Bridges Investment 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 | $437K | Sell |
1,799
-77
| -4% | -$18.7K | 0.01% | 301 |
|
|
2025
Q1 | $455K | Sell |
1,876
-175
| -9% | -$42.4K | 0.01% | 290 |
|
|
2024
Q4 | $464K | Sell |
2,051
-3
| -0.1% | -$678 | 0.01% | 294 |
|
|
2024
Q3 | $442K | Buy |
2,054
+3
| +0.1% | +$645 | 0.01% | 292 |
|
|
2024
Q2 | $404K | Buy |
+2,051
| New | +$404K | 0.01% | 294 |
|
|
2021
Q4 | – | Sell |
-16,400
| Closed | -$2.73M | – | 223 |
|
|
2021
Q3 | $2.73M | Hold |
16,400
| – | – | 0.09% | 105 |
|
|
2021
Q2 | $2.65M | Hold |
16,400
| – | – | 0.08% | 105 |
|
|
2021
Q1 | $2.51M | Hold |
16,400
| – | – | 0.07% | 108 |
|
|
2020
Q4 | $2.51M | Hold |
16,400
| – | – | 0.08% | 107 |
|
|
2020
Q3 | $2.17M | Hold |
16,400
| – | – | 0.07% | 109 |
|
|
2020
Q2 | $2.07M | Hold |
16,400
| – | – | 0.08% | 109 |
|
|
2020
Q1 | $1.56M | Sell |
16,400
-200
| -1% | -$19K | 0.07% | 118 |
|
|
2019
Q4 | $2.05M | Buy |
16,600
+300
| +2% | +$37.1K | 0.08% | 120 |
|
|
2019
Q3 | $2.03M | Sell |
16,300
-325
| -2% | -$40.4K | 0.08% | 131 |
|
|
2019
Q2 | $2.12M | Hold |
16,625
| – | – | 0.08% | 124 |
|
|
2019
Q1 | $1.72M | Hold |
16,625
| – | – | 0.07% | 137 |
|
|
2018
Q4 | $1.6M | Hold |
16,625
| – | – | 0.08% | 134 |
|
|
2018
Q3 | $2.19M | Hold |
16,625
| – | – | 0.11% | 124 |
|
|
2018
Q2 | $1.91M | Sell |
16,625
-700
| -4% | -$80.6K | 0.09% | 136 |
|
|
2018
Q1 | $1.9M | Buy |
+17,325
| New | +$1.9M | 0.09% | 129 |
|