Exchange Bank’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Hold |
2,250
| – | – | 0.43% | 70 |
|
|
2025
Q1 | $546K | Hold |
2,250
| – | – | 0.44% | 67 |
|
|
2024
Q4 | $509K | Hold |
2,250
| – | – | 0.41% | 68 |
|
|
2024
Q3 | $484K | Hold |
2,250
| – | – | 0.4% | 70 |
|
|
2024
Q2 | $443K | Hold |
2,250
| – | – | 0.38% | 70 |
|
|
2024
Q1 | $461K | Sell |
2,250
-16
| -0.7% | -$3.28K | 0.38% | 72 |
|
|
2023
Q4 | $466K | Buy |
2,266
+16
| +0.7% | +$3.29K | 0.4% | 69 |
|
|
2023
Q3 | $403K | Hold |
2,250
| – | – | 0.39% | 67 |
|
|
2023
Q2 | $373K | Buy |
+2,250
| New | +$373K | 0.36% | 71 |
|