U.S. Capital Wealth 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	$443K	Buy	1,824 +68	+4%	+$16.5K	0.01%	621
2025 Q1	$426K	Buy	1,756 +409	+30%	+$99.1K	0.01%	618
2024 Q4	$305K	Buy	+1,347	New	+$305K	0.01%	679
2023 Q1	–	Sell	-890	Closed	-$119K	–	758
2022 Q4	$119K	Buy	+890	New	+$119K	0.01%	705