Campion Asset 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 | $380K | Hold |
1,565
| – | – | 0.29% | 57 |
|
|
2025
Q1 | $379K | Hold |
1,565
| – | – | 0.29% | 61 |
|
|
2024
Q4 | $354K | Sell |
1,565
-75
| -5% | -$17K | 0.27% | 63 |
|
|
2024
Q3 | $353K | Sell |
1,640
-95
| -5% | -$20.4K | 0.26% | 67 |
|
|
2024
Q2 | $342K | Hold |
1,735
| – | – | 0.27% | 67 |
|
|
2024
Q1 | $355K | Hold |
1,735
| – | – | 0.27% | 69 |
|
|
2023
Q4 | $357K | Hold |
1,735
| – | – | 0.3% | 67 |
|
|
2023
Q3 | $311K | Hold |
1,735
| – | – | 0.29% | 69 |
|
|
2023
Q2 | $287K | Hold |
1,735
| – | – | 0.26% | 78 |
|
|
2023
Q1 | $254K | Buy |
+1,735
| New | +$254K | 0.24% | 79 |
|
|
2022
Q4 | – | Sell |
-1,410
| Closed | -$203K | – | 90 |
|
|
2022
Q3 | $203K | Hold |
1,410
| – | – | 0.21% | 82 |
|
|
2022
Q2 | $201K | Hold |
1,410
| – | – | 0.2% | 89 |
|
|
2022
Q1 | $220K | Hold |
1,410
| – | – | 0.19% | 88 |
|
|
2021
Q4 | $258K | Hold |
1,410
| – | – | 0.21% | 84 |
|
|
2021
Q3 | $235K | Hold |
1,410
| – | – | 0.21% | 90 |
|
|
2021
Q2 | $228K | Sell |
1,410
-240
| -15% | -$38.8K | 0.19% | 88 |
|
|
2021
Q1 | $253K | Buy |
+1,650
| New | +$253K | 0.19% | 84 |
|