Aptus Capital Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Sell |
84,029
-40,924
| -33% | -$7.77M | 0.11% | 168 |
|
|
2025
Q4 | $27.9M | Buy |
124,953
+10,578
| +9% | +$2.41M | 0.24% | 97 |
|
|
2025
Q3 | $27.2M | Buy |
114,375
+2,911
| +3% | +$725K | 0.25% | 105 |
|
|
2025
Q2 | $27.1M | Buy |
111,464
+8,545
| +8% | +$2.03M | 0.27% | 93 |
|
|
2025
Q1 | $25M | Buy |
102,919
+6,833
| +7% | +$1.61M | 0.28% | 83 |
|
|
2024
Q4 | $21.8M | Buy |
96,086
+12,890
| +15% | +$2.89M | 0.26% | 97 |
|
|
2024
Q3 | $17.9M | Buy |
83,196
+33,636
| +68% | +$7.04M | 0.27% | 89 |
|
|
2024
Q2 | $9.76M | Buy |
49,560
+311
| +0.6% | +$61.7K | 0.19% | 115 |
|
|
2024
Q1 | $10.1M | Buy |
49,249
+4,460
| +10% | +$899K | 0.22% | 103 |
|
|
2023
Q4 | $9.22M | Sell |
44,789
-4,020
| -8% | -$742K | 0.27% | 86 |
|
|
2023
Q3 | $8.74M | Buy |
48,809
+3,237
| +7% | +$573K | 0.26% | 86 |
|
|
2023
Q2 | $7.55M | Buy |
45,572
+3,074
| +7% | +$465K | 0.22% | 109 |
|
|
2023
Q1 | $6.26M | Buy |
42,498
+9,489
| +29% | +$1.36M | 0.18% | 111 |
|
|
2022
Q4 | $4.43M | Buy |
33,009
+2,433
| +8% | +$346K | 0.15% | 126 |
|
|
2022
Q3 | $4.43M | Sell |
30,576
-26,830
| -47% | -$4.35M | 0.14% | 116 |
|
|
2022
Q2 | $8.2M | Buy |
57,406
+6,772
| +13% | +$983K | 0.27% | 71 |
|
|
2022
Q1 | $7.89M | Buy |
50,634
+1,190
| +2% | +$183K | 0.24% | 74 |
|
|
2021
Q4 | $9.05M | Buy |
49,444
+5,932
| +14% | +$1.04M | 0.31% | 56 |
|
|
2021
Q3 | $7.26M | Buy |
43,512
+5,776
| +15% | +$984K | 0.29% | 65 |
|
|
2021
Q2 | $6.1M | Buy |
37,736
+5,985
| +19% | +$957K | 0.28% | 67 |
|
|
2021
Q1 | $4.87M | Buy |
31,751
+1,911
| +6% | +$282K | 0.25% | 67 |
|
|
2020
Q4 | $4.58M | Buy |
29,840
+7,159
| +32% | +$1.04M | 0.27% | 71 |
|
|
2020
Q3 | $3M | Sell |
22,681
-28,426
| -56% | -$3.8M | 0.21% | 83 |
|
|
2020
Q2 | $6.45M | Buy |
51,107
+21,758
| +74% | +$2.52M | 0.54% | 45 |
|
|
2020
Q1 | $2.78M | Buy |
29,349
+22,471
| +327% | +$2.56M | 0.28% | 70 |
|
|
2019
Q4 | $849K | Buy |
6,878
+2,554
| +59% | +$312K | 0.09% | 183 |
|
|
2019
Q3 | $537K | Buy |
4,324
+575
| +15% | +$74K | 0.06% | 249 |
|
|
2019
Q2 | $478K | Buy |
3,749
+1,437
| +62% | +$173K | 0.07% | 246 |
|
|
2019
Q1 | $239K | Buy |
+2,312
| New | +$232K | 0.04% | 277 |
|
Other funds holding BR
VCM
VPM
