KeyBank National Association’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
1,697
+24
| +1% | +$5.83K | ﹤0.01% | 849 |
|
|
2025
Q1 | $406K | Sell |
1,673
-73
| -4% | -$17.7K | ﹤0.01% | 846 |
|
|
2024
Q4 | $395K | Buy |
1,746
+23
| +1% | +$5.2K | ﹤0.01% | 892 |
|
|
2024
Q3 | $370K | Buy |
1,723
+626
| +57% | +$135K | ﹤0.01% | 908 |
|
|
2024
Q2 | $216K | Buy |
1,097
+59
| +6% | +$11.6K | ﹤0.01% | 1036 |
|
|
2024
Q1 | $213K | Buy |
+1,038
| New | +$213K | ﹤0.01% | 1032 |
|
|
2023
Q3 | – | Sell |
-1,596
| Closed | -$264K | – | 1028 |
|
|
2023
Q2 | $264K | Buy |
1,596
+47
| +3% | +$7.79K | ﹤0.01% | 923 |
|
|
2023
Q1 | $227K | Sell |
1,549
-96
| -6% | -$14.1K | ﹤0.01% | 980 |
|
|
2022
Q4 | $221K | Sell |
1,645
-42
| -2% | -$5.63K | ﹤0.01% | 976 |
|
|
2022
Q3 | $243K | Buy |
1,687
+31
| +2% | +$4.47K | ﹤0.01% | 924 |
|
|
2022
Q2 | $236K | Buy |
1,656
+32
| +2% | +$4.56K | ﹤0.01% | 958 |
|
|
2022
Q1 | $253K | Sell |
1,624
-458
| -22% | -$71.4K | ﹤0.01% | 966 |
|
|
2021
Q4 | $381K | Buy |
2,082
+327
| +19% | +$59.8K | ﹤0.01% | 864 |
|
|
2021
Q3 | $292K | Buy |
1,755
+264
| +18% | +$43.9K | ﹤0.01% | 947 |
|
|
2021
Q2 | $241K | Sell |
1,491
-6
| -0.4% | -$970 | ﹤0.01% | 997 |
|
|
2021
Q1 | $229K | Buy |
1,497
+25
| +2% | +$3.82K | ﹤0.01% | 1000 |
|
|
2020
Q4 | $226K | Buy |
+1,472
| New | +$226K | ﹤0.01% | 973 |
|
|
2020
Q1 | – | Sell |
-1,987
| Closed | -$245K | – | 931 |
|
|
2019
Q4 | $245K | Buy |
1,987
+145
| +8% | +$17.9K | ﹤0.01% | 914 |
|
|
2019
Q3 | $229K | Sell |
1,842
-7
| -0.4% | -$870 | ﹤0.01% | 901 |
|
|
2019
Q2 | $236K | Buy |
+1,849
| New | +$236K | ﹤0.01% | 923 |
|
|
2018
Q4 | – | Sell |
-1,643
| Closed | -$217K | – | 944 |
|
|
2018
Q3 | $217K | Buy |
+1,643
| New | +$217K | ﹤0.01% | 985 |
|
|
2017
Q3 | – | Sell |
-7,113
| Closed | -$537K | – | 1104 |
|
|
2017
Q2 | $537K | Sell |
7,113
-250
| -3% | -$18.9K | ﹤0.01% | 794 |
|
|
2017
Q1 | $500K | Sell |
7,363
-79
| -1% | -$5.37K | ﹤0.01% | 819 |
|
|
2016
Q4 | $493K | Sell |
7,442
-6,515
| -47% | -$432K | ﹤0.01% | 813 |
|
|
2016
Q3 | $947K | Buy |
13,957
+7,103
| +104% | +$482K | 0.01% | 615 |
|
|
2016
Q2 | $447K | Sell |
6,854
-4,390
| -39% | -$286K | ﹤0.01% | 814 |
|
|
2016
Q1 | $667K | Buy |
+11,244
| New | +$667K | ﹤0.01% | 687 |
|
|
2013
Q3 | – | Sell |
-1,580,421
| Closed | -$42M | – | 1251 |
|
|
2013
Q2 | $42M | Buy |
+1,580,421
| New | +$42M | 0.16% | 162 |
|