Swedbank’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.2M | Buy |
42,074
+15,159
| +56% | +$3.68M | 0.01% | 474 |
|
2025
Q1 | $6.53M | Buy |
26,915
+1,604
| +6% | +$389K | 0.01% | 519 |
|
2024
Q4 | $5.72M | Buy |
25,311
+176
| +0.7% | +$39.8K | 0.01% | 542 |
|
2024
Q3 | $5.4M | Buy |
25,135
+715
| +3% | +$154K | 0.01% | 533 |
|
2024
Q2 | $4.81M | Buy |
24,420
+252
| +1% | +$49.6K | 0.01% | 540 |
|
2024
Q1 | $4.95M | Buy |
24,168
+1,714
| +8% | +$351K | 0.04% | 396 |
|
2023
Q4 | $4.62M | Buy |
22,454
+2,594
| +13% | +$534K | 0.01% | 522 |
|
2023
Q3 | $3.56M | Buy |
19,860
+9,969
| +101% | +$1.78M | 0.01% | 544 |
|
2023
Q2 | $1.64M | Hold |
9,891
| – | – | ﹤0.01% | 601 |
|
2023
Q1 | $1.45M | Hold |
9,891
| – | – | ﹤0.01% | 610 |
|
2022
Q4 | $1.33M | Hold |
9,891
| – | – | ﹤0.01% | 610 |
|
2022
Q3 | $1.43M | Buy |
9,891
+6,687
| +209% | +$965K | ﹤0.01% | 618 |
|
2022
Q2 | $457K | Sell |
3,204
-5,280
| -62% | -$753K | ﹤0.01% | 697 |
|
2022
Q1 | $1.32M | Hold |
8,484
| – | – | ﹤0.01% | 656 |
|
2021
Q4 | $1.55M | Hold |
8,484
| – | – | ﹤0.01% | 664 |
|
2021
Q3 | $1.41M | Hold |
8,484
| – | – | ﹤0.01% | 670 |
|
2021
Q2 | $1.37M | Hold |
8,484
| – | – | ﹤0.01% | 674 |
|
2021
Q1 | $1.3M | Buy |
+8,484
| New | +$1.3M | ﹤0.01% | 660 |
|