Accredited Investors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Hold |
3,799
| – | – | 0.05% | 101 |
|
|
2025
Q1 | $921K | Buy |
3,799
+228
| +6% | +$55.3K | 0.06% | 96 |
|
|
2024
Q4 | $807K | Hold |
3,571
| – | – | 0.05% | 100 |
|
|
2024
Q3 | $768K | Hold |
3,571
| – | – | 0.04% | 105 |
|
|
2024
Q2 | $703K | Hold |
3,571
| – | – | 0.04% | 103 |
|
|
2024
Q1 | $732K | Hold |
3,571
| – | – | 0.05% | 103 |
|
|
2023
Q4 | $735K | Hold |
3,571
| – | – | 0.05% | 100 |
|
|
2023
Q3 | $639K | Hold |
3,571
| – | – | 0.05% | 100 |
|
|
2023
Q2 | $591K | Hold |
3,571
| – | – | 0.04% | 101 |
|
|
2023
Q1 | $523K | Hold |
3,571
| – | – | 0.04% | 106 |
|
|
2022
Q4 | $479K | Sell |
3,571
-727
| -17% | -$97.5K | 0.04% | 105 |
|
|
2022
Q3 | $620K | Buy |
4,298
+3
| +0.1% | +$433 | 0.07% | 86 |
|
|
2022
Q2 | $612K | Hold |
4,295
| – | – | 0.07% | 91 |
|
|
2022
Q1 | $669K | Hold |
4,295
| – | – | 0.06% | 94 |
|
|
2021
Q4 | $785K | Hold |
4,295
| – | – | 0.07% | 90 |
|
|
2021
Q3 | $716K | Hold |
4,295
| – | – | 0.08% | 82 |
|
|
2021
Q2 | $694K | Hold |
4,295
| – | – | 0.07% | 85 |
|
|
2021
Q1 | $658K | Hold |
4,295
| – | – | 0.09% | 83 |
|
|
2020
Q4 | $658K | Hold |
4,295
| – | – | 0.11% | 80 |
|
|
2020
Q3 | $567K | Hold |
4,295
| – | – | 0.12% | 79 |
|
|
2020
Q2 | $542K | Sell |
4,295
-25
| -0.6% | -$3.16K | 0.11% | 80 |
|
|
2020
Q1 | $410K | Buy |
4,320
+1
| +0% | +$95 | 0.1% | 90 |
|
|
2019
Q4 | $534K | Hold |
4,319
| – | – | 0.09% | 85 |
|
|
2019
Q3 | $537K | Hold |
4,319
| – | – | 0.1% | 78 |
|
|
2019
Q2 | $551K | Hold |
4,319
| – | – | 0.11% | 79 |
|
|
2019
Q1 | $448K | Buy |
4,319
+25
| +0.6% | +$2.59K | 0.09% | 85 |
|
|
2018
Q4 | $413K | Hold |
4,294
| – | – | 0.09% | 80 |
|
|
2018
Q3 | $567K | Buy |
+4,294
| New | +$567K | 0.14% | 61 |
|