Summit Securities Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2K | Buy |
+79
| New | +$19.2K | ﹤0.01% | 609 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 357 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 487 |
|
|
2023
Q3 | – | Sell |
-153
| Closed | -$25K | – | 439 |
|
|
2023
Q2 | $25K | Sell |
153
-77
| -33% | -$12.6K | ﹤0.01% | 445 |
|
|
2023
Q1 | $34K | Sell |
230
-2,134
| -90% | -$315K | ﹤0.01% | 379 |
|
|
2022
Q4 | $317K | Buy |
+2,364
| New | +$317K | 0.01% | 199 |
|
|
2022
Q3 | – | Sell |
-243
| Closed | -$35K | – | 722 |
|
|
2022
Q2 | $35K | Buy |
243
+195
| +406% | +$28.1K | ﹤0.01% | 458 |
|
|
2022
Q1 | $7K | Buy |
+48
| New | +$7K | ﹤0.01% | 655 |
|