Allred Capital Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
1,012
-1
| -0.1% | -$243 | 0.09% | 144 |
|
|
2025
Q1 | $246K | Sell |
1,013
-10
| -1% | -$2.42K | 0.1% | 148 |
|
|
2024
Q4 | $231K | Sell |
1,023
-1
| -0.1% | -$226 | 0.09% | 163 |
|
|
2024
Q3 | $220K | Sell |
1,024
-1
| -0.1% | -$215 | 0.09% | 159 |
|
|
2024
Q2 | $202K | Sell |
1,025
-3
| -0.3% | -$591 | 0.08% | 167 |
|
|
2024
Q1 | $211K | Sell |
1,028
-5
| -0.5% | -$1.02K | 0.08% | 164 |
|
|
2023
Q4 | $213K | Buy |
+1,033
| New | +$213K | 0.09% | 160 |
|
|
2021
Q2 | – | Sell |
-1,014
| Closed | -$155K | – | 260 |
|
|
2021
Q1 | $155K | Buy |
+1,014
| New | +$155K | 0.07% | 205 |
|
|
2020
Q1 | – | Sell |
-1,014
| Closed | -$125K | – | 206 |
|
|
2019
Q4 | $125K | Buy |
+1,014
| New | +$125K | 0.07% | 193 |
|