Cerity Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.2M | Buy |
25,523
+2,004
| +9% | +$487K | 0.01% | 718 |
|
|
2025
Q1 | $5.7M | Buy |
23,519
+61
| +0.3% | +$14.8K | 0.01% | 684 |
|
|
2024
Q4 | $5.2M | Buy |
23,458
+1,544
| +7% | +$342K | 0.01% | 698 |
|
|
2024
Q3 | $4.71M | Buy |
21,914
+8,051
| +58% | +$1.73M | 0.01% | 720 |
|
|
2024
Q2 | $2.73M | Sell |
13,863
-6,286
| -31% | -$1.24M | 0.01% | 796 |
|
|
2024
Q1 | $4.13M | Buy |
20,149
+11,860
| +143% | +$2.43M | 0.01% | 705 |
|
|
2023
Q4 | $1.71M | Buy |
8,289
+2,395
| +41% | +$493K | 0.01% | 803 |
|
|
2023
Q3 | $1.06M | Sell |
5,894
-431
| -7% | -$77.2K | 0.01% | 740 |
|
|
2023
Q2 | $1.05M | Buy |
6,325
+850
| +16% | +$141K | ﹤0.01% | 912 |
|
|
2023
Q1 | $803K | Sell |
5,475
-351
| -6% | -$51.4K | ﹤0.01% | 1077 |
|
|
2022
Q4 | $782K | Buy |
5,826
+3,193
| +121% | +$429K | 0.01% | 765 |
|
|
2022
Q3 | $379K | Buy |
2,633
+938
| +55% | +$135K | ﹤0.01% | 812 |
|
|
2022
Q2 | $241K | Buy |
+1,695
| New | +$241K | ﹤0.01% | 1004 |
|
|
2022
Q1 | – | Sell |
-1,378
| Closed | -$252K | – | 958 |
|
|
2021
Q4 | $252K | Buy |
+1,378
| New | +$252K | ﹤0.01% | 845 |
|
|
2019
Q1 | – | Sell |
-2,253
| Closed | -$217K | – | 535 |
|
|
2018
Q4 | $217K | Sell |
2,253
-73
| -3% | -$7.03K | 0.01% | 470 |
|
|
2018
Q3 | $307K | Sell |
2,326
-2,548
| -52% | -$336K | 0.02% | 414 |
|
|
2018
Q2 | $561K | Buy |
4,874
+2,535
| +108% | +$292K | 0.04% | 314 |
|
|
2018
Q1 | $257K | Sell |
2,339
-4,051
| -63% | -$445K | 0.02% | 467 |
|
|
2017
Q4 | $579K | Buy |
6,390
+126
| +2% | +$11.4K | 0.04% | 309 |
|
|
2017
Q3 | $506K | Buy |
+6,264
| New | +$506K | 0.04% | 321 |
|