Atria Investments’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.23M | Sell |
29,769
-1,342
| -4% | -$326K | 0.09% | 273 |
|
|
2025
Q1 | $7.54M | Sell |
31,111
-684
| -2% | -$166K | 0.1% | 243 |
|
|
2024
Q4 | $7.19M | Buy |
31,795
+2,157
| +7% | +$488K | 0.09% | 256 |
|
|
2024
Q3 | $6.37M | Buy |
29,638
+2,610
| +10% | +$561K | 0.08% | 288 |
|
|
2024
Q2 | $5.32M | Buy |
27,028
+1,954
| +8% | +$385K | 0.07% | 313 |
|
|
2024
Q1 | $5.14M | Buy |
25,074
+2,657
| +12% | +$544K | 0.07% | 334 |
|
|
2023
Q4 | $4.61M | Buy |
22,417
+3,781
| +20% | +$778K | 0.07% | 318 |
|
|
2023
Q3 | $3.34M | Buy |
18,636
+811
| +5% | +$145K | 0.06% | 395 |
|
|
2023
Q2 | $2.95M | Sell |
17,825
-164
| -0.9% | -$27.2K | 0.05% | 422 |
|
|
2023
Q1 | $2.64M | Buy |
17,989
+8,841
| +97% | +$1.3M | 0.05% | 444 |
|
|
2022
Q4 | $1.23M | Sell |
9,148
-1,365
| -13% | -$183K | 0.03% | 680 |
|
|
2022
Q3 | $1.52M | Sell |
10,513
-440
| -4% | -$63.5K | 0.03% | 577 |
|
|
2022
Q2 | $1.56M | Sell |
10,953
-1,600
| -13% | -$228K | 0.03% | 584 |
|
|
2022
Q1 | $1.96M | Buy |
12,553
+1,297
| +12% | +$202K | 0.03% | 581 |
|
|
2021
Q4 | $2.06M | Buy |
11,256
+543
| +5% | +$99.3K | 0.04% | 554 |
|
|
2021
Q3 | $1.79M | Buy |
10,713
+412
| +4% | +$68.6K | 0.03% | 575 |
|
|
2021
Q2 | $1.66M | Sell |
10,301
-54
| -0.5% | -$8.72K | 0.03% | 580 |
|
|
2021
Q1 | $1.59M | Buy |
10,355
+95
| +0.9% | +$14.5K | 0.04% | 540 |
|
|
2020
Q4 | $1.57M | Sell |
10,260
-4,155
| -29% | -$637K | 0.04% | 498 |
|
|
2020
Q3 | $1.9M | Buy |
14,415
+393
| +3% | +$51.9K | 0.06% | 354 |
|
|
2020
Q2 | $1.77M | Sell |
14,022
-363
| -3% | -$45.8K | 0.06% | 341 |
|
|
2020
Q1 | $1.36M | Buy |
14,385
+1,115
| +8% | +$106K | 0.1% | 181 |
|
|
2019
Q4 | $1.64M | Buy |
13,270
+4,114
| +45% | +$508K | 0.04% | 376 |
|
|
2019
Q3 | $1.14M | Sell |
9,156
-964
| -10% | -$120K | 0.04% | 376 |
|
|
2019
Q2 | $1.27M | Buy |
10,120
+7,679
| +315% | +$966K | 0.05% | 337 |
|
|
2019
Q1 | $253K | Buy |
+2,441
| New | +$253K | 0.01% | 768 |
|
|
2018
Q4 | – | Sell |
-1,837
| Closed | -$242K | – | 888 |
|
|
2018
Q3 | $242K | Buy |
+1,837
| New | +$242K | 0.01% | 854 |
|
|
2014
Q2 | – | Sell |
-14,505
| Closed | -$539K | – | 421 |
|
|
2014
Q1 | $539K | Sell |
14,505
-454
| -3% | -$16.9K | 0.05% | 278 |
|
|
2013
Q4 | $591K | Sell |
14,959
-1,835
| -11% | -$72.5K | 0.06% | 265 |
|
|
2013
Q3 | $533K | Buy |
16,794
+737
| +5% | +$23.4K | 0.06% | 269 |
|
|
2013
Q2 | $427K | Buy |
+16,057
| New | +$427K | 0.05% | 209 |
|