Linden Thomas Advisory Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,220
| Closed | -$2.72M | – | 484 |
|
|
2025
Q1 | $2.72M | Buy |
11,220
+817
| +8% | +$198K | 0.35% | 74 |
|
|
2024
Q4 | $2.35M | Buy |
10,403
+1,455
| +16% | +$329K | 0.3% | 98 |
|
|
2024
Q3 | $1.92M | Buy |
8,948
+1,298
| +17% | +$279K | 0.26% | 129 |
|
|
2024
Q2 | $1.51M | Buy |
7,650
+961
| +14% | +$189K | 0.23% | 172 |
|
|
2024
Q1 | $1.37M | Buy |
+6,689
| New | +$1.37M | 0.22% | 192 |
|
|
2023
Q3 | – | Sell |
-8,831
| Closed | -$1.46M | – | 392 |
|
|
2023
Q2 | $1.46M | Buy |
8,831
+230
| +3% | +$38.1K | 0.32% | 108 |
|
|
2023
Q1 | $1.26M | Buy |
8,601
+1,199
| +16% | +$176K | 0.31% | 136 |
|
|
2022
Q4 | $993K | Buy |
+7,402
| New | +$993K | 0.28% | 156 |
|