Crossmark Global Holdings’s Broadridge BR Stock Holding History

Crossmark Global Holdings’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.5M	Buy	67,711 +8,299	+14%	+$2.02M	0.27%	85
2025 Q1	$14.4M	Buy	59,412 +904	+2%	+$219K	0.25%	91
2024 Q4	$13.2M	Sell	58,508 -4,711	-7%	-$1.07M	0.24%	98
2024 Q3	$13.6M	Sell	63,219 -441	-0.7%	-$94.8K	0.24%	100
2024 Q2	$12.5M	Sell	63,660 -5,811	-8%	-$1.14M	0.24%	98
2024 Q1	$14.2M	Buy	69,471 +3,588	+5%	+$735K	0.27%	86
2023 Q4	$13.6M	Sell	65,883 -3,708	-5%	-$763K	0.28%	84
2023 Q3	$12.6M	Sell	69,591 -857	-1%	-$156K	0.29%	85
2023 Q2	$11.8M	Sell	70,448 -188	-0.3%	-$31.5K	0.25%	101
2023 Q1	$10.4M	Buy	70,636 +826	+1%	+$121K	0.24%	112
2022 Q4	$9.36M	Buy	69,810 +3,659	+6%	+$491K	0.23%	120
2022 Q3	$9.55M	Buy	66,151 +53,688	+431%	+$7.75M	0.26%	90
2022 Q2	$1.78M	Sell	12,463 -370	-3%	-$52.8K	0.05%	410
2022 Q1	$2M	Buy	12,833 +788	+7%	+$123K	0.04%	415
2021 Q4	$2.2M	Buy	12,045 +916	+8%	+$167K	0.05%	377
2021 Q3	$1.86M	Sell	11,129 -91	-0.8%	-$15.2K	0.04%	407
2021 Q2	$1.81M	Sell	11,220 -2,910	-21%	-$470K	0.04%	419
2021 Q1	$2.16M	Sell	14,130 -1,364	-9%	-$209K	0.05%	352
2020 Q4	$2.37M	Buy	15,494 +943	+6%	+$144K	0.06%	335
2020 Q3	$1.92M	Buy	14,551 +71	+0.5%	+$9.37K	0.05%	353
2020 Q2	$1.83M	Buy	14,480 +3,560	+33%	+$449K	0.05%	360
2020 Q1	$1.04M	Sell	10,920 -5,579	-34%	-$529K	0.04%	456
2019 Q4	$2.04M	Buy	16,499 +3,786	+30%	+$468K	0.06%	367
2019 Q3	$1.58M	Sell	12,713 -751	-6%	-$93.5K	0.05%	427
2019 Q2	$1.72M	Sell	13,464 -423	-3%	-$54K	0.05%	429
2019 Q1	$1.44M	Sell	13,887 -195	-1%	-$20.2K	0.04%	468
2018 Q4	$1.36M	Sell	14,082 -4,850	-26%	-$467K	0.04%	459
2018 Q3	$2.5M	Buy	18,932 +64	+0.3%	+$8.45K	0.06%	342
2018 Q2	$2.17M	Buy	18,868 +3,393	+22%	+$391K	0.06%	368
2018 Q1	$1.7M	Sell	15,475 -235	-1%	-$25.8K	0.04%	465
2017 Q4	$1.42M	Buy	15,710 +1,675	+12%	+$152K	0.03%	531
2017 Q3	$1.13M	Buy	+14,035	New	+$1.13M	0.03%	574
2016 Q3	$1.13M	Buy	+14,035	New	+$1.13M	0.03%	574