Aptus Capital Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Buy |
111,464
+8,545
| +8% | +$2.08M | 0.22% | 83 |
|
|
2025
Q1 | $25M | Buy |
102,919
+6,833
| +7% | +$1.66M | 0.26% | 78 |
|
|
2024
Q4 | $21.8M | Buy |
96,086
+12,890
| +15% | +$2.92M | 0.23% | 89 |
|
|
2024
Q3 | $17.9M | Buy |
83,196
+33,636
| +68% | +$7.23M | 0.27% | 88 |
|
|
2024
Q2 | $9.76M | Buy |
49,560
+311
| +0.6% | +$61.3K | 0.17% | 112 |
|
|
2024
Q1 | $10.1M | Buy |
49,249
+4,460
| +10% | +$914K | 0.19% | 96 |
|
|
2023
Q4 | $9.22M | Sell |
44,789
-4,020
| -8% | -$827K | 0.25% | 84 |
|
|
2023
Q3 | $8.74M | Buy |
48,809
+3,237
| +7% | +$580K | 0.24% | 83 |
|
|
2023
Q2 | $7.55M | Buy |
45,572
+3,074
| +7% | +$509K | 0.18% | 98 |
|
|
2023
Q1 | $6.26M | Buy |
42,498
+9,489
| +29% | +$1.4M | 0.17% | 109 |
|
|
2022
Q4 | $4.43M | Buy |
33,009
+2,433
| +8% | +$326K | 0.14% | 124 |
|
|
2022
Q3 | $4.43M | Sell |
30,576
-26,830
| -47% | -$3.89M | 0.11% | 112 |
|
|
2022
Q2 | $8.2M | Buy |
57,406
+6,772
| +13% | +$967K | 0.21% | 64 |
|
|
2022
Q1 | $7.9M | Buy |
50,634
+1,190
| +2% | +$186K | 0.2% | 66 |
|
|
2021
Q4 | $9.05M | Buy |
49,444
+5,932
| +14% | +$1.09M | 0.27% | 48 |
|
|
2021
Q3 | $7.26M | Buy |
43,512
+5,776
| +15% | +$964K | 0.19% | 46 |
|
|
2021
Q2 | $6.1M | Buy |
37,736
+5,985
| +19% | +$968K | 0.18% | 48 |
|
|
2021
Q1 | $4.87M | Buy |
31,751
+1,911
| +6% | +$293K | 0.17% | 47 |
|
|
2020
Q4 | $4.58M | Buy |
29,840
+7,159
| +32% | +$1.1M | 0.21% | 52 |
|
|
2020
Q3 | $3M | Sell |
22,681
-28,426
| -56% | -$3.76M | 0.16% | 62 |
|
|
2020
Q2 | $6.45M | Buy |
51,107
+21,758
| +74% | +$2.75M | 0.4% | 29 |
|
|
2020
Q1 | $2.78M | Buy |
29,349
+22,471
| +327% | +$2.13M | 0.24% | 56 |
|
|
2019
Q4 | $849K | Buy |
6,878
+2,554
| +59% | +$315K | 0.06% | 135 |
|
|
2019
Q3 | $537K | Buy |
4,324
+575
| +15% | +$71.4K | 0.03% | 205 |
|
|
2019
Q2 | $478K | Buy |
3,749
+1,437
| +62% | +$183K | 0.07% | 235 |
|
|
2019
Q1 | $239K | Buy |
+2,312
| New | +$239K | 0.04% | 264 |
|