Petrus Trust Company’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
+1,180
| New | +$287K | 0.03% | 335 |
|
|
2024
Q1 | – | Sell |
-1,686
| Closed | -$347K | – | 644 |
|
|
2023
Q4 | $347K | Buy |
+1,686
| New | +$347K | 0.03% | 379 |
|
|
2023
Q2 | – | Sell |
-3,042
| Closed | -$446K | – | 598 |
|
|
2023
Q1 | $446K | Sell |
3,042
-625
| -17% | -$91.6K | 0.05% | 120 |
|
|
2022
Q4 | $492K | Buy |
+3,667
| New | +$492K | 0.06% | 98 |
|