Texas Capital Bank Wealth Management Services’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Buy |
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|
2025
Q1 | $442K | Buy |
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|
2024
Q4 | $393K | Buy |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $342K | Buy |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $283K | Sell |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $272K | Sell |
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|
2022
Q1 | $303K | Sell |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $342K | Sell |
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|
2021
Q2 | $344K | Buy |
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|
2021
Q1 | $325K | Buy |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $265K | Sell |
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|
2020
Q2 | $257K | Sell |
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|
2020
Q1 | $219K | Buy |
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|
2019
Q4 | $272K | Buy |
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