Lindbrook Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $105K | Buy |
434
+8
| +2% | +$1.94K | 0.01% | 658 |
|
|
2024
Q4 | $96.3K | Buy |
426
+9
| +2% | +$2.04K | 0.01% | 570 |
|
|
2024
Q3 | $89.7K | Buy |
417
+19
| +5% | +$4.09K | 0.01% | 593 |
|
|
2024
Q2 | $78.4K | Buy |
398
+33
| +9% | +$6.5K | 0.01% | 620 |
|
|
2024
Q1 | $74.8K | Buy |
365
+3
| +0.8% | +$615 | 0.01% | 635 |
|
|
2023
Q4 | $74.5K | Buy |
362
+74
| +26% | +$15.2K | 0.01% | 612 |
|
|
2023
Q3 | $51.6K | Buy |
288
+16
| +6% | +$2.87K | 0.01% | 676 |
|
|
2023
Q2 | $45.1K | Buy |
272
+22
| +9% | +$3.64K | ﹤0.01% | 751 |
|
|
2023
Q1 | $36.6K | Sell |
250
-4
| -2% | -$586 | ﹤0.01% | 818 |
|
|
2022
Q4 | $34.1K | Sell |
254
-142
| -36% | -$19K | ﹤0.01% | 828 |
|
|
2022
Q3 | $57K | Buy |
396
+189
| +91% | +$27.2K | 0.01% | 603 |
|
|
2022
Q2 | $30K | Sell |
207
-12
| -5% | -$1.74K | 0.01% | 821 |
|
|
2022
Q1 | $34K | Buy |
219
+15
| +7% | +$2.33K | 0.01% | 813 |
|
|
2021
Q4 | $37K | Hold |
204
| – | – | 0.01% | 815 |
|
|
2021
Q3 | $34K | Hold |
204
| – | – | 0.01% | 553 |
|
|
2021
Q2 | $33K | Hold |
204
| – | – | 0.01% | 601 |
|
|
2021
Q1 | $31K | Hold |
204
| – | – | 0.01% | 585 |
|
|
2020
Q4 | $31K | Buy |
204
+4
| +2% | +$608 | 0.01% | 545 |
|
|
2020
Q3 | $26K | Sell |
200
-7
| -3% | -$910 | 0.01% | 534 |
|
|
2020
Q2 | $26K | Sell |
207
-200
| -49% | -$25.1K | 0.01% | 528 |
|
|
2020
Q1 | $39K | Sell |
407
-484
| -54% | -$46.4K | 0.01% | 378 |
|
|
2019
Q4 | $110K | Sell |
891
-132
| -13% | -$16.3K | 0.04% | 226 |
|
|
2019
Q3 | $127K | Buy |
1,023
+16
| +2% | +$1.99K | 0.05% | 192 |
|
|
2019
Q2 | $128K | Hold |
1,007
| – | – | 0.05% | 190 |
|
|
2019
Q1 | $104K | Hold |
1,007
| – | – | 0.04% | 214 |
|
|
2018
Q4 | $96K | Buy |
+1,007
| New | +$96K | 0.05% | 202 |
|