Johnson Financial Group Inc (Wisconsin)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-532
| Closed | -$129K | – | 734 |
|
|
2025
Q1 | $129K | Buy |
+532
| New | +$129K | 0.01% | 429 |
|
|
2024
Q1 | – | Hold |
0
| – | -$37 | – | 803 |
|
|
2023
Q4 | – | Sell |
-46
| Closed | -$8.24K | – | 913 |
|
|
2023
Q3 | $8.24K | Buy |
+46
| New | +$8.24K | ﹤0.01% | 543 |
|
|
2023
Q2 | – | Hold |
0
| – | -$116 | – | 652 |
|
|
2023
Q1 | – | Sell |
-160
| Closed | -$21.6K | – | 607 |
|
|
2022
Q4 | $21.6K | Buy |
160
+113
| +240% | +$15.2K | ﹤0.01% | 431 |
|
|
2022
Q3 | $7K | Buy |
47
+37
| +370% | +$5.51K | ﹤0.01% | 511 |
|
|
2022
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 620 |
|
|
2013
Q3 | – | Sell |
-175
| Closed | -$5K | – | 676 |
|
|
2013
Q2 | $5K | Buy |
+175
| New | +$5K | ﹤0.01% | 614 |
|