Bleakley Financial Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,192
| Closed | -$2.47M | – | 573 |
|
|
2025
Q1 | $2.47M | Sell |
10,192
-1,198
| -11% | -$290K | 0.08% | 212 |
|
|
2024
Q4 | $2.58M | Sell |
11,390
-598
| -5% | -$135K | 0.08% | 214 |
|
|
2024
Q3 | $2.58M | Sell |
11,988
-15
| -0.1% | -$3.23K | 0.08% | 206 |
|
|
2024
Q2 | $2.36M | Sell |
12,003
-85
| -0.7% | -$16.7K | 0.07% | 254 |
|
|
2024
Q1 | $2.48M | Sell |
12,088
-72
| -0.6% | -$14.8K | 0.07% | 257 |
|
|
2023
Q4 | $2.5M | Buy |
12,160
+14
| +0.1% | +$2.88K | 0.08% | 238 |
|
|
2023
Q3 | $2.17M | Buy |
12,146
+1,715
| +16% | +$307K | 0.08% | 237 |
|
|
2023
Q2 | $1.73M | Buy |
10,431
+941
| +10% | +$156K | 0.05% | 302 |
|
|
2023
Q1 | $1.39M | Sell |
9,490
-267
| -3% | -$39.1K | 0.05% | 326 |
|
|
2022
Q4 | $1.31M | Buy |
+9,757
| New | +$1.31M | 0.05% | 338 |
|