Leavell Investment Management’s Broadridge BR Stock Holding History

Leavell Investment Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.12M	Buy
2025 Q2	$2.11M	Sell
2025 Q1	$2.16M	Sell
2024 Q4	$2.1M	Sell
2024 Q3	$2.06M	Hold
2024 Q2	$1.88M	Sell
2024 Q1	$2.04M	Hold
2023 Q4	$2.04M	Sell
2023 Q3	$1.83M	Sell
2023 Q2	$1.7M	Hold
2023 Q1	$1.51M	Sell
2022 Q4	$1.51M	Hold
2022 Q3	$1.63M	Hold
2022 Q2	$1.61M	Hold
2022 Q1	$1.75M	Hold
2021 Q4	$2.06M	Hold
2021 Q3	$1.88M	Sell
2021 Q2	$1.76M	Hold
2021 Q1	$1.76M	Sell
2020 Q4	$1.87M	Hold
2020 Q3	$1.61M	Sell
2020 Q2	$1.57M	Sell
2020 Q1	$1.22M	Sell
2019 Q4	$1.61M	Sell
2019 Q3	$1.62M	Sell
2019 Q2	$1.67M	Hold
2019 Q1	$1.35M	Hold
2018 Q4	$1.26M	Hold
2018 Q3	$1.72M	Sell
2018 Q2	$1.51M	Buy
2018 Q1	$1.43M	Hold
2017 Q4	$1.18M	Hold
2017 Q3	$1.05M	Hold
2017 Q2	$981K	Hold
2017 Q1	$882K	Buy
2016 Q4	$827K	Sell
2016 Q3	$863K	Sell
2016 Q2	$830K	Buy
2016 Q1	$554K	Buy
2015 Q4	$444K	Hold
2015 Q3	$458K	Hold
2015 Q2	$414K	Sell
2015 Q1	$517K	Hold
2014 Q4	$434K	Hold
2014 Q3	$391K	Sell
2014 Q2	$599K	Sell
2014 Q1	$535K	Hold
2013 Q4	$569K	Hold
2013 Q3	$457K	Hold
2013 Q2	$383K	Buy