Sienna Gestion’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
52,784
+4,746
| +10% | +$1.05M | 0.81% | 28 |
|
|
2025
Q1 | $11.3M | Sell |
48,038
-2,805
| -6% | -$661K | 0.92% | 26 |
|
|
2024
Q4 | $11.5M | Hold |
50,843
| – | – | 0.78% | 29 |
|
|
2024
Q3 | $10.9M | Buy |
50,843
+12,170
| +31% | +$2.61M | 0.73% | 42 |
|
|
2024
Q2 | $7.62M | Hold |
38,673
| – | – | 0.68% | 50 |
|
|
2024
Q1 | $7.92M | Buy |
+38,673
| New | +$7.92M | 0.68% | 55 |
|