Tectonic Advisors’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Buy |
1,972
+62
| +3% | +$15.1K | 0.03% | 265 |
|
|
2025
Q1 | $463K | Sell |
1,910
-29
| -1% | -$7.03K | 0.03% | 255 |
|
|
2024
Q4 | $438K | Buy |
1,939
+98
| +5% | +$22.2K | 0.03% | 259 |
|
|
2024
Q3 | $396K | Buy |
1,841
+70
| +4% | +$15.1K | 0.03% | 265 |
|
|
2024
Q2 | $349K | Buy |
1,771
+148
| +9% | +$29.2K | 0.03% | 274 |
|
|
2024
Q1 | $332K | Buy |
1,623
+132
| +9% | +$27K | 0.03% | 265 |
|
|
2023
Q4 | $307K | Sell |
1,491
-243
| -14% | -$50K | 0.03% | 261 |
|
|
2023
Q3 | $310K | Buy |
+1,734
| New | +$310K | 0.03% | 233 |
|