Citizens Financial Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5M | Sell |
30,567
-88,811
| -74% | -$16.9M | 0.07% | 179 |
|
|
2025
Q4 | $26.8M | Buy |
119,378
+167
| +0.1% | +$38.1K | 0.36% | 55 |
|
|
2025
Q3 | $28.5M | Buy |
119,211
+116,556
| +4,390% | +$29M | 0.39% | 48 |
|
|
2025
Q2 | $648K | Buy |
2,655
+176
| +7% | +$41.8K | 0.01% | 436 |
|
|
2025
Q1 | $603K | Sell |
2,479
-175
| -7% | -$41.2K | 0.01% | 387 |
|
|
2024
Q4 | $600K | Buy |
2,654
+272
| +11% | +$60.9K | 0.01% | 368 |
|
|
2024
Q3 | $514K | Sell |
2,382
-16
| -0.7% | -$3.35K | 0.01% | 379 |
|
|
2024
Q2 | $474K | Buy |
2,398
+166
| +7% | +$32.9K | 0.01% | 378 |
|
|
2024
Q1 | $457K | Sell |
2,232
-111
| -5% | -$22.4K | 0.02% | 290 |
|
|
2023
Q4 | $482K | Buy |
2,343
+81
| +4% | +$14.9K | 0.02% | 286 |
|
|
2023
Q3 | $405K | Sell |
2,262
-35
| -2% | -$6.2K | 0.02% | 260 |
|
|
2023
Q2 | $380K | Sell |
2,297
-48
| -2% | -$7.26K | 0.01% | 299 |
|
|
2023
Q1 | $345K | Buy |
+2,345
| New | +$336K | 0.01% | 342 |
|
|
2020
Q3 | – | Sell |
-436
| Closed | -$55K | – | 336 |
|
|
2020
Q2 | $55K | Sell |
436
-498
| -53% | -$57.7K | ﹤0.01% | 455 |
|
|
2020
Q1 | $89K | Buy |
934
+568
| +155% | +$64.8K | 0.01% | 344 |
|
|
2019
Q4 | $45K | Buy |
+366
| New | +$44.8K | ﹤0.01% | 454 |
|
|
2018
Q1 | – | Sell |
-211
| Closed | -$19K | – | 480 |
|
|
2017
Q4 | $19K | Sell |
211
-49
| -19% | -$4.28K | ﹤0.01% | 384 |
|
|
2017
Q3 | $21K | Hold |
260
| – | – | ﹤0.01% | 379 |
|
|
2017
Q2 | $20K | Hold |
260
| – | – | ﹤0.01% | 381 |
|
|
2017
Q1 | $18K | Hold |
260
| – | – | ﹤0.01% | 397 |
|
|
2016
Q4 | $17K | Sell |
260
-794
| -75% | -$51.6K | ﹤0.01% | 417 |
|
|
2016
Q3 | $71K | Sell |
1,054
-176
| -14% | -$12K | 0.01% | 329 |
|
|
2016
Q2 | $80K | Hold |
1,230
| – | – | 0.01% | 319 |
|
|
2016
Q1 | $73K | Sell |
1,230
-1,740
| -59% | -$94.9K | 0.01% | 331 |
|
|
2015
Q4 | $160K | Buy |
+2,970
| New | +$167K | 0.02% | 248 |
|
Other funds holding BR
VCM
VPM
