R.M. Sincerbeaux Capital Management’s Broadridge BR Stock Holding History

R.M. Sincerbeaux Capital Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.14M	Hold	12,900	–	–	1.77%	14
2025 Q1	$3.13M	Hold	12,900	–	–	1.85%	15
2024 Q4	$2.92M	Hold	12,900	–	–	1.75%	18
2024 Q3	$2.77M	Hold	12,900	–	–	1.72%	17
2024 Q2	$2.54M	Hold	12,900	–	–	1.67%	17
2024 Q1	$2.64M	Hold	12,900	–	–	1.68%	16
2023 Q4	$2.65M	Hold	12,900	–	–	1.88%	16
2023 Q3	$2.31M	Hold	12,900	–	–	1.76%	16
2023 Q2	$2.14M	Hold	12,900	–	–	1.46%	22
2023 Q1	$1.89M	Hold	12,900	–	–	1.32%	22
2022 Q4	$1.73M	Hold	12,900	–	–	1.23%	23
2022 Q3	$1.86M	Hold	12,900	–	–	1.47%	22
2022 Q2	$1.84M	Hold	12,900	–	–	1.35%	22
2022 Q1	$2.01M	Hold	12,900	–	–	1.27%	22
2021 Q4	$2.36M	Hold	12,900	–	–	1.41%	21
2021 Q3	$2.15M	Hold	12,900	–	–	1.41%	21
2021 Q2	$2.08M	Hold	12,900	–	–	1.32%	21
2021 Q1	$1.98M	Hold	12,900	–	–	1.35%	23
2020 Q4	$1.98M	Hold	12,900	–	–	1.44%	22
2020 Q3	$1.7M	Hold	12,900	–	–	1.45%	20
2020 Q2	$1.63M	Hold	12,900	–	–	1.45%	21
2020 Q1	$1.22M	Hold	12,900	–	–	1.21%	24
2019 Q4	$1.59M	Hold	12,900	–	–	1.23%	27
2019 Q3	$1.61M	Hold	12,900	–	–	1.27%	25
2019 Q2	$1.65M	Hold	12,900	–	–	1.34%	25
2019 Q1	$1.34M	Hold	12,900	–	–	1.08%	27
2018 Q4	$1.24M	Hold	12,900	–	–	1.15%	26
2018 Q3	$1.7M	Hold	12,900	–	–	1.38%	24
2018 Q2	$1.49M	Hold	12,900	–	–	1.31%	25
2018 Q1	$1.42M	Hold	12,900	–	–	1.33%	26
2017 Q4	$1.17M	Hold	12,900	–	–	1.06%	27
2017 Q3	$1.04M	Hold	12,900	–	–	1.01%	29
2017 Q2	$975K	Hold	12,900	–	–	0.88%	31
2017 Q1	$877K	Hold	12,900	–	–	0.81%	33
2016 Q4	$855K	Hold	12,900	–	–	0.81%	33
2016 Q3	$874K	Hold	12,900	–	–	0.85%	33
2016 Q2	$841K	Hold	12,900	–	–	0.86%	33
2016 Q1	$765K	Hold	12,900	–	–	0.8%	35
2015 Q4	$693K	Hold	12,900	–	–	0.75%	34
2015 Q3	$714K	Hold	12,900	–	–	0.75%	35
2015 Q2	$645K	Hold	12,900	–	–	0.63%	34
2015 Q1	$710K	Hold	12,900	–	–	0.65%	37
2014 Q4	$596K	Hold	12,900	–	–	0.54%	37
2014 Q3	$537K	Hold	12,900	–	–	0.49%	41
2014 Q2	$537K	Hold	12,900	–	–	0.5%	42
2014 Q1	$479K	Hold	12,900	–	–	0.47%	42
2013 Q4	$510K	Buy	+12,900	New	+$510K	0.5%	42