Crown Oak 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 | $9.26M | Buy |
38,092
+244
| +0.6% | +$59.3K | 4.38% | 9 |
|
|
2025
Q1 | $9.18M | Buy |
37,848
+1,472
| +4% | +$357K | 4.64% | 10 |
|
|
2024
Q4 | $8.22M | Buy |
36,376
+3,553
| +11% | +$803K | 4.23% | 11 |
|
|
2024
Q3 | $7.06M | Sell |
32,823
-2,130
| -6% | -$458K | 3.92% | 14 |
|
|
2024
Q2 | $6.89M | Buy |
34,953
+30
| +0.1% | +$5.91K | 3.89% | 13 |
|
|
2024
Q1 | $7.15M | Buy |
34,923
+744
| +2% | +$152K | 3.94% | 13 |
|
|
2023
Q4 | $7.03M | Buy |
+34,179
| New | +$7.03M | 4.11% | 13 |
|