Janney Montgomery Scott’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
9,683
-2,973
| -23% | -$722K | 0.01% | 1137 |
|
|
2025
Q1 | $3.07M | Buy |
+12,656
| New | +$3.07M | 0.01% | 976 |
|
|
2024
Q4 | – | Sell |
-12,672
| Closed | -$2.73M | – | 2709 |
|
|
2024
Q3 | $2.73M | Sell |
12,672
-1,533
| -11% | -$330K | 0.01% | 987 |
|
|
2024
Q2 | $2.8M | Buy |
14,205
+161
| +1% | +$31.7K | 0.01% | 949 |
|
|
2024
Q1 | $2.88M | Sell |
14,044
-2,667
| -16% | -$546K | 0.01% | 996 |
|
|
2023
Q4 | $3.44M | Sell |
16,711
-2,043
| -11% | -$420K | 0.01% | 879 |
|
|
2023
Q3 | $3.36M | Sell |
18,754
-1,085
| -5% | -$194K | 0.01% | 819 |
|
|
2023
Q2 | $3.29M | Buy |
19,839
+349
| +2% | +$57.8K | 0.01% | 850 |
|
|
2023
Q1 | $2.86M | Buy |
19,490
+688
| +4% | +$101K | 0.01% | 833 |
|
|
2022
Q4 | $2.52M | Sell |
18,802
-2,951
| -14% | -$396K | 0.01% | 921 |
|
|
2022
Q3 | $3.14M | Buy |
21,753
+318
| +1% | +$45.9K | 0.01% | 782 |
|
|
2022
Q2 | $3.05M | Sell |
21,435
-241
| -1% | -$34.3K | 0.01% | 748 |
|
|
2022
Q1 | $3.38M | Buy |
21,676
+52
| +0.2% | +$8.1K | 0.01% | 712 |
|
|
2021
Q4 | $3.95M | Buy |
21,624
+825
| +4% | +$151K | 0.02% | 697 |
|
|
2021
Q3 | $3.47M | Sell |
20,799
-446
| -2% | -$74.3K | 0.01% | 722 |
|
|
2021
Q2 | $3.43M | Buy |
21,245
+699
| +3% | +$113K | 0.02% | 713 |
|
|
2021
Q1 | $3.15M | Sell |
20,546
-272
| -1% | -$41.6K | 0.02% | 708 |
|
|
2020
Q4 | $3.19M | Buy |
20,818
+303
| +1% | +$46.4K | 0.02% | 689 |
|
|
2020
Q3 | $2.71M | Sell |
20,515
-790
| -4% | -$104K | 0.02% | 684 |
|
|
2020
Q2 | $2.69M | Sell |
21,305
-1,047
| -5% | -$132K | 0.02% | 656 |
|
|
2020
Q1 | $2.12M | Sell |
22,352
-4,434
| -17% | -$421K | 0.02% | 678 |
|
|
2019
Q4 | $3.31M | Sell |
26,786
-496
| -2% | -$61.3K | 0.02% | 609 |
|
|
2019
Q3 | $3.4M | Sell |
27,282
-233
| -0.8% | -$29K | 0.02% | 564 |
|
|
2019
Q2 | $3.51M | Buy |
27,515
+3,936
| +17% | +$503K | 0.03% | 524 |
|
|
2019
Q1 | $2.45M | Buy |
23,579
+6,081
| +35% | +$631K | 0.02% | 627 |
|
|
2018
Q4 | $1.68M | Sell |
17,498
-2,555
| -13% | -$246K | 0.02% | 696 |
|
|
2018
Q3 | $2.65M | Sell |
20,053
-1,017
| -5% | -$134K | 0.02% | 607 |
|
|
2018
Q2 | $2.43M | Sell |
21,070
-8,088
| -28% | -$931K | 0.02% | 602 |
|
|
2018
Q1 | $3.2M | Sell |
29,158
-2,123
| -7% | -$233K | 0.03% | 493 |
|
|
2017
Q4 | $2.83M | Sell |
31,281
-19
| -0.1% | -$1.72K | 0.03% | 519 |
|
|
2017
Q3 | $2.53M | Buy |
31,300
+480
| +2% | +$38.8K | 0.03% | 524 |
|
|
2017
Q2 | $2.33M | Sell |
30,820
-1,068
| -3% | -$80.7K | 0.03% | 513 |
|
|
2017
Q1 | $2.17M | Buy |
31,888
+3
| +0% | +$204 | 0.03% | 534 |
|
|
2016
Q4 | $2.11M | Buy |
+31,885
| New | +$2.11M | 0.03% | 481 |
|
|
2016
Q2 | – | Sell |
-10,371
| Closed | -$615K | – | 727 |
|
|
2016
Q1 | $615K | Sell |
10,371
-102
| -1% | -$6.05K | 0.02% | 690 |
|
|
2015
Q4 | $563K | Sell |
10,473
-197
| -2% | -$10.6K | 0.01% | 769 |
|
|
2015
Q3 | $591K | Buy |
10,670
+6,464
| +154% | +$358K | 0.02% | 752 |
|
|
2015
Q2 | $210K | Buy |
+4,206
| New | +$210K | ﹤0.01% | 1753 |
|