SeaBridge Investment Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Hold |
2,344
| – | – | 0.11% | 131 |
|
|
2025
Q1 | $568K | Hold |
2,344
| – | – | 0.12% | 128 |
|
|
2024
Q4 | $530K | Hold |
2,344
| – | – | 0.11% | 137 |
|
|
2024
Q3 | $504K | Hold |
2,344
| – | – | 0.12% | 120 |
|
|
2024
Q2 | $462K | Hold |
2,344
| – | – | 0.12% | 121 |
|
|
2024
Q1 | $480K | Hold |
2,344
| – | – | 0.13% | 120 |
|
|
2023
Q4 | $482K | Sell |
2,344
-770
| -25% | -$158K | 0.14% | 117 |
|
|
2023
Q3 | $558K | Buy |
+3,114
| New | +$558K | 0.18% | 107 |
|