Toth Financial Advisory’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$187K	Hold	770	–	–	0.02%	210
2025 Q1	$187K	Hold	770	–	–	0.02%	207
2024 Q4	$174K	Hold	770	–	–	0.02%	205
2024 Q3	$166K	Hold	770	–	–	0.02%	206
2024 Q2	$152K	Hold	770	–	–	0.02%	214
2024 Q1	$158K	Hold	770	–	–	0.02%	208
2023 Q4	$158K	Hold	770	–	–	0.02%	213
2023 Q3	$138K	Sell	770 -50	-6%	-$8.95K	0.02%	208
2023 Q2	$136K	Buy	820 +50	+6%	+$8.28K	0.02%	213
2023 Q1	$113K	Hold	770	–	–	0.02%	216
2022 Q4	$103K	Hold	770	–	–	0.02%	227
2022 Q3	$111K	Hold	770	–	–	0.02%	203
2022 Q2	$110K	Hold	770	–	–	0.02%	209
2022 Q1	$120K	Hold	770	–	–	0.02%	218
2021 Q4	$141K	Hold	770	–	–	0.02%	220
2021 Q3	$128K	Hold	770	–	–	0.02%	218
2021 Q2	$124K	Hold	770	–	–	0.02%	208
2021 Q1	$118K	Hold	770	–	–	0.02%	224
2020 Q4	$118K	Hold	770	–	–	0.02%	210
2020 Q3	$102K	Hold	770	–	–	0.02%	209
2020 Q2	$97K	Hold	770	–	–	0.02%	197
2020 Q1	$73K	Hold	770	–	–	0.02%	157
2019 Q4	$95K	Hold	770	–	–	0.02%	180
2019 Q3	$96K	Hold	770	–	–	0.02%	192
2019 Q2	$98K	Hold	770	–	–	0.02%	185
2019 Q1	$80K	Hold	770	–	–	0.02%	185
2018 Q4	$74K	Hold	770	–	–	0.02%	164
2018 Q3	$102K	Hold	770	–	–	0.02%	175
2018 Q2	$89K	Hold	770	–	–	0.02%	180
2018 Q1	$84K	Hold	770	–	–	0.02%	178
2017 Q4	$70K	Buy	+770	New	+$70K	0.02%	190