Savant Capital’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
6,452
+575
| +10% | +$140K | 0.01% | 633 |
|
|
2025
Q1 | $1.42M | Buy |
5,877
+2,322
| +65% | +$563K | 0.01% | 626 |
|
|
2024
Q4 | $804K | Buy |
3,555
+257
| +8% | +$58.1K | 0.01% | 730 |
|
|
2024
Q3 | $709K | Buy |
3,298
+187
| +6% | +$40.2K | 0.01% | 749 |
|
|
2024
Q2 | $613K | Buy |
3,111
+951
| +44% | +$187K | 0.01% | 727 |
|
|
2024
Q1 | $442K | Buy |
2,160
+33
| +2% | +$6.76K | 0.01% | 769 |
|
|
2023
Q4 | $438K | Buy |
2,127
+712
| +50% | +$146K | 0.01% | 599 |
|
|
2023
Q3 | $253K | Buy |
1,415
+138
| +11% | +$24.7K | ﹤0.01% | 704 |
|
|
2023
Q2 | $212K | Buy |
+1,277
| New | +$212K | ﹤0.01% | 727 |
|