Sunbelt Securities’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Sell |
82
-17
| -17% | -$3.85K | ﹤0.01% | 1183 |
|
|
2025
Q1 | $24.1K | Buy |
99
+17
| +21% | +$4.14K | ﹤0.01% | 1079 |
|
|
2024
Q4 | $18.5K | Hold |
82
| – | – | ﹤0.01% | 1184 |
|
|
2024
Q3 | $17.6K | Hold |
82
| – | – | ﹤0.01% | 1196 |
|
|
2024
Q2 | $16.1K | Sell |
82
-8
| -9% | -$1.57K | ﹤0.01% | 1166 |
|
|
2024
Q1 | $18.5K | Hold |
90
| – | – | ﹤0.01% | 1108 |
|
|
2023
Q4 | $18.5K | Sell |
90
-37
| -29% | -$7.62K | ﹤0.01% | 1046 |
|
|
2023
Q3 | $22.7K | Buy |
127
+19
| +18% | +$3.39K | ﹤0.01% | 984 |
|
|
2023
Q2 | $17.9K | Hold |
108
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q1 | $15.7K | Buy |
+108
| New | +$15.7K | ﹤0.01% | 1013 |
|
|
2018
Q3 | – | Sell |
-2,698
| Closed | -$310K | – | 223 |
|
|
2018
Q2 | $310K | Buy |
+2,698
| New | +$310K | 0.19% | 156 |
|