First National 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 | $1.75M | Hold |
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|
2025
Q1 | $1.75M | Sell |
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|
2024
Q4 | $3.17M | Sell |
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|
2024
Q3 | $3.03M | Sell |
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|
2024
Q2 | $2.83M | Buy |
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|
2024
Q1 | $2.94M | Hold |
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|
2023
Q4 | $2.95M | Hold |
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|
2023
Q3 | $2.57M | Hold |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $2.21M | Sell |
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|
2022
Q4 | $2.05M | Sell |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $2.18M | Sell |
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|
2022
Q1 | $2.41M | Sell |
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|
2021
Q4 | $2.86M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $224K | Sell |
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|
2015
Q4 | $227K | Buy |
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|
2015
Q3 | $213K | Buy |
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