Jacobsen 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
Q3 | $238K | Sell |
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|
2025
Q2 | $247K | Sell |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $220K | Sell |
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|
2024
Q2 | $231K | Buy |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $824K | Sell |
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|
2022
Q3 | $983K | Sell |
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|
2022
Q2 | $1.55M | Sell |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.28M | Hold |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.08M | Buy |
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|
2019
Q4 | $758K | Buy |
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|
2019
Q3 | $750K | Sell |
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|
2019
Q2 | $775K | Buy |
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