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