Ethic Inc’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.21M | Buy |
30,098
+1,730
| +6% | +$414K | 0.13% | 162 |
|
|
2025
Q1 | $6.94M | Buy |
28,368
+4,040
| +17% | +$989K | 0.14% | 163 |
|
|
2024
Q4 | $5.5M | Buy |
24,328
+1,483
| +6% | +$335K | 0.11% | 194 |
|
|
2024
Q3 | $4.68M | Sell |
22,845
-598
| -3% | -$123K | 0.12% | 204 |
|
|
2024
Q2 | $4.62M | Buy |
23,443
+598
| +3% | +$118K | 0.11% | 205 |
|
|
2024
Q1 | $4.68M | Buy |
22,845
+2,449
| +12% | +$502K | 0.12% | 204 |
|
|
2023
Q4 | $4.2M | Buy |
20,396
+2,578
| +14% | +$530K | 0.12% | 199 |
|
|
2023
Q3 | $3.19M | Buy |
17,818
+2,031
| +13% | +$364K | 0.11% | 219 |
|
|
2023
Q2 | $2.61M | Buy |
15,787
+10,276
| +186% | +$1.7M | 0.1% | 247 |
|
|
2023
Q1 | $808K | Buy |
5,511
+1,901
| +53% | +$279K | 0.03% | 501 |
|
|
2022
Q4 | $484K | Sell |
3,610
-3,774
| -51% | -$506K | 0.03% | 586 |
|
|
2022
Q3 | $1.07M | Buy |
7,384
+3,458
| +88% | +$499K | 0.07% | 309 |
|
|
2022
Q2 | $560K | Buy |
3,926
+998
| +34% | +$142K | 0.04% | 448 |
|
|
2022
Q1 | $456K | Buy |
2,928
+967
| +49% | +$151K | 0.03% | 487 |
|
|
2021
Q4 | $359K | Buy |
1,961
+397
| +25% | +$72.7K | 0.03% | 486 |
|
|
2021
Q3 | $261K | Buy |
+1,564
| New | +$261K | 0.03% | 513 |
|