Buckingham Capital Management (Ohio)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $339K | Hold |
1,500
| – | – | 0.04% | 108 |
|
|
2024
Q3 | $323K | Hold |
1,500
| – | – | 0.04% | 119 |
|
|
2024
Q2 | $296K | Hold |
1,500
| – | – | 0.04% | 116 |
|
|
2024
Q1 | $307K | Hold |
1,500
| – | – | 0.04% | 113 |
|
|
2023
Q4 | $309K | Hold |
1,500
| – | – | 0.04% | 104 |
|
|
2023
Q3 | $269K | Hold |
1,500
| – | – | 0.04% | 99 |
|
|
2023
Q2 | $248K | Hold |
1,500
| – | – | 0.04% | 100 |
|
|
2023
Q1 | $220K | Hold |
1,500
| – | – | 0.04% | 110 |
|
|
2022
Q4 | $201K | Hold |
1,500
| – | – | 0.04% | 110 |
|
|
2022
Q3 | $216K | Hold |
1,500
| – | – | 0.04% | 105 |
|
|
2022
Q2 | $214K | Hold |
1,500
| – | – | 0.04% | 108 |
|
|
2022
Q1 | $234K | Hold |
1,500
| – | – | 0.04% | 106 |
|
|
2021
Q4 | $274K | Hold |
1,500
| – | – | 0.04% | 104 |
|
|
2021
Q3 | $250K | Hold |
1,500
| – | – | 0.04% | 108 |
|
|
2021
Q2 | $242K | Hold |
1,500
| – | – | 0.04% | 114 |
|
|
2021
Q1 | $230K | Hold |
1,500
| – | – | 0.04% | 111 |
|
|
2020
Q4 | $230K | Buy |
+1,500
| New | +$230K | 0.04% | 108 |
|
|
2015
Q2 | – | Sell |
-3,900
| Closed | -$215K | – | 171 |
|
|
2015
Q1 | $215K | Sell |
3,900
-3,177
| -45% | -$175K | 0.06% | 173 |
|
|
2014
Q4 | $327K | Sell |
7,077
-1,762
| -20% | -$81.4K | 0.1% | 152 |
|
|
2014
Q3 | $368K | Sell |
8,839
-1,705
| -16% | -$71K | 0.11% | 146 |
|
|
2014
Q2 | $439K | Sell |
10,544
-300
| -3% | -$12.5K | 0.14% | 141 |
|
|
2014
Q1 | $403K | Sell |
10,844
-200
| -2% | -$7.43K | 0.14% | 146 |
|
|
2013
Q4 | $436K | Sell |
11,044
-200
| -2% | -$7.9K | 0.15% | 139 |
|
|
2013
Q3 | $355K | Sell |
11,244
-160
| -1% | -$5.05K | 0.14% | 141 |
|
|
2013
Q2 | $303K | Buy |
+11,404
| New | +$303K | 0.12% | 144 |
|