Roble Belko & Company’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48K | Hold |
295
| – | – | 0.01% | 207 |
|
|
2025
Q4 | $66K | Hold |
295
| – | – | 0.01% | 190 |
|
|
2025
Q3 | $70K | Hold |
295
| – | – | 0.01% | 159 |
|
|
2025
Q2 | $72K | Hold |
295
| – | – | 0.01% | 154 |
|
|
2025
Q1 | $72K | Hold |
295
| – | – | 0.01% | 153 |
|
|
2024
Q4 | $67K | Hold |
295
| – | – | 0.01% | 157 |
|
|
2024
Q3 | $63K | Hold |
295
| – | – | 0.01% | 157 |
|
|
2024
Q2 | $58K | Hold |
295
| – | – | 0.01% | 163 |
|
|
2024
Q1 | $60K | Hold |
295
| – | – | 0.01% | 163 |
|
|
2023
Q4 | $61K | Hold |
295
| – | – | 0.01% | 152 |
|
|
2023
Q3 | $53K | Hold |
295
| – | – | 0.01% | 144 |
|
|
2023
Q2 | $49K | Hold |
295
| – | – | 0.01% | 143 |
|
|
2023
Q1 | $43K | Hold |
295
| – | – | 0.01% | 155 |
|
|
2022
Q4 | $40K | Hold |
295
| – | – | 0.01% | 166 |
|
|
2022
Q3 | $43K | Hold |
295
| – | – | 0.01% | 153 |
|
|
2022
Q2 | $42K | Hold |
295
| – | – | 0.01% | 155 |
|
|
2022
Q1 | $46K | Hold |
295
| – | – | 0.01% | 166 |
|
|
2021
Q4 | $54K | Hold |
295
| – | – | 0.01% | 153 |
|
|
2021
Q3 | $49K | Hold |
295
| – | – | 0.01% | 150 |
|
|
2021
Q2 | $48K | Hold |
295
| – | – | 0.01% | 161 |
|
|
2021
Q1 | $45K | Hold |
295
| – | – | 0.01% | 155 |
|
|
2020
Q4 | $45K | Hold |
295
| – | – | 0.01% | 140 |
|
|
2020
Q3 | $39K | Hold |
295
| – | – | 0.01% | 142 |
|
|
2020
Q2 | $37K | Hold |
295
| – | – | 0.01% | 154 |
|
|
2020
Q1 | $28K | Hold |
295
| – | – | 0.01% | 165 |
|
|
2019
Q4 | $36K | Hold |
295
| – | – | 0.01% | 172 |
|
|
2019
Q3 | $37K | Hold |
295
| – | – | 0.01% | 157 |
|
|
2019
Q2 | $38K | Buy |
295
+1
| +0.3% | +$120 | 0.01% | 157 |
|
|
2019
Q1 | $30K | Buy |
+294
| New | +$29.5K | 0.01% | 144 |
|
Other funds holding BR
VCM
VPM
