Global Retirement Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
+1,908
| New | +$464K | 0.01% | 745 |
|
|
2024
Q4 | $576K | Buy |
2,548
+331
| +15% | +$74.8K | 0.02% | 589 |
|
|
2024
Q3 | $477K | Sell |
2,217
-513
| -19% | -$110K | 0.01% | 645 |
|
|
2024
Q2 | $538K | Buy |
2,730
+1,030
| +61% | +$203K | 0.02% | 592 |
|
|
2024
Q1 | $348K | Sell |
1,700
-171
| -9% | -$35K | 0.01% | 612 |
|
|
2023
Q4 | $378K | Buy |
1,871
+105
| +6% | +$21.2K | 0.02% | 553 |
|
|
2023
Q3 | $317K | Sell |
1,766
-188
| -10% | -$33.7K | 0.02% | 542 |
|
|
2023
Q2 | $324K | Buy |
1,954
+994
| +104% | +$165K | 0.02% | 551 |
|
|
2023
Q1 | $149K | Buy |
960
+59
| +7% | +$9.15K | 0.01% | 783 |
|
|
2022
Q4 | $121K | Buy |
901
+78
| +9% | +$10.5K | 0.01% | 753 |
|
|
2022
Q3 | $124K | Buy |
823
+411
| +100% | +$61.9K | 0.01% | 705 |
|
|
2022
Q2 | $59K | Buy |
412
+61
| +17% | +$8.74K | ﹤0.01% | 933 |
|
|
2022
Q1 | $49K | Buy |
+351
| New | +$49K | ﹤0.01% | 1000 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$8K | – | 424 |
|
|
2021
Q3 | $8K | Sell |
50
-6
| -11% | -$960 | ﹤0.01% | 1471 |
|
|
2021
Q2 | $9K | Sell |
56
-9
| -14% | -$1.45K | ﹤0.01% | 1388 |
|
|
2021
Q1 | $10K | Sell |
65
-90
| -58% | -$13.8K | ﹤0.01% | 1279 |
|
|
2020
Q4 | $24K | Sell |
155
-30
| -16% | -$4.65K | ﹤0.01% | 966 |
|
|
2020
Q3 | $24K | Hold |
185
| – | – | ﹤0.01% | 861 |
|
|
2020
Q2 | $23K | Hold |
185
| – | – | ﹤0.01% | 853 |
|
|
2020
Q1 | $18K | Hold |
185
| – | – | ﹤0.01% | 824 |
|
|
2019
Q4 | $23K | Buy |
185
+55
| +42% | +$6.84K | ﹤0.01% | 885 |
|
|
2019
Q3 | $16K | Sell |
130
-10
| -7% | -$1.23K | ﹤0.01% | 979 |
|
|
2019
Q2 | $18K | Sell |
140
-2
| -1% | -$257 | ﹤0.01% | 936 |
|
|
2019
Q1 | $15K | Buy |
142
+52
| +58% | +$5.49K | ﹤0.01% | 915 |
|
|
2018
Q4 | $9K | Sell |
90
-15
| -14% | -$1.5K | ﹤0.01% | 993 |
|
|
2018
Q3 | $14K | Hold |
105
| – | – | ﹤0.01% | 935 |
|
|
2018
Q2 | $12K | Sell |
105
-75
| -42% | -$8.57K | ﹤0.01% | 942 |
|
|
2018
Q1 | $20K | Hold |
180
| – | – | 0.01% | 756 |
|
|
2017
Q4 | $16K | Hold |
180
| – | – | ﹤0.01% | 773 |
|
|
2017
Q3 | $15K | Buy |
+180
| New | +$15K | 0.01% | 716 |
|