Plante Moran Financial Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.9K | Sell |
361
-1,940
| -84% | -$472K | 0.01% | 257 |
|
|
2025
Q1 | $558K | Sell |
2,301
-22
| -0.9% | -$5.34K | 0.05% | 74 |
|
|
2024
Q4 | $525K | Buy |
2,323
+22
| +1% | +$4.98K | 0.04% | 80 |
|
|
2024
Q3 | $495K | Hold |
2,301
| – | – | 0.04% | 79 |
|
|
2024
Q2 | $453K | Hold |
2,301
| – | – | 0.05% | 85 |
|
|
2024
Q1 | $471K | Buy |
2,301
+125
| +6% | +$25.6K | 0.05% | 83 |
|
|
2023
Q4 | $448K | Hold |
2,176
| – | – | 0.05% | 92 |
|
|
2023
Q3 | $390K | Hold |
2,176
| – | – | 0.05% | 92 |
|
|
2023
Q2 | $360K | Sell |
2,176
-14
| -0.6% | -$2.32K | 0.04% | 101 |
|
|
2023
Q1 | $321K | Sell |
2,190
-1
| -0% | -$147 | 0.04% | 105 |
|
|
2022
Q4 | $294K | Buy |
2,191
+1
| +0% | +$134 | 0.04% | 118 |
|
|
2022
Q3 | $316K | Hold |
2,190
| – | – | 0.05% | 107 |
|
|
2022
Q2 | $312K | Hold |
2,190
| – | – | 0.05% | 113 |
|
|
2022
Q1 | $341K | Sell |
2,190
-231
| -10% | -$36K | 0.06% | 115 |
|
|
2021
Q4 | $443K | Sell |
2,421
-199
| -8% | -$36.4K | 0.07% | 96 |
|
|
2021
Q3 | $437K | Hold |
2,620
| – | – | 0.1% | 103 |
|
|
2021
Q2 | $423K | Hold |
2,620
| – | – | 0.1% | 93 |
|
|
2021
Q1 | $401K | Hold |
2,620
| – | – | 0.11% | 94 |
|
|
2020
Q4 | $401K | Sell |
2,620
-232
| -8% | -$35.5K | 0.12% | 99 |
|
|
2020
Q3 | $377K | Hold |
2,852
| – | – | 0.13% | 87 |
|
|
2020
Q2 | $360K | Buy |
2,852
+14
| +0.5% | +$1.77K | 0.14% | 86 |
|
|
2020
Q1 | $269K | Sell |
2,838
-59
| -2% | -$5.59K | 0.12% | 92 |
|
|
2019
Q4 | $358K | Sell |
2,897
-423
| -13% | -$52.3K | 0.12% | 101 |
|
|
2019
Q3 | $413K | Hold |
3,320
| – | – | 0.12% | 100 |
|
|
2019
Q2 | $424K | Hold |
3,320
| – | – | 0.13% | 94 |
|
|
2019
Q1 | $344K | Hold |
3,320
| – | – | 0.11% | 103 |
|
|
2018
Q4 | $320K | Sell |
3,320
-21
| -0.6% | -$2.02K | 0.11% | 102 |
|
|
2018
Q3 | $441K | Hold |
3,341
| – | – | 0.14% | 83 |
|
|
2018
Q2 | $385K | Buy |
3,341
+36
| +1% | +$4.15K | 0.2% | 89 |
|
|
2018
Q1 | $363K | Buy |
3,305
+10
| +0.3% | +$1.1K | 0.2% | 91 |
|
|
2017
Q4 | $299K | Hold |
3,295
| – | – | 0.17% | 100 |
|
|
2017
Q3 | $266K | Buy |
3,295
+22
| +0.7% | +$1.78K | 0.16% | 102 |
|
|
2017
Q2 | $247K | Hold |
3,273
| – | – | 0.15% | 108 |
|
|
2017
Q1 | $222K | Sell |
3,273
-109
| -3% | -$7.39K | 0.13% | 118 |
|
|
2016
Q4 | $224K | Buy |
3,382
+121
| +4% | +$8.01K | 0.14% | 113 |
|
|
2016
Q3 | $221K | Hold |
3,261
| – | – | 0.15% | 109 |
|
|
2016
Q2 | $213K | Hold |
3,261
| – | – | 0.15% | 113 |
|
|
2016
Q1 | $193K | Hold |
3,261
| – | – | 0.15% | 112 |
|
|
2015
Q4 | $175K | Hold |
3,261
| – | – | 0.13% | 122 |
|
|
2015
Q3 | $181K | Hold |
3,261
| – | – | 0.14% | 113 |
|
|
2015
Q2 | $163K | Hold |
3,261
| – | – | 0.12% | 132 |
|
|
2015
Q1 | $179K | Hold |
3,261
| – | – | 0.12% | 121 |
|
|
2014
Q4 | $151K | Hold |
3,261
| – | – | 0.11% | 133 |
|
|
2014
Q3 | $136K | Hold |
3,261
| – | – | 0.12% | 137 |
|
|
2014
Q2 | $136K | Buy |
3,261
+50
| +2% | +$2.09K | 0.12% | 114 |
|
|
2014
Q1 | $119K | Hold |
3,211
| – | – | 0.13% | 102 |
|
|
2013
Q4 | $127K | Hold |
3,211
| – | – | 0.07% | 123 |
|
|
2013
Q3 | $102K | Hold |
3,211
| – | – | 0.06% | 109 |
|
|
2013
Q2 | $85K | Buy |
+3,211
| New | +$85K | 0.06% | 115 |
|