USA Financial Formulas’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
1,026
+118
| +13% | +$28.7K | 0.04% | 120 |
|
|
2025
Q1 | $220K | Buy |
+908
| New | +$220K | 0.04% | 138 |
|
|
2022
Q3 | – | Sell |
-17
| Closed | -$2K | – | 309 |
|
|
2022
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 189 |
|
|
2022
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 199 |
|
|
2021
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 239 |
|
|
2021
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 291 |
|
|
2021
Q2 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 284 |
|