United Capital Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $679K | Buy |
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|
2025
Q1 | $646K | Buy |
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|
2024
Q4 | $566K | Sell |
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|
2024
Q3 | $544K | Sell |
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|
2024
Q2 | $500K | Buy |
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|
2024
Q1 | $508K | Buy |
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|
2023
Q4 | $479K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $430K | Sell |
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|
2022
Q3 | $576K | Buy |
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|
2022
Q2 | $508K | Buy |
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|
2022
Q1 | $535K | Sell |
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|
2021
Q4 | $741K | Sell |
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|
2021
Q3 | $682K | Sell |
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|
2021
Q2 | $679K | Sell |
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|
2021
Q1 | $670K | Buy |
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|
2020
Q4 | $653K | Sell |
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|
2020
Q3 | $575K | Sell |
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|
2020
Q2 | $641K | Sell |
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|
2020
Q1 | $511K | Sell |
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|
2019
Q4 | $900K | Buy |
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|
2019
Q3 | $535K | Sell |
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|
2019
Q2 | $1.96M | Buy |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $13.2M | Buy |
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|
2018
Q3 | $16.4M | Buy |
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|
2018
Q2 | $14.2M | Sell |
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|
2018
Q1 | $15.3M | Sell |
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|
2017
Q4 | $13.3M | Sell |
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|
2017
Q3 | $12.1M | Sell |
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|
2017
Q2 | $11.6M | Buy |
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|
2017
Q1 | $10.3M | Buy |
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|
2016
Q4 | $9.76M | Buy |
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|
2016
Q3 | $9.05M | Buy |
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|
2016
Q2 | $8.3M | Buy |
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|
2016
Q1 | $6.55M | Buy |
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|
2015
Q4 | $5.21M | Buy |
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|
2015
Q3 | $4.5M | Buy |
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|
2015
Q2 | $3.46M | Buy |
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|
2015
Q1 | $2.97M | Buy |
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|
2014
Q4 | $1.81M | Buy |
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|
2014
Q3 | $1.36M | Buy |
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|
2014
Q2 | $1.1M | Buy |
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|
2014
Q1 | $676K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $319K | Buy |
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