Blue Trust Inc’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
1,236
+140
| +13% | +$34K | ﹤0.01% | 630 |
|
|
2025
Q1 | $266K | Buy |
1,096
+151
| +16% | +$36.6K | ﹤0.01% | 610 |
|
|
2024
Q4 | $214K | Sell |
945
-802
| -46% | -$181K | ﹤0.01% | 625 |
|
|
2024
Q3 | $344K | Buy |
1,747
+918
| +111% | +$181K | ﹤0.01% | 620 |
|
|
2024
Q2 | $170K | Buy |
829
+189
| +30% | +$38.7K | ﹤0.01% | 771 |
|
|
2024
Q1 | $131K | Sell |
640
-863
| -57% | -$177K | ﹤0.01% | 633 |
|
|
2023
Q4 | $269K | Buy |
1,503
+236
| +19% | +$42.2K | ﹤0.01% | 361 |
|
|
2023
Q3 | $210K | Buy |
1,267
+826
| +187% | +$137K | ﹤0.01% | 420 |
|
|
2023
Q2 | $65K | Sell |
441
-605
| -58% | -$89.2K | ﹤0.01% | 610 |
|
|
2023
Q1 | $141K | Buy |
1,046
+360
| +52% | +$48.5K | ﹤0.01% | 655 |
|
|
2022
Q4 | $99K | Buy |
686
+379
| +123% | +$54.7K | ﹤0.01% | 670 |
|
|
2022
Q3 | $44K | Sell |
307
-126
| -29% | -$18.1K | ﹤0.01% | 793 |
|
|
2022
Q2 | $67K | Buy |
+433
| New | +$67K | ﹤0.01% | 605 |
|