Menard Financial 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 | $1.12M | Sell |
4,607
-118
| -2% | -$28.7K | 0.67% | 33 |
|
|
2025
Q1 | $1.1M | Buy |
4,725
+639
| +16% | +$149K | 0.72% | 31 |
|
|
2024
Q4 | $924K | Buy |
4,086
+172
| +4% | +$38.9K | 0.55% | 39 |
|
|
2024
Q3 | $842K | Buy |
3,914
+61
| +2% | +$13.1K | 0.55% | 40 |
|
|
2024
Q2 | $759K | Buy |
3,853
+79
| +2% | +$15.6K | 0.54% | 38 |
|
|
2024
Q1 | $773K | Buy |
3,774
+463
| +14% | +$94.8K | 0.65% | 34 |
|
|
2023
Q4 | $681K | Buy |
3,311
+47
| +1% | +$9.67K | 0.85% | 30 |
|
|
2023
Q3 | $584K | Buy |
3,264
+1,542
| +90% | +$276K | 0.84% | 29 |
|
|
2023
Q2 | $285K | Buy |
+1,722
| New | +$285K | 0.59% | 39 |
|
|
2023
Q1 | – | Sell |
-1,624
| Closed | -$218K | – | 66 |
|
|
2022
Q4 | $218K | Buy |
+1,624
| New | +$218K | 0.52% | 61 |
|
|
2022
Q3 | – | Sell |
-1,619
| Closed | -$231K | – | 90 |
|
|
2022
Q2 | $231K | Sell |
1,619
-222
| -12% | -$31.7K | 0.38% | 75 |
|
|
2022
Q1 | $287K | Sell |
1,841
-239
| -11% | -$37.3K | 0.28% | 104 |
|
|
2021
Q4 | $380K | Buy |
2,080
+351
| +20% | +$64.1K | 0.31% | 93 |
|
|
2021
Q3 | $288K | Buy |
1,729
+4
| +0.2% | +$666 | 0.25% | 112 |
|
|
2021
Q2 | $279K | Sell |
1,725
-1,628
| -49% | -$263K | 0.26% | 110 |
|
|
2021
Q1 | $513K | Buy |
3,353
+644
| +24% | +$98.5K | 0.55% | 49 |
|
|
2020
Q4 | $415K | Buy |
2,709
+921
| +52% | +$141K | 0.45% | 63 |
|
|
2020
Q3 | $236K | Buy |
1,788
+122
| +7% | +$16.1K | 0.27% | 121 |
|
|
2020
Q2 | $210K | Buy |
+1,666
| New | +$210K | 0.26% | 102 |
|