Clarius Group LLC’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
1,034
-87
| -8% | -$21.1K | 0.01% | 405 |
|
|
2025
Q1 | $272K | Sell |
1,121
-21
| -2% | -$5.09K | 0.02% | 380 |
|
|
2024
Q4 | $258K | Sell |
1,142
-27
| -2% | -$6.1K | 0.02% | 351 |
|
|
2024
Q3 | $250K | Buy |
1,169
+13
| +1% | +$2.78K | 0.02% | 365 |
|
|
2024
Q2 | $228K | Sell |
1,156
-60
| -5% | -$11.8K | 0.02% | 387 |
|
|
2024
Q1 | $249K | Sell |
1,216
-194
| -14% | -$39.7K | 0.02% | 396 |
|
|
2023
Q4 | $290K | Sell |
1,410
-124
| -8% | -$25.5K | 0.02% | 360 |
|
|
2023
Q3 | $275K | Sell |
1,534
-246
| -14% | -$44K | 0.03% | 358 |
|
|
2023
Q2 | $295K | Buy |
1,780
+31
| +2% | +$5.14K | 0.02% | 396 |
|
|
2023
Q1 | $256K | Sell |
1,749
-21
| -1% | -$3.08K | 0.02% | 430 |
|
|
2022
Q4 | $237K | Sell |
1,770
-58
| -3% | -$7.77K | 0.02% | 443 |
|
|
2022
Q3 | $264K | Buy |
1,828
+248
| +16% | +$35.8K | 0.03% | 381 |
|
|
2022
Q2 | $225K | Sell |
1,580
-2,990
| -65% | -$426K | 0.02% | 409 |
|
|
2022
Q1 | $835K | Hold |
4,570
| – | – | 0.07% | 163 |
|
|
2021
Q4 | $835K | Buy |
4,570
+142
| +3% | +$25.9K | 0.07% | 163 |
|
|
2021
Q3 | $738K | Buy |
4,428
+27
| +0.6% | +$4.5K | 0.07% | 157 |
|
|
2021
Q2 | $711K | Buy |
4,401
+34
| +0.8% | +$5.49K | 0.06% | 158 |
|
|
2021
Q1 | $669K | Buy |
4,367
+33
| +0.8% | +$5.06K | 0.07% | 145 |
|
|
2020
Q4 | $664K | Buy |
4,334
+217
| +5% | +$33.2K | 0.07% | 136 |
|
|
2020
Q3 | $543K | Buy |
4,117
+197
| +5% | +$26K | 0.07% | 128 |
|
|
2020
Q2 | $495K | Buy |
+3,920
| New | +$495K | 0.07% | 137 |
|