Douglas Lane & Associates’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.2M | Sell |
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|
2025
Q2 | $14.8M | Sell |
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|
2025
Q1 | $15.1M | Sell |
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|
2024
Q4 | $14.9M | Sell |
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|
2024
Q3 | $14.7M | Sell |
|
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|
2024
Q2 | $14.9M | Sell |
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|
2024
Q1 | $20.4M | Sell |
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|
2023
Q4 | $22.4M | Sell |
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|
2023
Q3 | $23.5M | Sell |
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|
2023
Q2 | $25M | Sell |
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|
2023
Q1 | $24.4M | Sell |
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|
2022
Q4 | $25.5M | Sell |
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|
2022
Q3 | $36M | Sell |
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|
2022
Q2 | $39.4M | Sell |
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|
2022
Q1 | $43.1M | Sell |
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|
2021
Q4 | $53.1M | Sell |
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|
2021
Q3 | $53.3M | Buy |
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|
2021
Q2 | $51.6M | Buy |
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|
2021
Q1 | $48M | Buy |
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|
2020
Q4 | $43.9M | Buy |
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|
2020
Q3 | $33.5M | Buy |
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|
2020
Q2 | $22.6M | Buy |
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|
2020
Q1 | $7.36M | Buy |
|