Dean Investment Associates’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-14,647
| Closed | -$3.27M | – | 191 |
|
|
2025
Q4 | $3.27M | Buy |
14,647
+266
| +2% | +$60.7K | 0.47% | 110 |
|
|
2025
Q3 | $3.43M | Buy |
14,381
+881
| +7% | +$219K | 0.48% | 103 |
|
|
2025
Q2 | $3.28M | Buy |
13,500
+652
| +5% | +$155K | 0.48% | 97 |
|
|
2025
Q1 | $3.12M | Buy |
12,848
+514
| +4% | +$121K | 0.46% | 95 |
|
|
2024
Q4 | $2.79M | Buy |
12,334
+535
| +5% | +$120K | 0.4% | 120 |
|
|
2024
Q3 | $2.54M | Sell |
11,799
-282
| -2% | -$59K | 0.34% | 147 |
|
|
2024
Q2 | $2.38M | Buy |
12,081
+2,051
| +20% | +$407K | 0.34% | 140 |
|
|
2024
Q1 | $2.05M | Buy |
10,030
+54
| +0.5% | +$10.9K | 0.28% | 146 |
|
|
2023
Q4 | $2.05M | Sell |
9,976
-1,369
| -12% | -$253K | 0.29% | 142 |
|
|
2023
Q3 | $2.03M | Buy |
11,345
+1,084
| +11% | +$192K | 0.33% | 118 |
|
|
2023
Q2 | $1.7M | Sell |
10,261
-280
| -3% | -$42.4K | 0.28% | 126 |
|
|
2023
Q1 | $1.54M | Sell |
10,541
-193
| -2% | -$27.6K | 0.25% | 142 |
|
|
2022
Q4 | $1.44M | Buy |
10,734
+700
| +7% | +$99.4K | 0.24% | 137 |
|
|
2022
Q3 | $1.45M | Sell |
10,034
-163
| -2% | -$26.5K | 0.3% | 126 |
|
|
2022
Q2 | $1.45M | Buy |
10,197
+384
| +4% | +$55.7K | 0.28% | 138 |
|
|
2022
Q1 | $1.53M | Buy |
9,813
+714
| +8% | +$110K | 0.27% | 144 |
|
|
2021
Q4 | $1.66M | Sell |
9,099
-591
| -6% | -$104K | 0.29% | 133 |
|
|
2021
Q3 | $1.61M | Buy |
9,690
+451
| +5% | +$76.8K | 0.3% | 131 |
|
|
2021
Q2 | $1.49M | Buy |
9,239
+833
| +10% | +$133K | 0.28% | 156 |
|
|
2021
Q1 | $1.29M | Sell |
8,406
-150
| -2% | -$22.1K | 0.24% | 189 |
|
|
2020
Q4 | $1.31M | Buy |
8,556
+573
| +7% | +$83.1K | 0.27% | 161 |
|
|
2020
Q3 | $1.05M | Buy |
7,983
+1,728
| +28% | +$231K | 0.25% | 162 |
|
|
2020
Q2 | $789K | Buy |
6,255
+29
| +0.5% | +$3.36K | 0.19% | 173 |
|
|
2020
Q1 | $590K | Buy |
+6,226
| New | +$710K | 0.13% | 201 |
|
Other funds holding BR
VCM
VPM
