NorthRock Partners’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
2,064
+184
| +10% | +$44.9K | 0.01% | 395 |
|
|
2025
Q1 | $457K | Sell |
1,880
-236
| -11% | -$57.4K | 0.02% | 363 |
|
|
2024
Q4 | $480K | Buy |
2,116
+59
| +3% | +$13.4K | 0.02% | 365 |
|
|
2024
Q3 | $444K | Sell |
2,057
-58
| -3% | -$12.5K | 0.01% | 390 |
|
|
2024
Q2 | $418K | Buy |
2,115
+259
| +14% | +$51.2K | 0.02% | 384 |
|
|
2024
Q1 | $382K | Buy |
1,856
+38
| +2% | +$7.82K | 0.01% | 421 |
|
|
2023
Q4 | $375K | Buy |
+1,818
| New | +$375K | 0.02% | 401 |
|