Mather Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
2,111
-589
| -22% | -$143K | 0.01% | 385 |
|
|
2025
Q1 | $655K | Buy |
2,700
+752
| +39% | +$182K | 0.01% | 328 |
|
|
2024
Q4 | $440K | Sell |
1,948
-344
| -15% | -$77.8K | 0.01% | 389 |
|
|
2024
Q3 | $493K | Sell |
2,292
-516
| -18% | -$111K | 0.01% | 366 |
|
|
2024
Q2 | $575K | Buy |
2,808
+636
| +29% | +$130K | 0.01% | 385 |
|
|
2024
Q1 | $447K | Sell |
2,172
-600
| -22% | -$123K | 0.01% | 360 |
|
|
2023
Q4 | $570K | Buy |
2,772
+258
| +10% | +$53.1K | 0.01% | 322 |
|
|
2023
Q3 | $450K | Buy |
2,514
+9
| +0.4% | +$1.61K | 0.01% | 345 |
|
|
2023
Q2 | $415K | Buy |
2,505
+1,014
| +68% | +$168K | 0.01% | 386 |
|
|
2023
Q1 | $218K | Sell |
1,491
-1,798
| -55% | -$263K | ﹤0.01% | 474 |
|
|
2022
Q4 | $441K | Buy |
+3,289
| New | +$441K | 0.01% | 334 |
|