Colonial 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
Q2
$233K Hold
2025
Q1
$232K Sell
2024
Q4
$219K Buy
2024
Q3
$204K Buy
2024
Q2
$187K Sell
2024
Q1
$196K Hold
2023
Q4
$197K Sell
2023
Q3
$191K Sell
2023
Q2
$210K Sell
2023
Q1
$222K Buy
2022
Q4
$88.4K Buy