Long Road Investment Counsel’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.19M Sell
17,225
-125
-0.7% -$30.4K 1.56% 18
2025
Q1
$4.21M Buy
17,350
+250
+1% +$60.6K 1.63% 22
2024
Q4
$3.87M Sell
17,100
-200
-1% -$45.2K 1.58% 22
2024
Q3
$3.72M Hold
17,300
1.48% 24
2024
Q2
$3.41M Buy
17,300
+100
+0.6% +$19.7K 1.48% 25
2024
Q1
$3.52M Buy
17,200
+250
+1% +$51.2K 1.48% 24
2023
Q4
$3.46M Sell
16,950
-500
-3% -$102K 1.44% 25
2023
Q3
$3.12M Hold
17,450
1.52% 25
2023
Q2
$2.89M Hold
17,450
1.35% 24
2023
Q1
$2.56M Hold
17,450
1.23% 25
2022
Q4
$2.34M Sell
17,450
-500
-3% -$67.1K 1.16% 27
2022
Q3
$2.59M Hold
17,950
1.42% 26
2022
Q2
$2.56M Buy
17,950
+300
+2% +$42.8K 1.31% 29
2022
Q1
$2.75M Sell
17,650
-300
-2% -$46.7K 1.24% 27
2021
Q4
$3.28M Hold
17,950
1.3% 26
2021
Q3
$2.99M Hold
17,950
1.32% 25
2021
Q2
$2.9M Hold
17,950
1.27% 26
2021
Q1
$2.75M Buy
17,950
+200
+1% +$30.6K 1.24% 27
2020
Q4
$2.72M Buy
17,750
+100
+0.6% +$15.3K 1.32% 26
2020
Q3
$2.33M Sell
17,650
-100
-0.6% -$13.2K 1.31% 27
2020
Q2
$2.24M Sell
17,750
-200
-1% -$25.2K 1.32% 27
2020
Q1
$1.7M Buy
17,950
+300
+2% +$28.4K 1.22% 29
2019
Q4
$2.18M Sell
17,650
-300
-2% -$37.1K 1.29% 28
2019
Q3
$2.23M Sell
17,950
-250
-1% -$31.1K 1.3% 27
2019
Q2
$2.32M Hold
18,200
1.37% 27
2019
Q1
$1.89M Buy
18,200
+1,000
+6% +$104K 1.16% 30
2018
Q4
$1.66M Buy
17,200
+200
+1% +$19.2K 1.27% 28
2018
Q3
$2.24M Buy
17,000
+325
+2% +$42.9K 1.49% 24
2018
Q2
$1.92M Sell
16,675
-1,000
-6% -$115K 1.36% 29
2018
Q1
$1.94M Sell
17,675
-400
-2% -$43.9K 1.35% 28
2017
Q4
$1.64M Hold
18,075
1.13% 34
2017
Q3
$1.46M Buy
18,075
+1,000
+6% +$80.8K 1.04% 34
2017
Q2
$1.29M Buy
+17,075
New +$1.29M 0.95% 36