Summit Financial’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
5,791
+42
| +0.7% | +$10.2K | 0.03% | 350 |
|
|
2025
Q1 | $1.39M | Buy |
5,749
+477
| +9% | +$116K | 0.04% | 314 |
|
|
2024
Q4 | $1.2M | Buy |
5,272
+761
| +17% | +$173K | 0.04% | 284 |
|
|
2024
Q3 | $974K | Sell |
4,511
-113
| -2% | -$24.4K | 0.04% | 267 |
|
|
2024
Q2 | $915K | Buy |
4,624
+834
| +22% | +$165K | 0.04% | 244 |
|
|
2024
Q1 | $779K | Sell |
3,790
-157
| -4% | -$32.3K | 0.05% | 216 |
|
|
2023
Q4 | $815K | Sell |
3,947
-169
| -4% | -$34.9K | 0.05% | 195 |
|
|
2023
Q3 | $740K | Sell |
4,116
-77
| -2% | -$13.8K | 0.05% | 191 |
|
|
2023
Q2 | $697K | Buy |
+4,193
| New | +$697K | 0.05% | 188 |
|