Oakworth Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5K | Hold |
|
|||||
|
2025
Q1 | $26.4K | Hold |
|
|||||
|
2024
Q4 | $24.6K | Hold |
|
|||||
|
2024
Q3 | $23.4K | Hold |
|
|||||
|
2024
Q2 | $21.5K | Hold |
|
|||||
|
2024
Q1 | $22.3K | Sell |
|
|||||
|
2023
Q4 | $44K | Hold |
|
|||||
|
2023
Q3 | $38.3K | Buy |
|
|||||
|
2023
Q2 | $34K | Hold |
|
|||||
|
2023
Q1 | $30K | Hold |
|
|||||
|
2022
Q4 | $27.5K | Hold |
|
|||||
|
2022
Q3 | $30K | Hold |
|
|||||
|
2022
Q2 | $29K | Hold |
|
|||||
|
2022
Q1 | $32K | Buy |
|
|||||
|
2021
Q4 | $18K | Hold |
|
|||||
|
2021
Q3 | $17K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $61K | Hold |
|
|||||
|
2014
Q4 | $52K | Buy |
|