Principal Securities’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
5,139
-1,427
| -22% | -$347K | 0.02% | 550 |
|
|
2025
Q1 | $1.48M | Hold |
6,566
| – | – | 0.03% | 436 |
|
|
2024
Q4 | $1.48M | Buy |
6,566
+228
| +4% | +$51.5K | 0.03% | 432 |
|
|
2024
Q3 | $1.36M | Sell |
6,338
-1,127
| -15% | -$242K | 0.03% | 446 |
|
|
2024
Q2 | $1.47M | Buy |
7,465
+279
| +4% | +$55K | 0.04% | 379 |
|
|
2024
Q1 | $1.47M | Buy |
7,186
+713
| +11% | +$146K | 0.05% | 348 |
|
|
2023
Q4 | $1.33M | Buy |
+6,473
| New | +$1.33M | 0.05% | 338 |
|