FORA Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
+4,832
| New | +$1.17M | 0.13% | 195 |
|
|
2024
Q4 | – | Sell |
-4,635
| Closed | -$997K | – | 406 |
|
|
2024
Q3 | $997K | Buy |
4,635
+66
| +1% | +$14.2K | 0.12% | 213 |
|
|
2024
Q2 | $900K | Buy |
+4,569
| New | +$900K | 0.11% | 227 |
|
|
2023
Q1 | – | Sell |
-7,665
| Closed | -$1.03M | – | 532 |
|
|
2022
Q4 | $1.03M | Sell |
7,665
-3,294
| -30% | -$442K | 0.17% | 162 |
|
|
2022
Q3 | $1.58M | Buy |
10,959
+9,477
| +639% | +$1.37M | 0.3% | 96 |
|
|
2022
Q2 | $211K | Buy |
+1,482
| New | +$211K | 0.04% | 398 |
|
|
2022
Q1 | – | Sell |
-1,962
| Closed | -$359K | – | 521 |
|
|
2021
Q4 | $359K | Buy |
+1,962
| New | +$359K | 0.14% | 197 |
|
|
2021
Q3 | – | Sell |
-3,136
| Closed | -$507K | – | 425 |
|
|
2021
Q2 | $507K | Buy |
3,136
+832
| +36% | +$135K | 0.09% | 252 |
|
|
2021
Q1 | $353K | Buy |
2,304
+110
| +5% | +$16.9K | 0.12% | 204 |
|
|
2020
Q4 | $336K | Buy |
2,194
+92
| +4% | +$14.1K | 0.05% | 381 |
|
|
2020
Q3 | $277K | Sell |
2,102
-2,428
| -54% | -$320K | 0.18% | 126 |
|
|
2020
Q2 | $572K | Buy |
+4,530
| New | +$572K | 0.2% | 136 |
|
|
2020
Q1 | – | Sell |
-972
| Closed | -$120K | – | 1054 |
|
|
2019
Q4 | $120K | Buy |
+972
| New | +$120K | 0.01% | 726 |
|