Creative Planning’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 | $6.27M | Buy |
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|
2025
Q1 | $6.12M | Buy |
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|
2024
Q4 | $5.36M | Buy |
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|
2024
Q3 | $4.95M | Buy |
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|
2024
Q2 | $4.48M | Sell |
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|
2024
Q1 | $4.67M | Buy |
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|
2023
Q4 | $4.48M | Buy |
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|
2023
Q3 | $3.48M | Sell |
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|
2023
Q2 | $3.25M | Buy |
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|
2023
Q1 | $2.7M | Buy |
|
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|
2022
Q4 | $2.39M | Buy |
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|
2022
Q3 | $2.42M | Buy |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $2.96M | Buy |
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|
2021
Q3 | $2.66M | Buy |
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|
2021
Q2 | $2.52M | Sell |
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|
2021
Q1 | $2.71M | Buy |
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|
2020
Q4 | $2.5M | Buy |
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|
2020
Q3 | $2M | Buy |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $1.18M | Buy |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.57M | Buy |
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|
2019
Q2 | $1.56M | Buy |
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|
2019
Q1 | $1.12M | Buy |
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|
2018
Q4 | $956K | Buy |
|
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|
2018
Q3 | $1.24M | Sell |
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|
2018
Q2 | $1.1M | Buy |
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|
2018
Q1 | $975K | Sell |
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|
2017
Q4 | $900K | Buy |
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|
2017
Q3 | $612K | Buy |
|
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|
2017
Q2 | $514K | Buy |
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|
2017
Q1 | $433K | Buy |
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|
2016
Q4 | $413K | Buy |
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|
2016
Q3 | $417K | Buy |
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|
2016
Q2 | $265K | Buy |
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|
2016
Q1 | $231K | Buy |
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|
2015
Q4 | $208K | Sell |
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|
2015
Q3 | $217K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $388K | Buy |
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|
2014
Q4 | $159K | Buy |
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|
2014
Q3 | $142K | Buy |
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|
2014
Q2 | $116K | Buy |
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|
2014
Q1 | $69K | Sell |
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|
2013
Q4 | $109K | Buy |
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|
2013
Q3 | $35K | Buy |
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|
2013
Q2 | $27K | Buy |
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