Loring Wolcott & Coolidge Fiduciary Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.8M | Sell |
258,455
-3,111
| -1% | -$756K | 0.56% | 41 |
|
|
2025
Q1 | $61.8M | Sell |
261,566
-5,504
| -2% | -$1.3M | 0.6% | 40 |
|
|
2024
Q4 | $64M | Sell |
267,070
-2,130
| -0.8% | -$510K | 0.55% | 41 |
|
|
2024
Q3 | $58.4M | Sell |
269,200
-5,098
| -2% | -$1.11M | 0.52% | 43 |
|
|
2024
Q2 | $57.5M | Sell |
274,298
-804
| -0.3% | -$169K | 0.53% | 41 |
|
|
2024
Q1 | $53.4M | Sell |
275,102
-9,491
| -3% | -$1.84M | 0.53% | 43 |
|
|
2023
Q4 | $58.1M | Sell |
284,593
-12,269
| -4% | -$2.51M | 0.58% | 40 |
|
|
2023
Q3 | $53.1M | Buy |
296,862
+4,165
| +1% | +$745K | 0.59% | 38 |
|
|
2023
Q2 | $48.5M | Buy |
292,697
+9,776
| +3% | +$1.62M | 0.52% | 44 |
|
|
2023
Q1 | $41.5M | Buy |
282,921
+24,653
| +10% | +$3.61M | 0.48% | 47 |
|
|
2022
Q4 | $34.6M | Sell |
258,268
-5,386
| -2% | -$722K | 0.43% | 48 |
|
|
2022
Q3 | $38.1M | Buy |
263,654
+26,091
| +11% | +$3.77M | 0.49% | 47 |
|
|
2022
Q2 | $33.9M | Sell |
237,563
-4,306
| -2% | -$614K | 0.42% | 50 |
|
|
2022
Q1 | $37.7M | Sell |
241,869
-11,671
| -5% | -$1.82M | 0.39% | 50 |
|
|
2021
Q4 | $46.4M | Sell |
253,540
-6,841
| -3% | -$1.25M | 0.42% | 47 |
|
|
2021
Q3 | $43.4M | Buy |
260,381
+21,240
| +9% | +$3.54M | 0.43% | 46 |
|
|
2021
Q2 | $38.6M | Sell |
239,141
-4,750
| -2% | -$767K | 0.39% | 47 |
|
|
2021
Q1 | $37.3M | Buy |
243,891
+30,231
| +14% | +$4.63M | 0.41% | 47 |
|
|
2020
Q4 | $32.7M | Sell |
213,660
-30,878
| -13% | -$4.73M | 0.37% | 51 |
|
|
2020
Q3 | $32.3M | Buy |
244,538
+13,295
| +6% | +$1.75M | 0.41% | 47 |
|
|
2020
Q2 | $29.2M | Buy |
231,243
+171
| +0.1% | +$21.6K | 0.4% | 48 |
|
|
2020
Q1 | $21.9M | Sell |
231,072
-3,959
| -2% | -$375K | 0.37% | 50 |
|
|
2019
Q4 | $29M | Buy |
235,031
+24,779
| +12% | +$3.06M | 0.39% | 52 |
|
|
2019
Q3 | $26.2M | Buy |
210,252
+8,542
| +4% | +$1.06M | 0.38% | 53 |
|
|
2019
Q2 | $25.8M | Buy |
201,710
+66,970
| +50% | +$8.55M | 0.37% | 54 |
|
|
2019
Q1 | $14M | Buy |
134,740
+115,109
| +586% | +$11.9M | 0.21% | 61 |
|
|
2018
Q4 | $1.89M | Hold |
19,631
| – | – | 0.03% | 114 |
|
|
2018
Q3 | $2.59M | Buy |
19,631
+70
| +0.4% | +$9.24K | 0.04% | 112 |
|
|
2018
Q2 | $2.25M | Buy |
19,561
+405
| +2% | +$46.6K | 0.04% | 113 |
|
|
2018
Q1 | $2.1M | Sell |
19,156
-46
| -0.2% | -$5.05K | 0.04% | 123 |
|
|
2017
Q4 | $1.74M | Buy |
19,202
+671
| +4% | +$60.8K | 0.03% | 132 |
|
|
2017
Q3 | $1.5M | Sell |
18,531
-46
| -0.2% | -$3.72K | 0.03% | 135 |
|
|
2017
Q2 | $1.41M | Buy |
18,577
+8,334
| +81% | +$632K | 0.03% | 134 |
|
|
2017
Q1 | $696K | Hold |
10,243
| – | – | 0.01% | 175 |
|
|
2016
Q4 | $679K | Buy |
10,243
+150
| +1% | +$9.94K | 0.02% | 177 |
|
|
2016
Q3 | $684K | Buy |
10,093
+998
| +11% | +$67.6K | 0.02% | 173 |
|
|
2016
Q2 | $593K | Buy |
9,095
+8,350
| +1,121% | +$544K | 0.01% | 173 |
|
|
2016
Q1 | $44K | Buy |
745
+275
| +59% | +$16.2K | ﹤0.01% | 406 |
|
|
2015
Q4 | $25K | Buy |
+470
| New | +$25K | ﹤0.01% | 492 |
|