Suncoast Equity Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.83M | Buy |
28,116
+745
| +3% | +$181K | 0.7% | 23 |
|
|
2025
Q1 | $6.64M | Buy |
27,371
+1,445
| +6% | +$350K | 0.75% | 23 |
|
|
2024
Q4 | $5.86M | Buy |
25,926
+781
| +3% | +$177K | 0.65% | 22 |
|
|
2024
Q3 | $5.41M | Buy |
25,145
+565
| +2% | +$121K | 0.62% | 23 |
|
|
2024
Q2 | $4.84M | Buy |
24,580
+1,514
| +7% | +$298K | 0.54% | 25 |
|
|
2024
Q1 | $4.73M | Buy |
23,066
+1,321
| +6% | +$271K | 0.55% | 24 |
|
|
2023
Q4 | $4.47M | Buy |
21,745
+505
| +2% | +$104K | 0.59% | 24 |
|
|
2023
Q3 | $3.8M | Buy |
21,240
+1,985
| +10% | +$355K | 0.57% | 23 |
|
|
2023
Q2 | $3.19M | Buy |
19,255
+1,980
| +11% | +$328K | 0.48% | 24 |
|
|
2023
Q1 | $2.53M | Buy |
17,275
+945
| +6% | +$139K | 0.43% | 23 |
|
|
2022
Q4 | $2.19M | Buy |
16,330
+1,260
| +8% | +$169K | 0.4% | 22 |
|
|
2022
Q3 | $2.18M | Sell |
15,070
-200
| -1% | -$28.9K | 0.43% | 22 |
|
|
2022
Q2 | $2.18M | Buy |
15,270
+3,245
| +27% | +$463K | 0.38% | 22 |
|
|
2022
Q1 | $1.87M | Buy |
12,025
+2,670
| +29% | +$416K | 0.28% | 23 |
|
|
2021
Q4 | $1.71M | Buy |
9,355
+315
| +3% | +$57.6K | 0.22% | 23 |
|
|
2021
Q3 | $1.51M | Buy |
9,040
+2,185
| +32% | +$364K | 0.21% | 22 |
|
|
2021
Q2 | $1.11M | Buy |
6,855
+400
| +6% | +$64.6K | 0.14% | 25 |
|
|
2021
Q1 | $988K | Buy |
6,455
+100
| +2% | +$15.3K | 0.15% | 25 |
|
|
2020
Q4 | $974K | Buy |
+6,355
| New | +$974K | 0.15% | 26 |
|