Transamerica Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
62
+7
| +13% | +$1.69K | ﹤0.01% | 341 |
|
|
2025
Q1 | $14K | Buy |
55
+22
| +67% | +$5.6K | ﹤0.01% | 339 |
|
|
2024
Q4 | $8K | Buy |
33
+26
| +371% | +$6.3K | ﹤0.01% | 341 |
|
|
2024
Q3 | $2K | Sell |
7
-563
| -99% | -$161K | ﹤0.01% | 390 |
|
|
2024
Q2 | $113K | Hold |
570
| – | – | 0.01% | 230 |
|
|
2024
Q1 | $117K | Sell |
570
-14
| -2% | -$2.87K | 0.01% | 249 |
|
|
2023
Q4 | $121K | Sell |
584
-105
| -15% | -$21.8K | 0.02% | 263 |
|
|
2023
Q3 | $124K | Buy |
689
+27
| +4% | +$4.86K | 0.02% | 239 |
|
|
2023
Q2 | $110K | Sell |
662
-55
| -8% | -$9.14K | 0.01% | 247 |
|
|
2023
Q1 | $106K | Sell |
717
-5
| -0.7% | -$739 | 0.01% | 261 |
|
|
2022
Q4 | $97K | Buy |
722
+90
| +14% | +$12.1K | 0.01% | 264 |
|
|
2022
Q3 | $92K | Buy |
632
+45
| +8% | +$6.55K | 0.01% | 250 |
|
|
2022
Q2 | $84K | Buy |
+587
| New | +$84K | 0.01% | 254 |
|