Plato Investment 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 | $697K | Hold |
2,879
| – | – | 0.05% | 304 |
|
|
2025
Q1 | $706K | Hold |
2,879
| – | – | 0.06% | 289 |
|
|
2024
Q4 | $653K | Hold |
2,879
| – | – | 0.05% | 311 |
|
|
2024
Q3 | $618K | Hold |
2,879
| – | – | 0.05% | 295 |
|
|
2024
Q2 | $567K | Hold |
2,879
| – | – | 0.05% | 265 |
|
|
2024
Q1 | $590K | Buy |
+2,879
| New | +$590K | 0.06% | 255 |
|