Souders Financial 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 | $204K | Buy |
838
+1
| +0.1% | +$243 | 0.03% | 196 |
|
|
2025
Q1 | $203K | Sell |
837
-475
| -36% | -$115K | 0.03% | 181 |
|
|
2024
Q4 | $297K | Buy |
1,312
+2
| +0.2% | +$452 | 0.04% | 150 |
|
|
2024
Q3 | $282K | Buy |
1,310
+2
| +0.2% | +$430 | 0.04% | 146 |
|
|
2024
Q2 | $258K | Buy |
1,308
+7
| +0.5% | +$1.38K | 0.04% | 149 |
|
|
2024
Q1 | $267K | Sell |
1,301
-85
| -6% | -$17.4K | 0.04% | 146 |
|
|
2023
Q4 | $285K | Buy |
1,386
+3
| +0.2% | +$617 | 0.05% | 146 |
|
|
2023
Q3 | $248K | Sell |
1,383
-3
| -0.2% | -$537 | 0.05% | 146 |
|
|
2023
Q2 | $230K | Buy |
+1,386
| New | +$230K | 0.04% | 145 |
|