Lantz Financial’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
9,520
-138
| -1% | -$33.5K | 0.58% | 47 |
|
|
2025
Q1 | $2.34M | Sell |
9,658
-460
| -5% | -$112K | 0.64% | 41 |
|
|
2024
Q4 | $2.29M | Buy |
10,118
+4
| +0% | +$904 | 0.61% | 48 |
|
|
2024
Q3 | $2.17M | Sell |
10,114
-42
| -0.4% | -$9.03K | 0.59% | 48 |
|
|
2024
Q2 | $2M | Sell |
10,156
-9
| -0.1% | -$1.77K | 0.62% | 48 |
|
|
2024
Q1 | $2.08M | Sell |
10,165
-768
| -7% | -$157K | 0.67% | 46 |
|
|
2023
Q4 | $2.25M | Buy |
10,933
+73
| +0.7% | +$15K | 0.81% | 25 |
|
|
2023
Q3 | $1.94M | Sell |
10,860
-326
| -3% | -$58.4K | 0.77% | 32 |
|
|
2023
Q2 | $1.85M | Sell |
11,186
-69
| -0.6% | -$11.4K | 0.73% | 34 |
|
|
2023
Q1 | $1.65M | Hold |
11,255
| – | – | 0.69% | 41 |
|
|
2022
Q4 | $1.51M | Buy |
11,255
+91
| +0.8% | +$12.2K | 0.69% | 41 |
|
|
2022
Q3 | $1.61M | Sell |
11,164
-93
| -0.8% | -$13.4K | 0.84% | 31 |
|
|
2022
Q2 | $1.61M | Buy |
11,257
+12
| +0.1% | +$1.71K | 0.72% | 33 |
|
|
2022
Q1 | $1.75M | Buy |
11,245
+25
| +0.2% | +$3.89K | 0.71% | 35 |
|
|
2021
Q4 | $2.05M | Buy |
11,220
+111
| +1% | +$20.3K | 0.94% | 22 |
|
|
2021
Q3 | $1.85M | Buy |
11,109
+53
| +0.5% | +$8.83K | 0.95% | 22 |
|
|
2021
Q2 | $1.79M | Sell |
11,056
-80
| -0.7% | -$12.9K | 0.92% | 28 |
|
|
2021
Q1 | $1.71M | Buy |
11,136
+25
| +0.2% | +$3.83K | 0.97% | 28 |
|
|
2020
Q4 | $1.7M | Sell |
11,111
-218
| -2% | -$33.4K | 1.06% | 21 |
|
|
2020
Q3 | $1.5M | Sell |
11,329
-51
| -0.4% | -$6.73K | 1.01% | 27 |
|
|
2020
Q2 | $1.44M | Sell |
11,380
-396
| -3% | -$50K | 1.03% | 28 |
|
|
2020
Q1 | $1.12M | Sell |
11,776
-406
| -3% | -$38.5K | 0.88% | 40 |
|
|
2019
Q4 | $1.51M | Buy |
12,182
+116
| +1% | +$14.3K | 0.89% | 36 |
|
|
2019
Q3 | $1.47M | Buy |
12,066
+68
| +0.6% | +$8.27K | 0.99% | 28 |
|
|
2019
Q2 | $1.57M | Buy |
11,998
+195
| +2% | +$25.6K | 1.06% | 22 |
|
|
2019
Q1 | $1.22M | Buy |
+11,803
| New | +$1.22M | 0.89% | 41 |
|