Curi RMB Capital’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 | $407K | Buy |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $254K | Buy |
|
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $207K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $268K | Buy |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $212K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $267K | Buy |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Hold |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $217K | Buy |
|