Bradley Foster & Sargent’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $893K | Buy |
3,675
+753
| +26% | +$183K | 0.01% | 304 |
|
|
2025
Q1 | $708K | Sell |
2,922
-36
| -1% | -$8.73K | 0.01% | 305 |
|
|
2024
Q4 | $669K | Hold |
2,958
| – | – | 0.01% | 324 |
|
|
2024
Q3 | $636K | Hold |
2,958
| – | – | 0.01% | 333 |
|
|
2024
Q2 | $583K | Sell |
2,958
-10
| -0.3% | -$1.97K | 0.01% | 336 |
|
|
2024
Q1 | $608K | Buy |
2,968
+24
| +0.8% | +$4.92K | 0.01% | 329 |
|
|
2023
Q4 | $606K | Sell |
2,944
-1
| -0% | -$206 | 0.01% | 333 |
|
|
2023
Q3 | $488K | Hold |
2,945
| – | – | 0.01% | 342 |
|
|
2023
Q2 | $488K | Buy |
2,945
+60
| +2% | +$9.94K | 0.01% | 342 |
|
|
2023
Q1 | $423K | Sell |
2,885
-2
| -0.1% | -$293 | 0.01% | 347 |
|
|
2022
Q4 | $387K | Hold |
2,887
| – | – | 0.01% | 350 |
|
|
2022
Q3 | $417K | Hold |
2,887
| – | – | 0.01% | 334 |
|
|
2022
Q2 | $412K | Sell |
2,887
-61
| -2% | -$8.71K | 0.01% | 346 |
|
|
2022
Q1 | $459K | Buy |
2,948
+335
| +13% | +$52.2K | 0.01% | 357 |
|
|
2021
Q4 | $478K | Buy |
2,613
+299
| +13% | +$54.7K | 0.01% | 335 |
|
|
2021
Q3 | $386K | Buy |
2,314
+2
| +0.1% | +$334 | 0.01% | 333 |
|
|
2021
Q2 | $373K | Buy |
+2,312
| New | +$373K | 0.01% | 336 |
|
|
2018
Q4 | – | Sell |
-1,580
| Closed | -$208K | – | 345 |
|
|
2018
Q3 | $208K | Sell |
1,580
-700
| -31% | -$92.2K | 0.01% | 355 |
|
|
2018
Q2 | $262K | Hold |
2,280
| – | – | 0.01% | 337 |
|
|
2018
Q1 | $250K | Buy |
2,280
+65
| +3% | +$7.13K | 0.01% | 327 |
|
|
2017
Q4 | $201K | Buy |
+2,215
| New | +$201K | 0.01% | 340 |
|