Symphony Financial’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-923	Closed	-$216K	–	115
2024 Q4	$216K	Buy	+923	New	+$216K	0.03%	212
2024 Q2	–	Sell	-983	Closed	-$201K	–	212
2024 Q1	$201K	Buy	+983	New	+$201K	0.05%	187