Chicago Trust’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $651K | Buy |
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|
2025
Q2 | $663K | Hold |
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|
2025
Q1 | $661K | Hold |
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|
2024
Q4 | $617K | Hold |
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|
2024
Q3 | $587K | Hold |
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|
2024
Q2 | $537K | Hold |
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|
2024
Q1 | $559K | Hold |
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|
2023
Q4 | $561K | Hold |
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|
2023
Q3 | $488K | Hold |
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|
2023
Q2 | $452K | Hold |
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|
2023
Q1 | $400K | Hold |
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|
2022
Q4 | $366K | Hold |
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|
2022
Q3 | $393K | Hold |
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|
2022
Q2 | $389K | Sell |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $462K | Buy |
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|
2021
Q3 | $375K | Hold |
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|
2021
Q2 | $364K | Buy |
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|
2021
Q1 | $308K | Buy |
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|
2020
Q4 | $293K | Buy |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Hold |
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|
2019
Q3 | $243K | Buy |
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