SWMG LLC’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$914K	Buy	3,621 +500	+16%	+$126K	0.31%	45
2025 Q1	$742K	Sell	3,121 -29	-0.9%	-$6.89K	0.29%	47
2024 Q4	$740K	Sell	3,150 -11	-0.3%	-$2.58K	0.3%	49
2024 Q3	$724K	Buy	+3,161	New	+$724K	0.3%	51