Freedom 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 | $294K | Sell |
1,211
-58
| -5% | -$14.1K | 0.02% | 600 |
|
|
2025
Q1 | $308K | Sell |
1,269
-107
| -8% | -$25.9K | 0.03% | 582 |
|
|
2024
Q4 | $311K | Sell |
1,376
-92
| -6% | -$20.8K | 0.03% | 580 |
|
|
2024
Q3 | $316K | Sell |
1,468
-84
| -5% | -$18.1K | 0.03% | 584 |
|
|
2024
Q2 | $306K | Sell |
1,552
-123
| -7% | -$24.2K | 0.03% | 587 |
|
|
2024
Q1 | $343K | Sell |
1,675
-474
| -22% | -$97.1K | 0.03% | 556 |
|
|
2023
Q4 | $442K | Buy |
2,149
+352
| +20% | +$72.4K | 0.04% | 466 |
|
|
2023
Q3 | $322K | Sell |
1,797
-565
| -24% | -$101K | 0.04% | 478 |
|
|
2023
Q2 | $391K | Sell |
2,362
-286
| -11% | -$47.4K | 0.04% | 467 |
|
|
2023
Q1 | $388K | Sell |
2,648
-385
| -13% | -$56.4K | 0.04% | 480 |
|
|
2022
Q4 | $407K | Sell |
3,033
-2,103
| -41% | -$282K | 0.05% | 489 |
|
|
2022
Q3 | $741K | Sell |
5,136
-133
| -3% | -$19.2K | 0.09% | 304 |
|
|
2022
Q2 | $751K | Sell |
5,269
-1,734
| -25% | -$247K | 0.08% | 318 |
|
|
2022
Q1 | $1.09M | Sell |
7,003
-721
| -9% | -$112K | 0.1% | 273 |
|
|
2021
Q4 | $1.41M | Sell |
7,724
-184
| -2% | -$33.6K | 0.1% | 256 |
|
|
2021
Q3 | $1.32M | Buy |
7,908
+2,418
| +44% | +$403K | 0.1% | 264 |
|
|
2021
Q2 | $887K | Buy |
5,490
+297
| +6% | +$48K | 0.07% | 364 |
|
|
2021
Q1 | $795K | Buy |
5,193
+1,165
| +29% | +$178K | 0.06% | 377 |
|
|
2020
Q4 | $617K | Buy |
4,028
+1,296
| +47% | +$199K | 0.07% | 283 |
|
|
2020
Q3 | $361K | Sell |
2,732
-86
| -3% | -$11.4K | 0.04% | 368 |
|
|
2020
Q2 | $356K | Sell |
2,818
-481
| -15% | -$60.8K | 0.04% | 365 |
|
|
2020
Q1 | $389K | Buy |
3,299
+324
| +11% | +$38.2K | 0.03% | 409 |
|
|
2019
Q4 | $367K | Buy |
2,975
+258
| +9% | +$31.8K | 0.03% | 425 |
|
|
2019
Q3 | $338K | Buy |
2,717
+319
| +13% | +$39.7K | 0.03% | 466 |
|
|
2019
Q2 | $306K | Buy |
+2,398
| New | +$306K | 0.03% | 521 |
|