Mutual of America Capital Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Sell |
13,473
-137
| -1% | -$33.3K | 0.04% | 620 |
|
|
2025
Q1 | $3.3M | Sell |
13,610
-395
| -3% | -$95.8K | 0.04% | 613 |
|
|
2024
Q4 | $3.17M | Sell |
14,005
-370
| -3% | -$83.7K | 0.03% | 674 |
|
|
2024
Q3 | $3.09M | Sell |
14,375
-533
| -4% | -$115K | 0.03% | 712 |
|
|
2024
Q2 | $2.94M | Sell |
14,908
-539
| -3% | -$106K | 0.03% | 732 |
|
|
2024
Q1 | $3.16M | Sell |
15,447
-300
| -2% | -$61.5K | 0.03% | 705 |
|
|
2023
Q4 | $3.24M | Sell |
15,747
-786
| -5% | -$162K | 0.04% | 677 |
|
|
2023
Q3 | $2.96M | Sell |
16,533
-441
| -3% | -$79K | 0.04% | 679 |
|
|
2023
Q2 | $2.81M | Buy |
16,974
+133
| +0.8% | +$22K | 0.03% | 768 |
|
|
2023
Q1 | $2.47M | Buy |
16,841
+34
| +0.2% | +$4.98K | 0.03% | 824 |
|
|
2022
Q4 | $2.25M | Buy |
16,807
+576
| +4% | +$77.3K | 0.03% | 855 |
|
|
2022
Q3 | $2.34M | Buy |
16,231
+245
| +2% | +$35.4K | 0.03% | 771 |
|
|
2022
Q2 | $2.28M | Buy |
15,986
+399
| +3% | +$56.9K | 0.03% | 820 |
|
|
2022
Q1 | $2.43M | Buy |
15,587
+194
| +1% | +$30.2K | 0.03% | 878 |
|
|
2021
Q4 | $2.81M | Buy |
15,393
+153
| +1% | +$28K | 0.03% | 853 |
|
|
2021
Q3 | $2.54M | Buy |
15,240
+90
| +0.6% | +$15K | 0.03% | 872 |
|
|
2021
Q2 | $2.45M | Buy |
15,150
+155
| +1% | +$25K | 0.02% | 899 |
|
|
2021
Q1 | $2.3M | Buy |
14,995
+495
| +3% | +$75.8K | 0.02% | 906 |
|
|
2020
Q4 | $2.22M | Sell |
14,500
-534
| -4% | -$81.8K | 0.03% | 868 |
|
|
2020
Q3 | $1.98M | Sell |
15,034
-721
| -5% | -$95.1K | 0.03% | 827 |
|
|
2020
Q2 | $1.99M | Buy |
15,755
+129
| +0.8% | +$16.3K | 0.03% | 831 |
|
|
2020
Q1 | $1.48M | Buy |
15,626
+103
| +0.7% | +$9.77K | 0.02% | 844 |
|
|
2019
Q4 | $1.92M | Buy |
15,523
+217
| +1% | +$26.8K | 0.02% | 927 |
|
|
2019
Q3 | $1.91M | Sell |
15,306
-230
| -1% | -$28.6K | 0.03% | 882 |
|
|
2019
Q2 | $1.98M | Buy |
15,536
+99
| +0.6% | +$12.6K | 0.03% | 878 |
|
|
2019
Q1 | $1.6M | Sell |
15,437
-38
| -0.2% | -$3.94K | 0.02% | 968 |
|
|
2018
Q4 | $1.49M | Buy |
15,475
+435
| +3% | +$41.9K | 0.02% | 933 |
|
|
2018
Q3 | $1.99M | Buy |
15,040
+1,239
| +9% | +$164K | 0.03% | 906 |
|
|
2018
Q2 | $1.59M | Sell |
13,801
-81,848
| -86% | -$9.42M | 0.02% | 987 |
|
|
2018
Q1 | $10.5M | Buy |
95,649
+402
| +0.4% | +$44.1K | 0.16% | 103 |
|
|
2017
Q4 | $8.63M | Sell |
95,247
-102
| -0.1% | -$9.24K | 0.13% | 151 |
|
|
2017
Q3 | $7.71M | Sell |
95,349
-801
| -0.8% | -$64.7K | 0.13% | 167 |
|
|
2017
Q2 | $7.27M | Buy |
96,150
+2,188
| +2% | +$165K | 0.13% | 165 |
|
|
2017
Q1 | $6.39M | Buy |
93,962
+1,416
| +2% | +$96.2K | 0.11% | 212 |
|
|
2016
Q4 | $6.14M | Buy |
92,546
+3,399
| +4% | +$225K | 0.12% | 207 |
|
|
2016
Q3 | $6.04M | Buy |
89,147
+2,009
| +2% | +$136K | 0.12% | 185 |
|
|
2016
Q2 | $5.68M | Buy |
87,138
+4,166
| +5% | +$272K | 0.12% | 196 |
|
|
2016
Q1 | $4.92M | Buy |
82,972
+2,538
| +3% | +$151K | 0.11% | 225 |
|
|
2015
Q4 | $4.32M | Buy |
80,434
+1,533
| +2% | +$82.4K | 0.1% | 270 |
|
|
2015
Q3 | $4.37M | Buy |
78,901
+1,690
| +2% | +$93.5K | 0.1% | 241 |
|
|
2015
Q2 | $3.86M | Sell |
77,211
-1,970
| -2% | -$98.5K | 0.08% | 337 |
|
|
2015
Q1 | $4.36M | Buy |
79,181
+3,492
| +5% | +$192K | 0.09% | 283 |
|
|
2014
Q4 | $3.5M | Buy |
75,689
+1,217
| +2% | +$56.2K | 0.08% | 391 |
|
|
2014
Q3 | $3.1M | Sell |
74,472
-149
| -0.2% | -$6.2K | 0.07% | 412 |
|
|
2014
Q2 | $3.11M | Buy |
74,621
+386
| +0.5% | +$16.1K | 0.07% | 429 |
|
|
2014
Q1 | $2.76M | Buy |
74,235
+1,545
| +2% | +$57.4K | 0.07% | 503 |
|
|
2013
Q4 | $2.87M | Buy |
72,690
+814
| +1% | +$32.2K | 0.07% | 463 |
|
|
2013
Q3 | $2.28M | Sell |
71,876
-107
| -0.1% | -$3.4K | 0.06% | 537 |
|
|
2013
Q2 | $1.91M | Buy |
+71,983
| New | +$1.91M | 0.06% | 587 |
|