Concurrent Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
11,901
+231
| +2% | +$56.1K | 0.06% | 333 |
|
|
2025
Q1 | $2.83M | Buy |
11,670
+1,678
| +17% | +$407K | 0.07% | 291 |
|
|
2024
Q4 | $2.26M | Buy |
9,992
+1,154
| +13% | +$261K | 0.06% | 294 |
|
|
2024
Q3 | $1.9M | Buy |
8,838
+425
| +5% | +$91.4K | 0.06% | 324 |
|
|
2024
Q2 | $1.66M | Buy |
8,413
+308
| +4% | +$60.7K | 0.05% | 318 |
|
|
2024
Q1 | $1.66M | Buy |
8,105
+373
| +5% | +$76.4K | 0.07% | 274 |
|
|
2023
Q4 | $1.59M | Buy |
+7,732
| New | +$1.59M | 0.08% | 261 |
|