TFC Financial Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22K | Hold |
5
| – | – | ﹤0.01% | 556 |
|
|
2025
Q1 | $1.21K | Hold |
5
| – | – | ﹤0.01% | 542 |
|
|
2024
Q4 | $1.13K | Hold |
5
| – | – | ﹤0.01% | 565 |
|
|
2024
Q3 | $1.08K | Hold |
5
| – | – | ﹤0.01% | 581 |
|
|
2024
Q2 | $985 | Hold |
5
| – | – | ﹤0.01% | 562 |
|
|
2024
Q1 | $1.03K | Buy |
5
+1
| +25% | +$205 | ﹤0.01% | 550 |
|
|
2023
Q4 | $823 | Hold |
4
| – | – | ﹤0.01% | 539 |
|
|
2023
Q3 | $717 | Hold |
4
| – | – | ﹤0.01% | 563 |
|
|
2023
Q2 | $663 | Hold |
4
| – | – | ﹤0.01% | 554 |
|
|
2023
Q1 | $587 | Hold |
4
| – | – | ﹤0.01% | 557 |
|
|
2022
Q4 | $537 | Hold |
4
| – | – | ﹤0.01% | 508 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 446 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 442 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 460 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 510 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 497 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 494 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 484 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 472 |
|
|
2020
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 438 |
|