Souders Financial Advisors’s Broadridge BR Stock Holding History

Souders Financial Advisors’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Buy
2025 Q1	$203K	Sell
2024 Q4	$297K	Buy
2024 Q3	$282K	Buy
2024 Q2	$258K	Buy
2024 Q1	$267K	Sell
2023 Q4	$285K	Buy
2023 Q3	$248K	Sell
2023 Q2	$230K	Buy