Sowell Financial Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
2,312
+132
| +6% | +$32.1K | 0.02% | 579 |
|
|
2025
Q1 | $529K | Buy |
+2,180
| New | +$529K | 0.02% | 570 |
|
|
2021
Q2 | – | Sell |
-4,674
| Closed | -$771K | – | 817 |
|
|
2021
Q1 | $771K | Sell |
4,674
-210
| -4% | -$34.6K | 0.03% | 488 |
|
|
2020
Q4 | $748K | Sell |
4,884
-75
| -2% | -$11.5K | 0.03% | 403 |
|
|
2020
Q3 | $655K | Buy |
4,959
+397
| +9% | +$52.4K | 0.03% | 396 |
|
|
2020
Q2 | $576K | Buy |
4,562
+616
| +16% | +$77.8K | 0.03% | 415 |
|
|
2020
Q1 | $374K | Sell |
3,946
-707
| -15% | -$67K | 0.03% | 487 |
|
|
2019
Q4 | $575K | Buy |
4,653
+180
| +4% | +$22.2K | 0.04% | 410 |
|
|
2019
Q3 | $557K | Buy |
+4,473
| New | +$557K | 0.05% | 383 |
|