Cambridge Investment Research Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
13,910
+916
| +7% | +$223K | 0.01% | 1078 |
|
|
2025
Q1 | $3.15M | Sell |
12,994
-271
| -2% | -$65.7K | 0.01% | 1062 |
|
|
2024
Q4 | $3M | Sell |
13,265
-55
| -0.4% | -$12.4K | 0.01% | 1097 |
|
|
2024
Q3 | $2.86M | Sell |
13,320
-489
| -4% | -$105K | 0.01% | 1107 |
|
|
2024
Q2 | $2.72M | Buy |
13,809
+156
| +1% | +$30.7K | 0.01% | 1087 |
|
|
2024
Q1 | $2.8M | Buy |
13,653
+1,448
| +12% | +$297K | 0.01% | 1070 |
|
|
2023
Q4 | $2.51M | Buy |
12,205
+572
| +5% | +$118K | 0.01% | 1053 |
|
|
2023
Q3 | $2.08M | Buy |
11,633
+69
| +0.6% | +$12.4K | 0.01% | 1112 |
|
|
2023
Q2 | $1.92M | Buy |
11,564
+507
| +5% | +$84K | 0.01% | 1198 |
|
|
2023
Q1 | $1.62M | Sell |
11,057
-1,798
| -14% | -$264K | 0.01% | 1254 |
|
|
2022
Q4 | $1.72M | Sell |
12,855
-460
| -3% | -$61.7K | 0.01% | 1167 |
|
|
2022
Q3 | $1.92M | Buy |
13,315
+962
| +8% | +$139K | 0.01% | 1060 |
|
|
2022
Q2 | $1.76M | Sell |
12,353
-19
| -0.2% | -$2.71K | 0.01% | 1109 |
|
|
2022
Q1 | $1.93M | Buy |
12,372
+63
| +0.5% | +$9.81K | 0.01% | 1158 |
|
|
2021
Q4 | $2.25M | Buy |
12,309
+181
| +1% | +$33.1K | 0.01% | 1072 |
|
|
2021
Q3 | $2.02M | Sell |
12,128
-495
| -4% | -$82.5K | 0.01% | 1091 |
|
|
2021
Q2 | $2.04M | Buy |
12,623
+570
| +5% | +$92.1K | 0.01% | 1105 |
|
|
2021
Q1 | $1.85M | Sell |
12,053
-240
| -2% | -$36.7K | 0.01% | 1049 |
|
|
2020
Q4 | $1.88M | Buy |
12,293
+200
| +2% | +$30.6K | 0.01% | 948 |
|
|
2020
Q3 | $1.6M | Buy |
12,093
+1,286
| +12% | +$170K | 0.01% | 920 |
|
|
2020
Q2 | $1.36M | Sell |
10,807
-1,324
| -11% | -$167K | 0.01% | 951 |
|
|
2020
Q1 | $1.15M | Buy |
12,131
+3,548
| +41% | +$336K | 0.01% | 904 |
|
|
2019
Q4 | $1.06M | Sell |
8,583
-447
| -5% | -$55.2K | 0.01% | 1114 |
|
|
2019
Q3 | $1.12M | Sell |
9,030
-2,613
| -22% | -$325K | 0.01% | 1006 |
|
|
2019
Q2 | $1.49M | Sell |
11,643
-867
| -7% | -$111K | 0.01% | 833 |
|
|
2019
Q1 | $1.3M | Buy |
12,510
+749
| +6% | +$77.7K | 0.01% | 905 |
|
|
2018
Q4 | $1.13M | Buy |
11,761
+198
| +2% | +$19.1K | 0.01% | 866 |
|
|
2018
Q3 | $1.53M | Buy |
11,563
+331
| +3% | +$43.7K | 0.01% | 798 |
|
|
2018
Q2 | $1.29M | Sell |
11,232
-87
| -0.8% | -$10K | 0.01% | 844 |
|
|
2018
Q1 | $1.24M | Buy |
11,319
+471
| +4% | +$51.7K | 0.01% | 829 |
|
|
2017
Q4 | $983K | Buy |
10,848
+261
| +2% | +$23.7K | 0.01% | 916 |
|
|
2017
Q3 | $856K | Buy |
10,587
+461
| +5% | +$37.3K | 0.01% | 918 |
|
|
2017
Q2 | $765K | Sell |
10,126
-39
| -0.4% | -$2.95K | 0.01% | 949 |
|
|
2017
Q1 | $691K | Sell |
10,165
-8
| -0.1% | -$544 | 0.01% | 910 |
|
|
2016
Q4 | $674K | Buy |
10,173
+179
| +2% | +$11.9K | 0.01% | 867 |
|
|
2016
Q3 | $677K | Buy |
9,994
+2,249
| +29% | +$152K | 0.01% | 871 |
|
|
2016
Q2 | $505K | Buy |
7,745
+50
| +0.6% | +$3.26K | 0.01% | 929 |
|
|
2016
Q1 | $456K | Buy |
7,695
+925
| +14% | +$54.8K | 0.01% | 948 |
|
|
2015
Q4 | $364K | Buy |
6,770
+2,817
| +71% | +$151K | 0.01% | 1026 |
|
|
2015
Q3 | $219K | Buy |
+3,953
| New | +$219K | 0.01% | 1205 |
|