Jones Financial Companies’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.47M | Buy |
41,079
+27,829
| +210% | +$5.29M | ﹤0.01% | 981 |
|
|
2025
Q4 | $2.96M | Buy |
13,250
+7,029
| +113% | +$1.6M | ﹤0.01% | 821 |
|
|
2025
Q3 | $1.47M | Buy |
6,221
+1,060
| +21% | +$264K | ﹤0.01% | 979 |
|
|
2025
Q2 | $1.24M | Buy |
5,161
+989
| +24% | +$235K | ﹤0.01% | 928 |
|
|
2025
Q1 | $992K | Buy |
4,172
+819
| +24% | +$193K | ﹤0.01% | 866 |
|
|
2024
Q4 | $758K | Buy |
3,353
+839
| +33% | +$188K | ﹤0.01% | 839 |
|
|
2024
Q3 | $534K | Buy |
2,514
+1,429
| +132% | +$299K | ﹤0.01% | 799 |
|
|
2024
Q2 | $214K | Buy |
1,085
+834
| +332% | +$165K | ﹤0.01% | 814 |
|
|
2024
Q1 | $51.5K | Buy |
251
+20
| +9% | +$4.03K | ﹤0.01% | 723 |
|
|
2023
Q4 | $47.5K | Sell |
231
-20
| -8% | -$3.69K | ﹤0.01% | 482 |
|
|
2023
Q3 | $44.9K | Buy |
251
+41
| +20% | +$7.26K | ﹤0.01% | 375 |
|
|
2023
Q2 | $34.8K | Hold |
210
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $30.8K | Hold |
210
| – | – | ﹤0.01% | 385 |
|
|
2022
Q4 | $28K | Buy |
210
+209
| +20,900% | +$29.7K | ﹤0.01% | 381 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | +$162 | ﹤0.01% | 554 |
|
|
2022
Q2 | – | Sell |
-53
| Closed | -$8K | – | 733 |
|
|
2022
Q1 | $8K | Buy |
53
+45
| +563% | +$6.91K | ﹤0.01% | 530 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1.41K | ﹤0.01% | 729 |
|
|
2021
Q1 | – | Sell |
-32
| Closed | -$5K | – | 786 |
|
|
2020
Q4 | $5K | Buy |
+32
| New | +$4.64K | ﹤0.01% | 495 |
|
|
2013
Q4 | – | Sell |
-1,376
| Closed | -$44K | – | 262 |
|
|
2013
Q3 | $44K | Buy |
+1,376
| New | +$40.9K | ﹤0.01% | 312 |
|
Other funds holding BR
VCM
VPM
