Stratos Wealth Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
19,407
+528
| +3% | +$128K | 0.06% | 295 |
|
|
2025
Q1 | $4.58M | Buy |
18,879
+571
| +3% | +$138K | 0.07% | 278 |
|
|
2024
Q4 | $4.14M | Buy |
18,308
+413
| +2% | +$93.4K | 0.06% | 313 |
|
|
2024
Q3 | $3.85M | Buy |
17,895
+990
| +6% | +$213K | 0.06% | 312 |
|
|
2024
Q2 | $3.33M | Sell |
16,905
-145
| -0.9% | -$28.6K | 0.05% | 330 |
|
|
2024
Q1 | $3.49M | Buy |
17,050
+742
| +5% | +$152K | 0.06% | 314 |
|
|
2023
Q4 | $3.36M | Sell |
16,308
-26
| -0.2% | -$5.35K | 0.06% | 301 |
|
|
2023
Q3 | $2.92M | Buy |
16,334
+933
| +6% | +$167K | 0.06% | 297 |
|
|
2023
Q2 | $2.55M | Buy |
15,401
+1,116
| +8% | +$185K | 0.06% | 300 |
|
|
2023
Q1 | $2.09M | Buy |
14,285
+1,216
| +9% | +$178K | 0.06% | 310 |
|
|
2022
Q4 | $1.75M | Sell |
13,069
-16
| -0.1% | -$2.15K | 0.04% | 372 |
|
|
2022
Q3 | $1.89M | Sell |
13,085
-1,314
| -9% | -$190K | 0.05% | 325 |
|
|
2022
Q2 | $2.05M | Buy |
14,399
+393
| +3% | +$56K | 0.05% | 318 |
|
|
2022
Q1 | $2.18M | Buy |
14,006
+459
| +3% | +$71.5K | 0.05% | 338 |
|
|
2021
Q4 | $2.48M | Buy |
13,547
+673
| +5% | +$123K | 0.05% | 305 |
|
|
2021
Q3 | $2.15M | Buy |
12,874
+829
| +7% | +$138K | 0.05% | 302 |
|
|
2021
Q2 | $1.95M | Buy |
12,045
+982
| +9% | +$159K | 0.05% | 351 |
|
|
2021
Q1 | $1.69M | Buy |
11,063
+749
| +7% | +$115K | 0.05% | 350 |
|
|
2020
Q4 | $1.58M | Buy |
10,314
+400
| +4% | +$61.3K | 0.05% | 328 |
|
|
2020
Q3 | $1.31M | Buy |
9,914
+234
| +2% | +$30.9K | 0.04% | 339 |
|
|
2020
Q2 | $1.22M | Buy |
9,680
+1,972
| +26% | +$249K | 0.04% | 341 |
|
|
2020
Q1 | $731K | Sell |
7,708
-2,491
| -24% | -$236K | 0.03% | 403 |
|
|
2019
Q4 | $1.26M | Sell |
10,199
-1,863
| -15% | -$230K | 0.05% | 330 |
|
|
2019
Q3 | $1.5M | Buy |
12,062
+2,346
| +24% | +$292K | 0.06% | 281 |
|
|
2019
Q2 | $1.24M | Buy |
9,716
+834
| +9% | +$106K | 0.05% | 307 |
|
|
2019
Q1 | $921K | Buy |
8,882
+535
| +6% | +$55.5K | 0.04% | 382 |
|
|
2018
Q4 | $803K | Sell |
8,347
-4,521
| -35% | -$435K | 0.04% | 387 |
|
|
2018
Q3 | $1.7M | Buy |
12,868
+5,351
| +71% | +$706K | 0.08% | 241 |
|
|
2018
Q2 | $865K | Buy |
7,517
+320
| +4% | +$36.8K | 0.04% | 399 |
|
|
2018
Q1 | $789K | Buy |
7,197
+238
| +3% | +$26.1K | 0.03% | 419 |
|
|
2017
Q4 | $630K | Buy |
6,959
+230
| +3% | +$20.8K | 0.03% | 469 |
|
|
2017
Q3 | $544K | Sell |
6,729
-412
| -6% | -$33.3K | 0.03% | 487 |
|
|
2017
Q2 | $540K | Buy |
7,141
+1,176
| +20% | +$88.9K | 0.03% | 426 |
|
|
2017
Q1 | $405K | Buy |
5,965
+2,373
| +66% | +$161K | 0.02% | 481 |
|
|
2016
Q4 | $238K | Buy |
3,592
+517
| +17% | +$34.3K | 0.01% | 588 |
|
|
2016
Q3 | $208K | Sell |
3,075
-62
| -2% | -$4.19K | 0.01% | 616 |
|
|
2016
Q2 | $205K | Buy |
+3,137
| New | +$205K | 0.02% | 564 |
|
|
2015
Q4 | – | Sell |
-4,843
| Closed | -$268K | – | 588 |
|
|
2015
Q3 | $268K | Buy |
+4,843
| New | +$268K | 0.03% | 405 |
|
|
2015
Q2 | – | Sell |
-4,478
| Closed | -$243K | – | 531 |
|
|
2015
Q1 | $243K | Buy |
+4,478
| New | +$243K | 0.03% | 485 |
|