Patton Fund 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 | $225K | Buy |
+925
| New | +$225K | 0.05% | 352 |
|
|
2025
Q1 | – | Sell |
-17,941
| Closed | -$4.06M | – | 79 |
|
|
2024
Q4 | $4.06M | Sell |
17,941
-2,726
| -13% | -$616K | 0.79% | 62 |
|
|
2024
Q3 | $4.44M | Sell |
20,667
-1,115
| -5% | -$240K | 0.92% | 52 |
|
|
2024
Q2 | $4.29M | Sell |
21,782
-4,269
| -16% | -$841K | 0.91% | 53 |
|
|
2024
Q1 | $5.34M | Buy |
+26,051
| New | +$5.34M | 0.97% | 48 |
|