Security National Bank’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Sell |
17,228
-2,075
| -11% | -$504K | 0.72% | 40 |
|
|
2025
Q1 | $4.68M | Sell |
19,303
-437
| -2% | -$106K | 0.88% | 28 |
|
|
2024
Q4 | $4.46M | Sell |
19,740
-473
| -2% | -$107K | 0.64% | 37 |
|
|
2024
Q3 | $4.35M | Sell |
20,213
-74
| -0.4% | -$15.9K | 0.59% | 39 |
|
|
2024
Q2 | $4M | Buy |
20,287
+160
| +0.8% | +$31.5K | 0.58% | 39 |
|
|
2024
Q1 | $4.12M | Sell |
20,127
-46
| -0.2% | -$9.42K | 0.62% | 40 |
|
|
2023
Q4 | $4.15M | Sell |
20,173
-576
| -3% | -$119K | 0.94% | 36 |
|
|
2023
Q3 | $3.76M | Buy |
20,749
+15
| +0.1% | +$2.72K | 1.05% | 36 |
|
|
2023
Q2 | $3.43M | Sell |
20,734
-219
| -1% | -$36.3K | 0.87% | 42 |
|
|
2023
Q1 | $3.07M | Sell |
20,953
-3,083
| -13% | -$452K | 0.82% | 44 |
|
|
2022
Q4 | $3.22M | Buy |
24,036
+817
| +4% | +$110K | 0.87% | 44 |
|
|
2022
Q3 | $3.35M | Sell |
23,219
-41
| -0.2% | -$5.92K | 0.93% | 45 |
|
|
2022
Q2 | $3.32M | Sell |
23,260
-393
| -2% | -$56K | 0.92% | 43 |
|
|
2022
Q1 | $3.68M | Buy |
23,653
+804
| +4% | +$125K | 0.84% | 45 |
|
|
2021
Q4 | $4.18M | Sell |
22,849
-670
| -3% | -$122K | 0.95% | 43 |
|
|
2021
Q3 | $3.92M | Sell |
23,519
-296
| -1% | -$49.3K | 0.98% | 43 |
|
|
2021
Q2 | $3.85M | Sell |
23,815
-372
| -2% | -$60.1K | 1.01% | 40 |
|
|
2021
Q1 | $3.7M | Sell |
24,187
-840
| -3% | -$129K | 1.09% | 37 |
|
|
2020
Q4 | $3.83M | Sell |
25,027
-1,021
| -4% | -$156K | 1.22% | 34 |
|
|
2020
Q3 | $3.44M | Buy |
26,048
+475
| +2% | +$62.7K | 1.2% | 34 |
|
|
2020
Q2 | $3.23M | Buy |
25,573
+1,053
| +4% | +$133K | 1.33% | 33 |
|
|
2020
Q1 | $2.33M | Buy |
24,520
+2,247
| +10% | +$213K | 1.22% | 34 |
|
|
2019
Q4 | $2.75M | Buy |
22,273
+813
| +4% | +$100K | 1.23% | 36 |
|
|
2019
Q3 | $2.67M | Buy |
21,460
+756
| +4% | +$94.1K | 1.26% | 36 |
|
|
2019
Q2 | $2.64M | Buy |
20,704
+1,148
| +6% | +$147K | 1.31% | 34 |
|
|
2019
Q1 | $2.03M | Buy |
+19,556
| New | +$2.03M | 1.05% | 41 |
|