D.J. St. Germain’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.9K | Hold |
403
| – | – | ﹤0.01% | 386 |
|
|
2025
Q1 | $97.7K | Sell |
403
-19
| -5% | -$4.61K | ﹤0.01% | 332 |
|
|
2024
Q4 | $95.4K | Hold |
422
| – | – | ﹤0.01% | 352 |
|
|
2024
Q3 | $90.7K | Hold |
422
| – | – | ﹤0.01% | 332 |
|
|
2024
Q2 | $83.1K | Buy |
422
+29
| +7% | +$5.71K | ﹤0.01% | 338 |
|
|
2024
Q1 | $80.5K | Hold |
393
| – | – | ﹤0.01% | 348 |
|
|
2023
Q4 | $80.9K | Hold |
393
| – | – | ﹤0.01% | 344 |
|
|
2023
Q3 | $70.4K | Hold |
393
| – | – | ﹤0.01% | 328 |
|
|
2023
Q2 | $65.1K | Buy |
+393
| New | +$65.1K | ﹤0.01% | 338 |
|
|
2022
Q4 | $18.4K | Buy |
+137
| New | +$18.4K | 0.01% | 239 |
|