HBK Sorce Advisory’s Bridge Investment Group BRDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
21,307
+10
| +0% | +$100 | 0.01% | 532 |
|
|
2025
Q1 | $204K | Hold |
21,297
| – | – | 0.01% | 540 |
|
|
2024
Q4 | $179K | Buy |
21,297
+1
| +0% | +$8 | 0.01% | 543 |
|
|
2024
Q3 | $210K | Sell |
21,296
-69
| -0.3% | -$681 | 0.01% | 532 |
|
|
2024
Q2 | $159K | Buy |
21,365
+69
| +0.3% | +$512 | 0.01% | 534 |
|
|
2024
Q1 | $146K | Buy |
21,296
+4,035
| +23% | +$27.6K | 0.01% | 576 |
|
|
2023
Q4 | $169K | Hold |
17,261
| – | – | 0.01% | 532 |
|
|
2023
Q3 | $159K | Hold |
17,261
| – | – | 0.01% | 525 |
|
|
2023
Q2 | $196K | Buy |
17,261
+4,531
| +36% | +$51.4K | 0.01% | 537 |
|
|
2023
Q1 | $144K | Sell |
12,730
-12,732
| -50% | -$144K | 0.01% | 550 |
|
|
2022
Q4 | $307K | Buy |
+25,462
| New | +$307K | 0.01% | 556 |
|