Delta Financial Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $785K | Hold |
3,328
| – | – | 0.18% | 95 |
|
|
2024
Q4 | $752K | Hold |
3,328
| – | – | 0.18% | 94 |
|
|
2024
Q3 | $716K | Hold |
3,328
| – | – | 0.27% | 56 |
|
|
2024
Q2 | $656K | Buy |
3,328
+33
| +1% | +$6.51K | 0.28% | 51 |
|
|
2024
Q1 | $675K | Hold |
3,295
| – | – | 0.2% | 97 |
|
|
2023
Q4 | $678K | Hold |
3,295
| – | – | 0.21% | 87 |
|
|
2023
Q3 | $590K | Buy |
3,295
+65
| +2% | +$11.6K | 0.2% | 87 |
|
|
2023
Q2 | $535K | Hold |
3,230
| – | – | 0.63% | 41 |
|
|
2023
Q1 | $473K | Hold |
3,230
| – | – | 0.19% | 95 |
|
|
2022
Q4 | $438K | Buy |
+3,230
| New | +$438K | 0.19% | 94 |
|