United Capital 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 | $679K | Buy |
2,795
+130
| +5% | +$31.6K | 0.01% | 696 |
|
|
2025
Q1 | $646K | Buy |
2,665
+162
| +6% | +$39.3K | 0.01% | 672 |
|
|
2024
Q4 | $566K | Sell |
2,503
-28
| -1% | -$6.33K | ﹤0.01% | 689 |
|
|
2024
Q3 | $544K | Sell |
2,531
-8
| -0.3% | -$1.72K | ﹤0.01% | 706 |
|
|
2024
Q2 | $500K | Buy |
2,539
+60
| +2% | +$11.8K | ﹤0.01% | 709 |
|
|
2024
Q1 | $508K | Buy |
2,479
+149
| +6% | +$30.5K | ﹤0.01% | 727 |
|
|
2023
Q4 | $479K | Buy |
+2,330
| New | +$479K | ﹤0.01% | 734 |
|
|
2023
Q1 | – | Sell |
-3,209
| Closed | -$430K | – | 969 |
|
|
2022
Q4 | $430K | Sell |
3,209
-780
| -20% | -$105K | ﹤0.01% | 791 |
|
|
2022
Q3 | $576K | Buy |
3,989
+423
| +12% | +$61.1K | ﹤0.01% | 736 |
|
|
2022
Q2 | $508K | Buy |
3,566
+129
| +4% | +$18.4K | ﹤0.01% | 791 |
|
|
2022
Q1 | $535K | Sell |
3,437
-617
| -15% | -$96K | ﹤0.01% | 818 |
|
|
2021
Q4 | $741K | Sell |
4,054
-37
| -0.9% | -$6.76K | ﹤0.01% | 757 |
|
|
2021
Q3 | $682K | Sell |
4,091
-113
| -3% | -$18.8K | ﹤0.01% | 778 |
|
|
2021
Q2 | $679K | Sell |
4,204
-174
| -4% | -$28.1K | ﹤0.01% | 789 |
|
|
2021
Q1 | $670K | Buy |
4,378
+112
| +3% | +$17.1K | ﹤0.01% | 763 |
|
|
2020
Q4 | $653K | Sell |
4,266
-89
| -2% | -$13.6K | ﹤0.01% | 778 |
|
|
2020
Q3 | $575K | Sell |
4,355
-726
| -14% | -$95.9K | ﹤0.01% | 798 |
|
|
2020
Q2 | $641K | Sell |
5,081
-312
| -6% | -$39.4K | ﹤0.01% | 777 |
|
|
2020
Q1 | $511K | Sell |
5,393
-1,892
| -26% | -$179K | ﹤0.01% | 802 |
|
|
2019
Q4 | $900K | Buy |
7,285
+2,988
| +70% | +$369K | 0.01% | 807 |
|
|
2019
Q3 | $535K | Sell |
4,297
-11,049
| -72% | -$1.38M | ﹤0.01% | 924 |
|
|
2019
Q2 | $1.96M | Buy |
15,346
+5,588
| +57% | +$713K | 0.01% | 627 |
|
|
2019
Q1 | $1.01M | Sell |
9,758
-126,932
| -93% | -$13.2M | 0.01% | 768 |
|
|
2018
Q4 | $13.2M | Buy |
136,690
+12,285
| +10% | +$1.18M | 0.1% | 207 |
|
|
2018
Q3 | $16.4M | Buy |
124,405
+1,344
| +1% | +$177K | 0.12% | 198 |
|
|
2018
Q2 | $14.2M | Sell |
123,061
-16,723
| -12% | -$1.92M | 0.11% | 212 |
|
|
2018
Q1 | $15.3M | Sell |
139,784
-6,932
| -5% | -$760K | 0.12% | 200 |
|
|
2017
Q4 | $13.3M | Sell |
146,716
-3,198
| -2% | -$290K | 0.1% | 234 |
|
|
2017
Q3 | $12.1M | Sell |
149,914
-3,124
| -2% | -$252K | 0.1% | 241 |
|
|
2017
Q2 | $11.6M | Buy |
153,038
+1,383
| +0.9% | +$105K | 0.1% | 236 |
|
|
2017
Q1 | $10.3M | Buy |
151,655
+4,409
| +3% | +$300K | 0.1% | 254 |
|
|
2016
Q4 | $9.76M | Buy |
147,246
+13,741
| +10% | +$911K | 0.09% | 261 |
|
|
2016
Q3 | $9.05M | Buy |
133,505
+5,833
| +5% | +$395K | 0.09% | 284 |
|
|
2016
Q2 | $8.3M | Buy |
127,672
+17,150
| +16% | +$1.11M | 0.08% | 281 |
|
|
2016
Q1 | $6.56M | Buy |
110,522
+13,512
| +14% | +$801K | 0.07% | 281 |
|
|
2015
Q4 | $5.21M | Buy |
97,010
+15,758
| +19% | +$847K | 0.06% | 317 |
|
|
2015
Q3 | $4.5M | Buy |
81,252
+12,071
| +17% | +$668K | 0.05% | 339 |
|
|
2015
Q2 | $3.46M | Buy |
69,181
+14,087
| +26% | +$705K | 0.04% | 448 |
|
|
2015
Q1 | $2.97M | Buy |
55,094
+15,966
| +41% | +$861K | 0.04% | 464 |
|
|
2014
Q4 | $1.81M | Buy |
39,128
+6,481
| +20% | +$299K | 0.03% | 495 |
|
|
2014
Q3 | $1.36M | Buy |
32,647
+6,185
| +23% | +$257K | 0.02% | 531 |
|
|
2014
Q2 | $1.1M | Buy |
26,462
+8,256
| +45% | +$344K | 0.02% | 543 |
|
|
2014
Q1 | $676K | Buy |
+18,206
| New | +$676K | 0.01% | 571 |
|
|
2013
Q4 | – | Sell |
-10,053
| Closed | -$319K | – | 649 |
|
|
2013
Q3 | $319K | Buy |
+10,053
| New | +$319K | 0.01% | 547 |
|