FineMark National Bank & Trust’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Sell |
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|
2025
Q1 | $13.9M | Buy |
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|
2024
Q4 | $12.7M | Buy |
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|
2024
Q3 | $11.8M | Sell |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $11M | Buy |
|
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|
2023
Q3 | $9.52M | Sell |
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|
2023
Q2 | $8.85M | Buy |
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|
2023
Q1 | $7.72M | Buy |
|
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|
2022
Q4 | $7.06M | Sell |
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|
2022
Q3 | $8.07M | Sell |
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|
2022
Q2 | $8.03M | Sell |
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|
2022
Q1 | $8.79M | Buy |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $8.92M | Buy |
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|
2021
Q2 | $432K | Buy |
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|
2021
Q1 | $404K | Buy |
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|
2020
Q4 | $402K | Buy |
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|
2020
Q3 | $343K | Buy |
|
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|
2020
Q2 | $322K | Buy |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $315K | Buy |
|
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $294K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $200K | Sell |
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|
2018
Q2 | $353K | Sell |
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|
2018
Q1 | $393K | Buy |
|
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|
2017
Q4 | $229K | Buy |
|
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $169K | Sell |
|
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|
2016
Q3 | $174K | Buy |
|
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|
2016
Q2 | $97K | Sell |
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|
2016
Q1 | $139K | Buy |
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|
2015
Q4 | $122K | Buy |
|
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|
2015
Q3 | $120K | Buy |
|
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|
2015
Q2 | $91K | Sell |
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|
2015
Q1 | $111K | Buy |
|
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|
2014
Q4 | $83K | Sell |
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|
2014
Q3 | $80K | Buy |
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|
2014
Q2 | $58K | Buy |
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|
2014
Q1 | $45K | Buy |
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|
2013
Q4 | $39K | Sell |
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|
2013
Q3 | $36K | Buy |
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|
2013
Q2 | $18K | Buy |
|