IEQ 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 | $2.56M | Buy |
10,531
+376
| +4% | +$91.4K | 0.02% | 586 |
|
|
2025
Q1 | $2.46M | Sell |
10,155
-1,836
| -15% | -$445K | 0.02% | 530 |
|
|
2024
Q4 | $2.71M | Buy |
11,991
+3,910
| +48% | +$884K | 0.03% | 426 |
|
|
2024
Q3 | $1.74M | Buy |
8,081
+4,820
| +148% | +$1.04M | 0.02% | 405 |
|
|
2024
Q2 | $642K | Buy |
3,261
+86
| +3% | +$16.9K | 0.01% | 585 |
|
|
2024
Q1 | $650K | Buy |
3,175
+205
| +7% | +$42K | 0.01% | 551 |
|
|
2023
Q4 | $611K | Sell |
2,970
-142
| -5% | -$29.2K | 0.01% | 528 |
|
|
2023
Q3 | $557K | Buy |
3,112
+421
| +16% | +$75.4K | 0.01% | 534 |
|
|
2023
Q2 | $446K | Sell |
2,691
-79
| -3% | -$13.1K | 0.01% | 572 |
|
|
2023
Q1 | $406K | Sell |
2,770
-76
| -3% | -$11.1K | 0.01% | 634 |
|
|
2022
Q4 | $382K | Sell |
2,846
-792
| -22% | -$106K | 0.01% | 571 |
|
|
2022
Q3 | $525K | Buy |
3,638
+1,168
| +47% | +$169K | 0.01% | 515 |
|
|
2022
Q2 | $352K | Buy |
2,470
+472
| +24% | +$67.3K | 0.01% | 555 |
|
|
2022
Q1 | $311K | Sell |
1,998
-561
| -22% | -$87.3K | 0.01% | 626 |
|
|
2021
Q4 | $468K | Buy |
2,559
+585
| +30% | +$107K | 0.01% | 473 |
|
|
2021
Q3 | $329K | Buy |
1,974
+582
| +42% | +$97K | 0.01% | 534 |
|
|
2021
Q2 | $225K | Buy |
+1,392
| New | +$225K | 0.01% | 551 |
|