Patriot Financial Group Insurance Agency’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
2,379
+248
| +12% | +$60.3K | 0.07% | 290 |
|
|
2025
Q1 | $517K | Sell |
2,131
-53
| -2% | -$12.9K | 0.07% | 286 |
|
|
2024
Q4 | $494K | Buy |
2,184
+33
| +2% | +$7.46K | 0.07% | 288 |
|
|
2024
Q3 | $463K | Sell |
2,151
-348
| -14% | -$74.8K | 0.06% | 307 |
|
|
2024
Q2 | $492K | Buy |
2,499
+186
| +8% | +$36.6K | 0.07% | 277 |
|
|
2024
Q1 | $474K | Buy |
2,313
+260
| +13% | +$53.3K | 0.08% | 279 |
|
|
2023
Q4 | $422K | Buy |
2,053
+79
| +4% | +$16.3K | 0.08% | 270 |
|
|
2023
Q3 | $353K | Buy |
1,974
+82
| +4% | +$14.7K | 0.07% | 299 |
|
|
2023
Q2 | $313K | Buy |
1,892
+174
| +10% | +$28.8K | 0.06% | 330 |
|
|
2023
Q1 | $252K | Buy |
+1,718
| New | +$252K | 0.05% | 374 |
|
|
2022
Q3 | – | Sell |
-137
| Closed | -$19K | – | 600 |
|
|
2022
Q2 | $19K | Buy |
137
+1
| +0.7% | +$139 | ﹤0.01% | 1020 |
|
|
2022
Q1 | $21K | Buy |
136
+6
| +5% | +$926 | ﹤0.01% | 1060 |
|
|
2021
Q4 | $24K | Buy |
130
+1
| +0.8% | +$185 | ﹤0.01% | 1133 |
|
|
2021
Q3 | $22K | Hold |
129
| – | – | ﹤0.01% | 1170 |
|
|
2021
Q2 | $21K | Hold |
129
| – | – | ﹤0.01% | 1147 |
|
|
2021
Q1 | $20K | Buy |
129
+1
| +0.8% | +$155 | ﹤0.01% | 1080 |
|
|
2020
Q4 | $20K | Sell |
128
-9
| -7% | -$1.41K | 0.01% | 959 |
|
|
2020
Q3 | $18K | Buy |
137
+1
| +0.7% | +$131 | 0.01% | 815 |
|
|
2020
Q2 | $17K | Hold |
136
| – | – | 0.01% | 789 |
|
|
2020
Q1 | $13K | Buy |
136
+1
| +0.7% | +$96 | 0.01% | 773 |
|
|
2019
Q4 | $17K | Hold |
135
| – | – | 0.01% | 720 |
|
|
2019
Q3 | $17K | Buy |
135
+1
| +0.7% | +$126 | 0.01% | 684 |
|
|
2019
Q2 | $18K | Hold |
134
| – | – | 0.01% | 670 |
|
|
2019
Q1 | $14K | Hold |
134
| – | – | 0.01% | 626 |
|
|
2018
Q4 | $13K | Hold |
134
| – | – | 0.01% | 556 |
|
|
2018
Q3 | $18K | Buy |
134
+106
| +379% | +$14.2K | 0.01% | 495 |
|
|
2018
Q2 | $3K | Hold |
28
| – | – | ﹤0.01% | 515 |
|
|
2018
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 808 |
|
|
2017
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 797 |
|
|
2017
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 825 |
|
|
2017
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 818 |
|
|
2017
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 746 |
|
|
2016
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 680 |
|