Merit 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 | $2.78M | Buy |
11,434
+1,804
| +19% | +$438K | 0.03% | 422 |
|
|
2025
Q1 | $2.33M | Buy |
9,630
+1,767
| +22% | +$428K | 0.04% | 378 |
|
|
2024
Q4 | $1.78M | Buy |
7,863
+1,959
| +33% | +$443K | 0.03% | 377 |
|
|
2024
Q3 | $1.27M | Sell |
5,904
-834
| -12% | -$179K | 0.03% | 359 |
|
|
2024
Q2 | $1.33M | Buy |
6,738
+742
| +12% | +$146K | 0.03% | 347 |
|
|
2024
Q1 | $1.19M | Buy |
5,996
+1,855
| +45% | +$369K | 0.03% | 354 |
|
|
2023
Q4 | $852K | Buy |
4,141
+1,214
| +41% | +$250K | 0.03% | 352 |
|
|
2023
Q3 | $524K | Buy |
2,927
+868
| +42% | +$155K | 0.02% | 448 |
|
|
2023
Q2 | $341K | Buy |
2,059
+319
| +18% | +$52.8K | 0.01% | 559 |
|
|
2023
Q1 | $255K | Buy |
+1,740
| New | +$255K | 0.01% | 541 |
|