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 |
|