Empirical Finance’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $989K | Buy |
4,069
+31
| +0.8% | +$7.53K | 0.05% | 303 |
|
|
2025
Q1 | $979K | Buy |
4,038
+120
| +3% | +$29.1K | 0.06% | 275 |
|
|
2024
Q4 | $886K | Sell |
3,918
-37
| -0.9% | -$8.37K | 0.05% | 297 |
|
|
2024
Q3 | $850K | Buy |
3,955
+87
| +2% | +$18.7K | 0.05% | 305 |
|
|
2024
Q2 | $762K | Sell |
3,868
-262
| -6% | -$51.6K | 0.05% | 317 |
|
|
2024
Q1 | $846K | Buy |
4,130
+144
| +4% | +$29.5K | 0.05% | 305 |
|
|
2023
Q4 | $820K | Buy |
3,986
+39
| +1% | +$8.02K | 0.06% | 293 |
|
|
2023
Q3 | $707K | Buy |
3,947
+399
| +11% | +$71.4K | 0.05% | 303 |
|
|
2023
Q2 | $588K | Buy |
3,548
+423
| +14% | +$70.1K | 0.05% | 326 |
|
|
2023
Q1 | $458K | Buy |
3,125
+157
| +5% | +$23K | 0.04% | 370 |
|
|
2022
Q4 | $398K | Buy |
2,968
+247
| +9% | +$33.1K | 0.04% | 390 |
|
|
2022
Q3 | $393K | Buy |
2,721
+465
| +21% | +$67.2K | 0.05% | 336 |
|
|
2022
Q2 | $322K | Buy |
2,256
+128
| +6% | +$18.3K | 0.04% | 381 |
|
|
2022
Q1 | $331K | Buy |
2,128
+242
| +13% | +$37.6K | 0.04% | 396 |
|
|
2021
Q4 | $345K | Buy |
1,886
+549
| +41% | +$100K | 0.04% | 382 |
|
|
2021
Q3 | $223K | Buy |
1,337
+96
| +8% | +$16K | 0.03% | 397 |
|
|
2021
Q2 | $200K | Buy |
+1,241
| New | +$200K | 0.03% | 400 |
|