Caprock Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.58M | Buy |
6,476
+2,268
| +54% | +$552K | 0.05% | 354 |
|
|
2024
Q4 | $955K | Buy |
4,208
+95
| +2% | +$21.6K | 0.03% | 432 |
|
|
2024
Q3 | $888K | Buy |
4,113
+440
| +12% | +$95K | 0.03% | 420 |
|
|
2024
Q2 | $727K | Buy |
3,673
+1,946
| +113% | +$385K | 0.03% | 448 |
|
|
2024
Q1 | $355K | Sell |
1,727
-355
| -17% | -$73K | 0.02% | 511 |
|
|
2023
Q4 | $430K | Sell |
2,082
-24
| -1% | -$4.96K | 0.03% | 431 |
|
|
2023
Q3 | $379K | Buy |
2,106
+577
| +38% | +$104K | 0.03% | 436 |
|
|
2023
Q2 | $254K | Buy |
+1,529
| New | +$254K | 0.02% | 545 |
|