Boyar Asset Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.75M | Buy |
7,182
+1
| +0% | +$243 | 1.14% | 21 |
|
2025
Q1 | $1.74M | Hold |
7,181
| – | – | 1.26% | 18 |
|
2024
Q4 | $1.62M | Buy |
7,181
+1
| +0% | +$226 | 1.07% | 25 |
|
2024
Q3 | $1.54M | Hold |
7,180
| – | – | 0.99% | 27 |
|
2024
Q2 | $1.41M | Buy |
7,180
+1
| +0% | +$197 | 0.97% | 28 |
|
2024
Q1 | $1.47M | Sell |
7,179
-51
| -0.7% | -$10.4K | 0.96% | 30 |
|
2023
Q4 | $1.49M | Sell |
7,230
-80
| -1% | -$16.5K | 1.12% | 25 |
|
2023
Q3 | $1.31M | Sell |
7,310
-299
| -4% | -$53.5K | 1.03% | 30 |
|
2023
Q2 | $1.26M | Sell |
7,609
-66
| -0.9% | -$10.9K | 0.93% | 31 |
|
2023
Q1 | $1.12M | Sell |
7,675
-99
| -1% | -$14.5K | 0.87% | 32 |
|
2022
Q4 | $1.04M | Sell |
7,774
-290
| -4% | -$38.9K | 0.85% | 29 |
|
2022
Q3 | $1.16M | Buy |
8,064
+301
| +4% | +$43.4K | 0.96% | 30 |
|
2022
Q2 | $1.11M | Sell |
7,763
-300
| -4% | -$42.8K | 0.91% | 31 |
|
2022
Q1 | $1.26M | Hold |
8,063
| – | – | 0.81% | 32 |
|
2021
Q4 | $1.47M | Sell |
8,063
-100
| -1% | -$18.3K | 0.89% | 31 |
|
2021
Q3 | $1.36M | Hold |
8,163
| – | – | 0.9% | 31 |
|
2021
Q2 | $1.32M | Sell |
8,163
-412
| -5% | -$66.6K | 0.85% | 35 |
|
2021
Q1 | $1.31M | Sell |
8,575
-201
| -2% | -$30.8K | 0.89% | 33 |
|
2020
Q4 | $1.35M | Sell |
8,776
-1,409
| -14% | -$216K | 1.01% | 30 |
|
2020
Q3 | $1.34M | Buy |
10,185
+604
| +6% | +$79.7K | 1.13% | 27 |
|
2020
Q2 | $1.21M | Sell |
9,581
-440
| -4% | -$55.5K | 1.12% | 27 |
|
2020
Q1 | $950K | Sell |
10,021
-427
| -4% | -$40.5K | 1.06% | 27 |
|
2019
Q4 | $1.29M | Sell |
10,448
-884
| -8% | -$109K | 0.93% | 33 |
|
2019
Q3 | $1.41M | Buy |
11,332
+101
| +0.9% | +$12.6K | 1.07% | 33 |
|
2019
Q2 | $1.43M | Sell |
11,231
-100
| -0.9% | -$12.8K | 1.06% | 34 |
|
2019
Q1 | $1.18M | Sell |
11,331
-51
| -0.4% | -$5.29K | 0.88% | 35 |
|
2018
Q4 | $1.1M | Hold |
11,382
| – | – | 0.9% | 36 |
|
2018
Q3 | $1.5M | Hold |
11,382
| – | – | 1.02% | 35 |
|
2018
Q2 | $1.31M | Sell |
11,382
-280
| -2% | -$32.2K | 0.96% | 36 |
|
2018
Q1 | $1.28M | Hold |
11,662
| – | – | 0.93% | 36 |
|
2017
Q4 | $1.06M | Sell |
11,662
-278
| -2% | -$25.2K | 0.75% | 39 |
|
2017
Q3 | $965K | Sell |
11,940
-760
| -6% | -$61.4K | 0.72% | 41 |
|
2017
Q2 | $960K | Sell |
12,700
-604
| -5% | -$45.7K | 0.71% | 43 |
|
2017
Q1 | $904K | Sell |
13,304
-602
| -4% | -$40.9K | 0.67% | 44 |
|
2016
Q4 | $922K | Buy |
13,906
+302
| +2% | +$20K | 0.92% | 41 |
|
2016
Q3 | $922K | Sell |
13,604
-120
| -0.9% | -$8.13K | 0.73% | 44 |
|
2016
Q2 | $895K | Sell |
13,724
-301
| -2% | -$19.6K | 0.71% | 43 |
|
2016
Q1 | $832K | Hold |
14,025
| – | – | 0.65% | 46 |
|
2015
Q4 | $754K | Hold |
14,025
| – | – | 0.6% | 46 |
|
2015
Q3 | $776K | Hold |
14,025
| – | – | 0.66% | 45 |
|
2015
Q2 | $701K | Sell |
14,025
-100
| -0.7% | -$5K | 0.54% | 47 |
|
2015
Q1 | $777K | Hold |
14,125
| – | – | 0.59% | 44 |
|
2014
Q4 | $652K | Sell |
14,125
-202
| -1% | -$9.32K | 0.51% | 47 |
|
2014
Q3 | $596K | Hold |
14,327
| – | – | 0.46% | 54 |
|
2014
Q2 | $597K | Hold |
14,327
| – | – | 0.47% | 54 |
|
2014
Q1 | $532K | Hold |
14,327
| – | – | 0.43% | 55 |
|
2013
Q4 | $566K | Hold |
14,327
| – | – | 0.47% | 52 |
|
2013
Q3 | $455K | Sell |
14,327
-101
| -0.7% | -$3.21K | 0.44% | 50 |
|
2013
Q2 | $383K | Buy |
+14,428
| New | +$383K | 0.38% | 53 |
|