AFG
Albion Financial Group’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Hold |
2,478
| – | – | 0.04% | 129 |
|
|
2025
Q1 | $601K | Sell |
2,478
-404
| -14% | -$98K | 0.04% | 140 |
|
|
2024
Q4 | $652K | Buy |
2,882
+78
| +3% | +$17.6K | 0.04% | 135 |
|
|
2024
Q3 | $603K | Buy |
2,804
+3
| +0.1% | +$645 | 0.04% | 135 |
|
|
2024
Q2 | $552K | Sell |
2,801
-159
| -5% | -$31.3K | 0.04% | 136 |
|
|
2024
Q1 | $606K | Buy |
2,960
+70
| +2% | +$14.3K | 0.05% | 130 |
|
|
2023
Q4 | $595K | Hold |
2,890
| – | – | 0.05% | 130 |
|
|
2023
Q3 | $517K | Buy |
2,890
+10
| +0.3% | +$1.79K | 0.05% | 129 |
|
|
2023
Q2 | $477K | Hold |
2,880
| – | – | 0.04% | 134 |
|
|
2023
Q1 | $422K | Buy |
2,880
+169
| +6% | +$24.8K | 0.04% | 136 |
|
|
2022
Q4 | $364K | Sell |
2,711
-10
| -0.4% | -$1.34K | 0.04% | 144 |
|
|
2022
Q3 | $393K | Buy |
2,721
+9
| +0.3% | +$1.3K | 0.04% | 137 |
|
|
2022
Q2 | $387K | Sell |
2,712
-412
| -13% | -$58.8K | 0.04% | 142 |
|
|
2022
Q1 | $486K | Sell |
3,124
-40
| -1% | -$6.22K | 0.04% | 149 |
|
|
2021
Q4 | $578K | Buy |
3,164
+1,190
| +60% | +$217K | 0.05% | 150 |
|
|
2021
Q3 | $329K | Hold |
1,974
| – | – | 0.03% | 163 |
|
|
2021
Q2 | $319K | Buy |
+1,974
| New | +$319K | 0.03% | 160 |
|
|
2020
Q4 | $295K | Sell |
1,924
-14
| -0.7% | -$2.15K | 0.03% | 161 |
|
|
2020
Q3 | $256K | Hold |
1,938
| – | – | 0.03% | 192 |
|
|
2020
Q2 | $245K | Buy |
+1,938
| New | +$245K | 0.03% | 182 |
|
|
2020
Q1 | – | Sell |
-2,033
| Closed | -$251K | – | 208 |
|
|
2019
Q4 | $251K | Buy |
2,033
+85
| +4% | +$10.5K | 0.03% | 183 |
|
|
2019
Q3 | $242K | Hold |
1,948
| – | – | 0.03% | 179 |
|
|
2019
Q2 | $249K | Buy |
+1,948
| New | +$249K | 0.03% | 178 |
|