Simmons Bank’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 | – | Sell |
-1,964
| Closed | -$438K | – | 345 |
|
|
2025
Q4 | $438K | Sell |
1,964
-459
| -19% | -$105K | 0.03% | 259 |
|
|
2025
Q3 | $577K | Sell |
2,423
-35
| -1% | -$8.72K | 0.04% | 226 |
|
|
2025
Q2 | $597K | Sell |
2,458
-73
| -3% | -$17.3K | 0.04% | 218 |
|
|
2025
Q1 | $614K | Hold |
2,531
| – | – | 0.05% | 213 |
|
|
2024
Q4 | $572K | Buy |
2,531
+37
| +1% | +$8.29K | 0.04% | 219 |
|
|
2024
Q3 | $536K | Sell |
2,494
-163
| -6% | -$34.1K | 0.04% | 227 |
|
|
2024
Q2 | $523K | Sell |
2,657
-35
| -1% | -$6.94K | 0.04% | 231 |
|
|
2024
Q1 | $551K | Sell |
2,692
-84
| -3% | -$16.9K | 0.04% | 231 |
|
|
2023
Q4 | $571K | Hold |
2,776
| – | – | 0.05% | 226 |
|
|
2023
Q3 | $497K | Hold |
2,776
| – | – | 0.04% | 231 |
|
|
2023
Q2 | $460K | Hold |
2,776
| – | – | 0.04% | 244 |
|
|
2023
Q1 | $407K | Buy |
2,776
+149
| +6% | +$21.3K | 0.03% | 256 |
|
|
2022
Q4 | $352K | Sell |
2,627
-14
| -0.5% | -$1.99K | 0.03% | 270 |
|
|
2022
Q3 | $382K | Sell |
2,641
-773
| -23% | -$125K | 0.04% | 264 |
|
|
2022
Q2 | $487K | Sell |
3,414
-23
| -0.7% | -$3.34K | 0.04% | 256 |
|
|
2022
Q1 | $535K | Sell |
3,437
-7
| -0.2% | -$1.07K | 0.04% | 261 |
|
|
2021
Q4 | $630K | Sell |
3,444
-421
| -11% | -$74K | 0.04% | 260 |
|
|
2021
Q3 | $644K | Buy |
3,865
+27
| +0.7% | +$4.6K | 0.05% | 258 |
|
|
2021
Q2 | $620K | Sell |
3,838
-13
| -0.3% | -$2.08K | 0.04% | 257 |
|
|
2021
Q1 | $590K | Buy |
3,851
+2,240
| +139% | +$331K | 0.04% | 255 |
|
|
2020
Q4 | $247K | Hold |
1,611
| – | – | 0.02% | 329 |
|
|
2020
Q3 | $213K | Sell |
1,611
-1,529
| -49% | -$204K | 0.02% | 329 |
|
|
2020
Q2 | $396K | Sell |
3,140
-394
| -11% | -$45.6K | 0.03% | 274 |
|
|
2020
Q1 | $335K | Buy |
3,534
+385
| +12% | +$43.9K | 0.03% | 276 |
|
|
2019
Q4 | $389K | Buy |
3,149
+522
| +20% | +$63.8K | 0.03% | 278 |
|
|
2019
Q3 | $327K | Sell |
2,627
-695
| -21% | -$89.5K | 0.03% | 298 |
|
|
2019
Q2 | $424K | Sell |
3,322
-106
| -3% | -$12.8K | 0.04% | 280 |
|
|
2019
Q1 | $355K | Buy |
3,428
+446
| +15% | +$44.7K | 0.03% | 296 |
|
|
2018
Q4 | $287K | Buy |
2,982
+1,224
| +70% | +$133K | 0.03% | 296 |
|
|
2018
Q3 | $232K | Buy |
+1,758
| New | +$223K | 0.02% | 352 |
|
|
2018
Q2 | – | Sell |
-1,832
| Closed | -$200K | – | 365 |
|
|
2018
Q1 | $200K | Buy |
+1,832
| New | +$182K | 0.02% | 343 |
|
Other funds holding BR
VCM
VPM
