Naples Global Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.96M | Sell |
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|
2025
Q2 | $2.01M | Sell |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $1.97M | Hold |
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|
2024
Q3 | $1.88M | Buy |
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|
2024
Q2 | $1.7M | Buy |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $979K | Buy |
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|
2023
Q1 | $801K | Buy |
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|
2022
Q4 | $674K | Buy |
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|
2022
Q3 | $661K | Hold |
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|
2022
Q2 | $651K | Buy |
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|
2022
Q1 | $601K | Buy |
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|
2021
Q4 | $512K | Buy |
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|
2021
Q3 | $460K | Hold |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $368K | Hold |
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|
2020
Q4 | $368K | Hold |
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|
2020
Q3 | $317K | Hold |
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|
2020
Q2 | $303K | Buy |
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|
2020
Q1 | $219K | Buy |
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|
2019
Q4 | $230K | Buy |
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