Jacobi Capital Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Buy |
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|
2025
Q1 | $673K | Buy |
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|
2024
Q4 | $600K | Buy |
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|
2024
Q3 | $570K | Sell |
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|
2024
Q2 | $602K | Buy |
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|
2024
Q1 | $620K | Buy |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $406K | Buy |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $313K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $64K | Sell |
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|
2021
Q2 | $79K | Buy |
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|
2021
Q1 | $62K | Buy |
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|
2020
Q4 | $54K | Buy |
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|
2020
Q3 | $43K | Sell |
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|
2020
Q2 | $48K | Buy |
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|
2020
Q1 | $36K | Buy |
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|
2019
Q4 | $20K | Buy |
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