Allen Capital Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
17,725
+1,539
| +10% | +$374K | 0.44% | 53 |
|
|
2025
Q1 | $3.92M | Buy |
16,186
+2,156
| +15% | +$523K | 0.44% | 53 |
|
|
2024
Q4 | $3.17M | Buy |
14,030
+833
| +6% | +$188K | 0.38% | 56 |
|
|
2024
Q3 | $2.84M | Buy |
13,197
+5,327
| +68% | +$1.15M | 0.35% | 59 |
|
|
2024
Q2 | $1.55M | Buy |
7,870
+218
| +3% | +$42.9K | 0.21% | 74 |
|
|
2024
Q1 | $1.57M | Buy |
7,652
+490
| +7% | +$100K | 0.22% | 77 |
|
|
2023
Q4 | $1.47M | Buy |
7,162
+346
| +5% | +$71.2K | 0.23% | 70 |
|
|
2023
Q3 | $1.21M | Sell |
6,816
-722
| -10% | -$128K | 0.21% | 76 |
|
|
2023
Q2 | $1.25M | Sell |
7,538
-97
| -1% | -$16.1K | 0.21% | 75 |
|
|
2023
Q1 | $1.12M | Buy |
+7,635
| New | +$1.12M | 0.2% | 80 |
|