Trust Company of the South’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Buy	+895	New	+$218K	0.04%	121
2024 Q1	–	Sell	-975	Closed	-$201K	–	120
2023 Q4	$201K	Buy	+975	New	+$201K	0.05%	114