Oarsman Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-600
| Closed | -$136K | – | 324 |
|
|
2024
Q4 | $136K | Sell |
600
-335
| -36% | -$75.7K | 0.02% | 285 |
|
|
2024
Q3 | $201K | Sell |
935
-96
| -9% | -$20.6K | 0.04% | 233 |
|
|
2024
Q2 | $203K | Hold |
1,031
| – | – | 0.04% | 225 |
|
|
2024
Q1 | $211K | Hold |
1,031
| – | – | 0.05% | 220 |
|
|
2023
Q4 | $212K | Buy |
+1,031
| New | +$212K | 0.06% | 220 |
|