Spire Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
2,083
+5
| +0.2% | +$1.22K | 0.02% | 502 |
|
|
2025
Q1 | $504K | Buy |
2,078
+34
| +2% | +$8.24K | 0.02% | 558 |
|
|
2024
Q4 | $462K | Hold |
2,044
| – | – | 0.01% | 564 |
|
|
2024
Q3 | $440K | Sell |
2,044
-8
| -0.4% | -$1.72K | 0.01% | 550 |
|
|
2024
Q2 | $404K | Buy |
2,052
+2
| +0.1% | +$394 | 0.01% | 533 |
|
|
2024
Q1 | $420K | Sell |
2,050
-51
| -2% | -$10.4K | 0.01% | 571 |
|
|
2023
Q4 | $430K | Buy |
2,101
+1
| +0% | +$205 | 0.01% | 551 |
|
|
2023
Q3 | $376K | Sell |
2,100
-20
| -0.9% | -$3.58K | 0.01% | 543 |
|
|
2023
Q2 | $351K | Buy |
2,120
+50
| +2% | +$8.28K | 0.01% | 576 |
|
|
2023
Q1 | $303K | Sell |
2,070
-87
| -4% | -$12.8K | 0.01% | 612 |
|
|
2022
Q4 | $289K | Sell |
2,157
-2
| -0.1% | -$268 | 0.02% | 468 |
|
|
2022
Q3 | $312K | Buy |
2,159
+2
| +0.1% | +$289 | 0.02% | 429 |
|
|
2022
Q2 | $307K | Sell |
2,157
-685
| -24% | -$97.5K | 0.01% | 625 |
|
|
2022
Q1 | $443K | Sell |
2,842
-3,430
| -55% | -$535K | 0.01% | 611 |
|
|
2021
Q4 | $1.15M | Buy |
6,272
+3,625
| +137% | +$663K | 0.03% | 435 |
|
|
2021
Q3 | $441K | Sell |
2,647
-4,242
| -62% | -$707K | 0.01% | 633 |
|
|
2021
Q2 | $1.11M | Sell |
6,889
-8,186
| -54% | -$1.32M | 0.03% | 398 |
|
|
2021
Q1 | $2.31M | Buy |
+15,075
| New | +$2.31M | 0.06% | 251 |
|