Stephens Inc’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $283K | Buy |
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|
2025
Q2 | $287K | Buy |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $275K | Buy |
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|
2024
Q1 | $284K | Buy |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $315K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $370K | Sell |
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|
2021
Q3 | $399K | Sell |
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|
2021
Q2 | $753K | Sell |
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|
2021
Q1 | $723K | Buy |
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|
2020
Q4 | $648K | Sell |
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|
2020
Q3 | $580K | Sell |
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|
2020
Q2 | $575K | Sell |
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|
2020
Q1 | $452K | Buy |
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|
2019
Q4 | $424K | Sell |
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|
2019
Q3 | $438K | Sell |
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|
2019
Q2 | $453K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $284K | Sell |
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|
2017
Q4 | $290K | Sell |
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|
2017
Q3 | $281K | Sell |
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|
2017
Q2 | $269K | Sell |
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|
2017
Q1 | $255K | Hold |
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|
2016
Q4 | $248K | Sell |
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|
2016
Q3 | $298K | Sell |
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|
2016
Q2 | $312K | Hold |
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|
2016
Q1 | $283K | Sell |
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|
2015
Q4 | $257K | Sell |
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|
2015
Q3 | $286K | Sell |
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|
2015
Q2 | $292K | Hold |
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|
2015
Q1 | $321K | Buy |
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|
2014
Q4 | $269K | Sell |
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|
2014
Q3 | $244K | Sell |
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|
2014
Q2 | $245K | Buy |
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|
2014
Q1 | $206K | Buy |
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|
2013
Q4 | $217K | Sell |
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|
2013
Q3 | $282K | Sell |
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|
2013
Q2 | $241K | Buy |
|