NEOS Investment 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 | $2.11M | Buy |
8,668
+1,783
| +26% | +$433K | 0.03% | 360 |
|
|
2025
Q1 | $1.67M | Buy |
6,885
+1,253
| +22% | +$304K | 0.03% | 356 |
|
|
2024
Q4 | $1.27M | Buy |
5,632
+1,242
| +28% | +$281K | 0.03% | 361 |
|
|
2024
Q3 | $944K | Buy |
4,390
+812
| +23% | +$175K | 0.03% | 384 |
|
|
2024
Q2 | $705K | Buy |
3,578
+996
| +39% | +$196K | 0.03% | 390 |
|
|
2024
Q1 | $529K | Buy |
2,582
+912
| +55% | +$187K | 0.03% | 370 |
|
|
2023
Q4 | $344K | Buy |
+1,670
| New | +$344K | 0.03% | 351 |
|