F.L. Putnam Investment Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
13,448
+73
| +0.5% | +$17.7K | 0.06% | 197 |
|
|
2025
Q1 | $3.24M | Sell |
13,375
-402
| -3% | -$97.5K | 0.06% | 189 |
|
|
2024
Q4 | $3.11M | Sell |
13,777
-366
| -3% | -$82.7K | 0.06% | 196 |
|
|
2024
Q3 | $3.04M | Sell |
14,143
-4,095
| -22% | -$881K | 0.05% | 201 |
|
|
2024
Q2 | $3.59M | Sell |
18,238
-2,203
| -11% | -$434K | 0.07% | 186 |
|
|
2024
Q1 | $4.19M | Sell |
20,441
-3,216
| -14% | -$659K | 0.09% | 160 |
|
|
2023
Q4 | $4.87M | Sell |
23,657
-5,161
| -18% | -$1.06M | 0.11% | 141 |
|
|
2023
Q3 | $5.16M | Buy |
28,818
+797
| +3% | +$143K | 0.14% | 129 |
|
|
2023
Q2 | $4.64M | Buy |
+28,021
| New | +$4.64M | 0.13% | 140 |
|
|
2020
Q1 | – | Sell |
-2,786
| Closed | -$344K | – | 289 |
|
|
2019
Q4 | $344K | Buy |
+2,786
| New | +$344K | 0.02% | 250 |
|
|
2018
Q2 | – | Sell |
-4,127
| Closed | -$453K | – | 216 |
|
|
2018
Q1 | $453K | Buy |
+4,127
| New | +$453K | 0.04% | 183 |
|