Alley Investment Management Company’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
51,352
-381
| -0.7% | -$92.6K | 1.51% | 30 |
|
|
2025
Q1 | $12.5M | Buy |
51,733
+72
| +0.1% | +$17.5K | 1.57% | 28 |
|
|
2024
Q4 | $11.7M | Buy |
51,661
+148
| +0.3% | +$33.5K | 1.48% | 29 |
|
|
2024
Q3 | $11.1M | Buy |
51,513
+107
| +0.2% | +$23K | 1.4% | 34 |
|
|
2024
Q2 | $10.1M | Buy |
51,406
+246
| +0.5% | +$48.5K | 1.38% | 34 |
|
|
2024
Q1 | $10.5M | Buy |
51,160
+122
| +0.2% | +$25K | 1.44% | 31 |
|
|
2023
Q4 | $10.5M | Buy |
51,038
+4,499
| +10% | +$926K | 1.53% | 29 |
|
|
2023
Q3 | $8.33M | Sell |
46,539
-364
| -0.8% | -$65.2K | 1.41% | 35 |
|
|
2023
Q2 | $7.77M | Sell |
46,903
-292
| -0.6% | -$48.4K | 1.25% | 39 |
|
|
2023
Q1 | $6.92M | Buy |
47,195
+1,099
| +2% | +$161K | 1.15% | 41 |
|
|
2022
Q4 | $6.18M | Sell |
46,096
-1,195
| -3% | -$160K | 1.06% | 44 |
|
|
2022
Q3 | $6.83M | Sell |
47,291
-277
| -0.6% | -$40K | 1.36% | 33 |
|
|
2022
Q2 | $6.78M | Buy |
47,568
+88
| +0.2% | +$12.5K | 1.28% | 36 |
|
|
2022
Q1 | $7.39M | Buy |
+47,480
| New | +$7.39M | 1.22% | 39 |
|