McCollum Christoferson 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 | $9.46M | Sell |
38,919
-11
| -0% | -$2.67K | 2.81% | 13 |
|
|
2025
Q1 | $9.44M | Sell |
38,930
-113
| -0.3% | -$27.4K | 2.88% | 12 |
|
|
2024
Q4 | $8.83M | Sell |
39,043
-125
| -0.3% | -$28.3K | 2.61% | 13 |
|
|
2024
Q3 | $8.42M | Sell |
39,168
-148
| -0.4% | -$31.8K | 2.44% | 19 |
|
|
2024
Q2 | $7.75M | Sell |
39,316
-1,265
| -3% | -$249K | 2.3% | 19 |
|
|
2024
Q1 | $8.31M | Sell |
40,581
-624
| -2% | -$128K | 2.4% | 19 |
|
|
2023
Q4 | $8.48M | Sell |
41,205
-535
| -1% | -$110K | 2.56% | 15 |
|
|
2023
Q3 | $7.47M | Sell |
41,740
-1,085
| -3% | -$194K | 2.3% | 19 |
|
|
2023
Q2 | $7.09M | Buy |
42,825
+410
| +1% | +$67.9K | 2.02% | 24 |
|
|
2023
Q1 | $6.22M | Sell |
42,415
-505
| -1% | -$74K | 1.92% | 25 |
|
|
2022
Q4 | $5.76M | Buy |
42,920
+244
| +0.6% | +$32.7K | 1.82% | 26 |
|
|
2022
Q3 | $6.16M | Sell |
42,676
-519
| -1% | -$74.9K | 2.06% | 24 |
|
|
2022
Q2 | $6.16M | Sell |
43,195
-239
| -0.6% | -$34.1K | 1.88% | 29 |
|
|
2022
Q1 | $6.76M | Buy |
43,434
+275
| +0.6% | +$42.8K | 1.67% | 33 |
|
|
2021
Q4 | $7.89M | Buy |
43,159
+535
| +1% | +$97.8K | 1.78% | 30 |
|
|
2021
Q3 | $7.1M | Buy |
42,624
+601
| +1% | +$100K | 1.69% | 33 |
|
|
2021
Q2 | $6.79M | Buy |
42,023
+247
| +0.6% | +$39.9K | 1.61% | 35 |
|
|
2021
Q1 | $6.4M | Buy |
41,776
+933
| +2% | +$143K | 1.62% | 37 |
|
|
2020
Q4 | $6.26M | Buy |
40,843
+1,355
| +3% | +$208K | 1.6% | 36 |
|
|
2020
Q3 | $5.21M | Buy |
39,488
+453
| +1% | +$59.8K | 1.5% | 35 |
|
|
2020
Q2 | $4.93M | Buy |
39,035
+135
| +0.3% | +$17K | 1.6% | 32 |
|
|
2020
Q1 | $3.69M | Buy |
38,900
+135
| +0.3% | +$12.8K | 1.47% | 36 |
|
|
2019
Q4 | $4.79M | Buy |
+38,765
| New | +$4.79M | 1.61% | 34 |
|