Steward Partners Investment Advisory’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
16,664
+1,559
| +10% | +$379K | 0.03% | 483 |
|
|
2025
Q1 | $3.66M | Buy |
15,105
+927
| +7% | +$225K | 0.03% | 478 |
|
|
2024
Q4 | $3.21M | Buy |
14,178
+1,312
| +10% | +$297K | 0.03% | 491 |
|
|
2024
Q3 | $2.77M | Buy |
12,866
+8
| +0.1% | +$1.72K | 0.03% | 525 |
|
|
2024
Q2 | $2.53M | Sell |
12,858
-891
| -6% | -$176K | 0.03% | 516 |
|
|
2024
Q1 | $2.82M | Buy |
13,749
+85
| +0.6% | +$17.4K | 0.03% | 472 |
|
|
2023
Q4 | $2.81M | Sell |
13,664
-173
| -1% | -$35.6K | 0.04% | 419 |
|
|
2023
Q3 | $2.48M | Buy |
13,837
+218
| +2% | +$39K | 0.04% | 410 |
|
|
2023
Q2 | $2.26M | Buy |
13,619
+146
| +1% | +$24.2K | 0.03% | 444 |
|
|
2023
Q1 | $1.97M | Buy |
13,473
+395
| +3% | +$57.9K | 0.03% | 467 |
|
|
2022
Q4 | $1.75M | Buy |
13,078
+269
| +2% | +$36.1K | 0.03% | 488 |
|
|
2022
Q3 | $1.85M | Buy |
12,809
+394
| +3% | +$56.9K | 0.03% | 456 |
|
|
2022
Q2 | $1.77M | Buy |
12,415
+264
| +2% | +$37.6K | 0.03% | 465 |
|
|
2022
Q1 | $1.89M | Buy |
12,151
+484
| +4% | +$75.4K | 0.03% | 492 |
|
|
2021
Q4 | $2.13M | Sell |
11,667
-253
| -2% | -$46.3K | 0.03% | 480 |
|
|
2021
Q3 | $1.99M | Buy |
11,920
+216
| +2% | +$36K | 0.03% | 461 |
|
|
2021
Q2 | $1.89M | Sell |
11,704
-997
| -8% | -$161K | 0.03% | 459 |
|
|
2021
Q1 | $1.94M | Buy |
12,701
+1,446
| +13% | +$221K | 0.03% | 444 |
|
|
2020
Q4 | $1.72M | Sell |
11,255
-269
| -2% | -$41.2K | 0.04% | 395 |
|
|
2020
Q3 | $1.52M | Buy |
11,524
+313
| +3% | +$41.3K | 0.04% | 374 |
|
|
2020
Q2 | $1.42M | Buy |
11,211
+459
| +4% | +$57.9K | 0.04% | 373 |
|
|
2020
Q1 | $1.02M | Buy |
10,752
+821
| +8% | +$77.8K | 0.04% | 383 |
|
|
2019
Q4 | $1.23M | Buy |
9,931
+201
| +2% | +$24.8K | 0.04% | 400 |
|
|
2019
Q3 | $1.21M | Buy |
9,730
+72
| +0.7% | +$8.95K | 0.04% | 367 |
|
|
2019
Q2 | $1.23M | Sell |
9,658
-120
| -1% | -$15.3K | 0.05% | 344 |
|
|
2019
Q1 | $1.01M | Buy |
9,778
+951
| +11% | +$98.5K | 0.04% | 354 |
|
|
2018
Q4 | $849K | Buy |
8,827
+55
| +0.6% | +$5.29K | 0.04% | 366 |
|
|
2018
Q3 | $1.16M | Buy |
8,772
+1,944
| +28% | +$257K | 0.06% | 310 |
|
|
2018
Q2 | $786K | Buy |
6,828
+115
| +2% | +$13.2K | 0.05% | 346 |
|
|
2018
Q1 | $736K | Buy |
6,713
+376
| +6% | +$41.2K | 0.05% | 326 |
|
|
2017
Q4 | $574K | Buy |
6,337
+421
| +7% | +$38.1K | 0.04% | 338 |
|
|
2017
Q3 | $478K | Buy |
5,916
+504
| +9% | +$40.7K | 0.05% | 305 |
|
|
2017
Q2 | $408K | Buy |
5,412
+5,324
| +6,050% | +$401K | 0.05% | 303 |
|
|
2017
Q1 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 1109 |
|