Wealth Alliance’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
1,874
+3
| +0.2% | +$729 | 0.05% | 310 |
|
|
2025
Q1 | $454K | Sell |
1,871
-32
| -2% | -$7.76K | 0.05% | 296 |
|
|
2024
Q4 | $430K | Sell |
1,903
-12
| -0.6% | -$2.71K | 0.05% | 287 |
|
|
2024
Q3 | $412K | Buy |
1,915
+3
| +0.2% | +$645 | 0.05% | 318 |
|
|
2024
Q2 | $377K | Sell |
1,912
-1
| -0.1% | -$197 | 0.05% | 323 |
|
|
2024
Q1 | $392K | Sell |
1,913
-222
| -10% | -$45.5K | 0.05% | 325 |
|
|
2023
Q4 | $439K | Sell |
2,135
-46
| -2% | -$9.46K | 0.06% | 281 |
|
|
2023
Q3 | $390K | Sell |
2,181
-141
| -6% | -$25.2K | 0.06% | 280 |
|
|
2023
Q2 | $385K | Buy |
2,322
+26
| +1% | +$4.31K | 0.06% | 312 |
|
|
2023
Q1 | $337K | Buy |
2,296
+423
| +23% | +$62K | 0.05% | 325 |
|
|
2022
Q4 | $251K | Sell |
1,873
-1,326
| -41% | -$178K | 0.04% | 397 |
|
|
2022
Q3 | $461K | Sell |
3,199
-386
| -11% | -$55.6K | 0.09% | 230 |
|
|
2022
Q2 | $511K | Buy |
3,585
+182
| +5% | +$25.9K | 0.1% | 213 |
|
|
2022
Q1 | $530K | Buy |
3,403
+224
| +7% | +$34.9K | 0.11% | 201 |
|
|
2021
Q4 | $582K | Buy |
3,179
+112
| +4% | +$20.5K | 0.12% | 197 |
|
|
2021
Q3 | $511K | Buy |
3,067
+63
| +2% | +$10.5K | 0.11% | 195 |
|
|
2021
Q2 | $485K | Buy |
3,004
+1,092
| +57% | +$176K | 0.11% | 198 |
|
|
2021
Q1 | $293K | Sell |
1,912
-565
| -23% | -$86.6K | 0.08% | 295 |
|
|
2020
Q4 | $380K | Sell |
2,477
-40
| -2% | -$6.14K | 0.11% | 224 |
|
|
2020
Q3 | $332K | Sell |
2,517
-30
| -1% | -$3.96K | 0.12% | 212 |
|
|
2020
Q2 | $321K | Sell |
2,547
-2,247
| -47% | -$283K | 0.13% | 203 |
|
|
2020
Q1 | $455K | Buy |
+4,794
| New | +$455K | 0.25% | 111 |
|