Concourse Financial Group Securities’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $970K | Buy |
|
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|
2024
Q1 | $954K | Buy |
|
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|
2023
Q4 | $912K | Sell |
|
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|
2023
Q3 | $804K | Buy |
|
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|
2023
Q2 | $102K | Sell |
|
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|
2023
Q1 | $95.6K | Buy |
|
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|
2022
Q4 | $83.1K | Sell |
|
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|
2022
Q3 | $97K | Sell |
|
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|
2022
Q2 | $124K | Sell |
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|
2022
Q1 | $165K | Sell |
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|
2021
Q4 | $214K | Buy |
|
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|
2021
Q3 | $180K | Buy |
|
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|
2021
Q2 | $156K | Sell |
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|
2021
Q1 | $150K | Buy |
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|
2020
Q4 | $131K | Buy |
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|
2020
Q3 | $106K | Buy |
|
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|
2020
Q2 | $78K | Buy |
|
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|
2020
Q1 | $57K | Sell |
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|
2019
Q4 | $96K | Buy |
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|
2019
Q3 | $65K | Sell |
|
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|
2019
Q2 | $1.11M | Sell |
|
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|
2019
Q1 | $964K | Buy |
|
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|
2018
Q4 | $862K | Sell |
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|
2018
Q3 | $1.21M | Buy |
|