OFI Invest Asset 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 | $88K | Buy |
425
+109
| +34% | +$22.6K | ﹤0.01% | 269 |
|
|
2025
Q1 | $70.9K | Buy |
+316
| New | +$70.9K | ﹤0.01% | 287 |
|
|
2024
Q2 | $30.7K | Buy |
167
+19
| +13% | +$3.49K | ﹤0.01% | 325 |
|
|
2024
Q1 | $28.1K | Buy |
148
+2
| +1% | +$379 | ﹤0.01% | 268 |
|
|
2023
Q4 | $27.2K | Sell |
146
-1
| -0.7% | -$186 | ﹤0.01% | 229 |
|
|
2023
Q3 | $24.9K | Buy |
+147
| New | +$24.9K | ﹤0.01% | 219 |
|