Algert Global’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
2,200
+870
| +65% | +$212K | 0.01% | 920 |
|
|
2025
Q1 | $322K | Buy |
+1,330
| New | +$322K | 0.01% | 995 |
|
|
2024
Q4 | – | Sell |
-2,520
| Closed | -$542K | – | 1180 |
|
|
2024
Q3 | $542K | Buy |
+2,520
| New | +$542K | 0.01% | 885 |
|
|
2023
Q4 | – | Sell |
-1,257
| Closed | -$225K | – | 1139 |
|
|
2023
Q3 | $225K | Buy |
+1,257
| New | +$225K | 0.01% | 945 |
|
|
2014
Q1 | – | Sell |
-18,740
| Closed | -$741K | – | 320 |
|
|
2013
Q4 | $741K | Sell |
18,740
-12,000
| -39% | -$474K | 0.2% | 173 |
|
|
2013
Q3 | $976K | Buy |
+30,740
| New | +$976K | 0.28% | 133 |
|