Capital Advisors Ltd’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $94K | Hold |
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|
2025
Q3 | $100K | Hold |
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|
2025
Q2 | $102K | Buy |
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|
2025
Q1 | $95K | Hold |
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|
2024
Q4 | $89K | Hold |
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|
2024
Q3 | $84K | Hold |
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|
2024
Q2 | $77K | Sell |
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|
2024
Q1 | $82K | Buy |
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|
2023
Q4 | $81K | Hold |
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|
2023
Q3 | $70K | Hold |
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|
2023
Q2 | $65K | Buy |
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|
2023
Q1 | $12K | Sell |
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|
2022
Q4 | $13K | Buy |
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|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $16K | Buy |
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|
2021
Q4 | $15K | Buy |
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|
2021
Q3 | $13K | Buy |
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