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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.47M | Buy |
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|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $992K | Buy |
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|
2024
Q4 | $758K | Buy |
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|
2024
Q3 | $534K | Buy |
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|
2024
Q2 | $214K | Buy |
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|
2024
Q1 | $51.5K | Buy |
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|
2023
Q4 | $47.5K | Sell |
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|
2023
Q3 | $44.9K | Buy |
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|
2023
Q2 | $34.8K | Hold |
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|
2023
Q1 | $30.8K | Hold |
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|
2022
Q4 | $28K | Buy |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $44K | Buy |
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