BOK Financial’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
1,062
+797
+301% +$194K ﹤0.01% 671
2025
Q1
$64.3K Sell
265
-45
-15% -$10.9K ﹤0.01% 801
2024
Q4
$68.7K Hold
310
﹤0.01% 783
2024
Q3
$66.7K Hold
310
﹤0.01% 790
2024
Q2
$61.1K Sell
310
-72
-19% -$14.2K ﹤0.01% 846
2024
Q1
$77.6K Sell
382
-32
-8% -$6.5K ﹤0.01% 811
2023
Q4
$85.2K Buy
414
+1
+0.2% +$206 ﹤0.01% 758
2023
Q3
$70.5K Sell
413
-92
-18% -$15.7K ﹤0.01% 741
2023
Q2
$83.6K Sell
505
-16
-3% -$2.65K ﹤0.01% 748
2023
Q1
$76.4K Sell
521
-2,730
-84% -$400K ﹤0.01% 791
2022
Q4
$436K Buy
3,251
+235
+8% +$31.5K 0.01% 705
2022
Q3
$435K Buy
3,016
+267
+10% +$38.5K 0.01% 692
2022
Q2
$391K Buy
2,749
+45
+2% +$6.4K 0.01% 719
2022
Q1
$421K Buy
2,704
+269
+11% +$41.9K 0.01% 761
2021
Q4
$445K Buy
2,435
+550
+29% +$101K 0.01% 741
2021
Q3
$314K Buy
+1,885
New +$314K 0.01% 801
2021
Q1
$254K Buy
1,659
+98
+6% +$15K ﹤0.01% 826
2020
Q4
$239K Sell
1,561
-5,854
-79% -$896K ﹤0.01% 822
2020
Q3
$979K Sell
7,415
-3,127
-30% -$413K 0.02% 466
2020
Q2
$1.33M Sell
10,542
-12,540
-54% -$1.58M 0.03% 409
2020
Q1
$2.19M Buy
23,082
+4,868
+27% +$462K 0.06% 276
2019
Q4
$2.25M Buy
18,214
+1,970
+12% +$243K 0.05% 327
2019
Q3
$2.02M Sell
16,244
-8,966
-36% -$1.12M 0.05% 352
2019
Q2
$3.22M Sell
25,210
-1,297
-5% -$166K 0.08% 260
2019
Q1
$2.75M Buy
26,507
+103
+0.4% +$10.7K 0.07% 281
2018
Q4
$2.54M Sell
26,404
-11,082
-30% -$1.07M 0.07% 274
2018
Q3
$4.95M Buy
37,486
+158
+0.4% +$20.8K 0.12% 200
2018
Q2
$4.3M Buy
37,328
+2,510
+7% +$289K 0.12% 211
2018
Q1
$3.82M Buy
34,818
+331
+1% +$36.3K 0.11% 232
2017
Q4
$3.12M Sell
34,487
-3,130
-8% -$284K 0.09% 268
2017
Q3
$3.04M Sell
37,617
-241
-0.6% -$19.5K 0.09% 250
2017
Q2
$2.86M Buy
37,858
+1,794
+5% +$136K 0.09% 240
2017
Q1
$2.45M Sell
36,064
-2,139
-6% -$145K 0.08% 277
2016
Q4
$2.53M Sell
38,203
-507
-1% -$33.6K 0.08% 264
2016
Q3
$2.62M Sell
38,710
-2,281
-6% -$155K 0.09% 267
2016
Q2
$2.67M Sell
40,991
-25,021
-38% -$1.63M 0.09% 244
2016
Q1
$3.92M Sell
66,012
-1,705
-3% -$101K 0.14% 172
2015
Q4
$3.64M Buy
67,717
+3,030
+5% +$163K 0.13% 188
2015
Q3
$3.58M Buy
64,687
+1,598
+3% +$88.5K 0.13% 183
2015
Q2
$3.16M Buy
63,089
+71
+0.1% +$3.55K 0.11% 219
2015
Q1
$3.47M Buy
63,018
+10,118
+19% +$556K 0.12% 206
2014
Q4
$2.44M Sell
52,900
-8,676
-14% -$401K 0.08% 256
2014
Q3
$2.56M Sell
61,576
-877
-1% -$36.5K 0.09% 251
2014
Q2
$2.6M Sell
62,453
-11,816
-16% -$492K 0.08% 261
2014
Q1
$2.76M Buy
74,269
+50,988
+219% +$1.89M 0.09% 240
2013
Q4
$920K Sell
23,281
-3,612
-13% -$143K 0.03% 457
2013
Q3
$853K Buy
+26,893
New +$853K 0.03% 446