Sowell Financial Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $543K | Buy |
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|
2025
Q3 | $557K | Buy |
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|
2025
Q2 | $562K | Buy |
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|
2025
Q1 | $529K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $771K | Sell |
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|
2020
Q4 | $748K | Sell |
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|
2020
Q3 | $655K | Buy |
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|
2020
Q2 | $576K | Buy |
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|
2020
Q1 | $374K | Sell |
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|
2019
Q4 | $575K | Buy |
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|
2019
Q3 | $557K | Buy |
|