+81
| +900% | +$12.6K | ﹤0.01% | 512 |
|
|
2021
Q1 | $1K | Buy |
9
+2
| +29% | +$222 | ﹤0.01% | 749 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 726 |
|