Rehmann Capital Advisory Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
1,669
+150
| +10% | +$36.5K | 0.02% | 399 |
|
|
2025
Q1 | $368K | Buy |
1,519
+67
| +5% | +$16.3K | 0.02% | 432 |
|
|
2024
Q4 | $328K | Buy |
1,452
+109
| +8% | +$24.6K | 0.02% | 447 |
|
|
2024
Q3 | $290K | Sell |
1,343
-33
| -2% | -$7.14K | 0.02% | 476 |
|
|
2024
Q2 | $271K | Buy |
1,376
+146
| +12% | +$28.8K | 0.02% | 475 |
|
|
2024
Q1 | $252K | Buy |
1,230
+10
| +0.8% | +$2.05K | 0.02% | 497 |
|
|
2023
Q4 | $251K | Hold |
1,220
| – | – | 0.02% | 481 |
|
|
2023
Q3 | $218K | Buy |
+1,220
| New | +$218K | 0.02% | 475 |
|
|
2022
Q1 | – | Sell |
-1,126
| Closed | -$206K | – | 543 |
|
|
2021
Q4 | $206K | Buy |
+1,126
| New | +$206K | 0.02% | 525 |
|
|
2019
Q3 | $91K | Sell |
731
-75
| -9% | -$9.33K | 0.01% | 470 |
|
|
2019
Q2 | $103K | Sell |
806
-184
| -19% | -$23.5K | 0.01% | 608 |
|
|
2019
Q1 | $103K | Sell |
990
-108
| -10% | -$11.2K | 0.01% | 585 |
|
|
2018
Q4 | $106K | Sell |
1,098
-194
| -15% | -$18.7K | 0.02% | 394 |
|
|
2018
Q3 | $170K | Buy |
1,292
+3
| +0.2% | +$396 | 0.02% | 440 |
|
|
2018
Q2 | $148K | Sell |
1,289
-130
| -9% | -$15K | 0.02% | 455 |
|
|
2018
Q1 | $156K | Buy |
+1,419
| New | +$156K | 0.02% | 435 |
|