Bruce G. Allen Investments’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.5K | Sell |
216
-2
| -0.9% | -$486 | 0.04% | 249 |
|
|
2025
Q1 | $52.9K | Sell |
218
-1
| -0.5% | -$242 | 0.04% | 238 |
|
|
2024
Q4 | $49.5K | Sell |
219
-2
| -0.9% | -$452 | 0.04% | 260 |
|
|
2024
Q3 | $47.5K | Sell |
221
-182
| -45% | -$39.1K | 0.04% | 273 |
|
|
2024
Q2 | $79.4K | Sell |
403
-15
| -4% | -$2.96K | 0.07% | 178 |
|
|
2024
Q1 | $85.6K | Buy |
418
+8
| +2% | +$1.64K | 0.07% | 171 |
|
|
2023
Q4 | $84.4K | Buy |
+410
| New | +$84.4K | 0.08% | 170 |
|