Tidal Investments’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.55M | Buy |
+52,640
| New | +$10M | 0.03% | 612 |
|
|
2025
Q4 | – | Sell |
-83,524
| Closed | -$19.9M | – | 2155 |
|
|
2025
Q3 | $19.9M | Buy |
83,524
+72,079
| +630% | +$18M | 0.08% | 310 |
|
|
2025
Q2 | $2.78M | Buy |
11,445
+916
| +9% | +$218K | 0.02% | 607 |
|
|
2025
Q1 | $2.55M | Sell |
10,529
-3,323
| -24% | -$782K | 0.02% | 591 |
|
|
2024
Q4 | $3.13M | Sell |
13,852
-1,448
| -9% | -$324K | 0.03% | 522 |
|
|
2024
Q3 | $3.29M | Buy |
15,300
+4,654
| +44% | +$973K | 0.04% | 430 |
|
|
2024
Q2 | $2.1M | Sell |
10,646
-7,061
| -40% | -$1.4M | 0.03% | 536 |
|
|
2024
Q1 | $3.63M | Buy |
17,707
+8,837
| +100% | +$1.78M | 0.06% | 330 |
|
|
2023
Q4 | $1.83M | Sell |
8,870
-5,753
| -39% | -$1.06M | 0.04% | 388 |
|
|
2023
Q3 | $2.62M | Buy |
14,623
+2,332
| +19% | +$413K | 0.08% | 250 |
|
|
2023
Q2 | $2.04M | Buy |
12,291
+3,515
| +40% | +$532K | 0.06% | 312 |
|
|
2023
Q1 | $1.29M | Buy |
8,776
+396
| +5% | +$56.7K | 0.04% | 405 |
|
|
2022
Q4 | $1.12M | Buy |
8,380
+5,994
| +251% | +$852K | 0.04% | 408 |
|
|
2022
Q3 | $344K | Sell |
2,386
-447
| -16% | -$72.5K | 0.01% | 685 |
|
|
2022
Q2 | $404K | Sell |
2,833
-1,705
| -38% | -$247K | 0.01% | 672 |
|
|
2022
Q1 | $707K | Sell |
4,538
-717
| -14% | -$110K | 0.02% | 541 |
|
|
2021
Q4 | $961K | Buy |
5,255
+1,507
| +40% | +$265K | 0.03% | 419 |
|
|
2021
Q3 | $625K | Buy |
3,748
+1,687
| +82% | +$287K | 0.02% | 452 |
|
|
2021
Q2 | $333K | Buy |
2,061
+494
| +32% | +$79K | 0.01% | 538 |
|
|
2021
Q1 | $240K | Buy |
+1,567
| New | +$231K | 0.01% | 489 |
|
Other funds holding BR
VCM
VPM
