UMB Bank’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
903
-23
| -2% | -$5.59K | ﹤0.01% | 576 |
|
|
2025
Q1 | $225K | Sell |
926
-171
| -16% | -$41.5K | ﹤0.01% | 552 |
|
|
2024
Q4 | $248K | Buy |
1,097
+57
| +5% | +$12.9K | ﹤0.01% | 527 |
|
|
2024
Q3 | $224K | Buy |
1,040
+86
| +9% | +$18.5K | ﹤0.01% | 553 |
|
|
2024
Q2 | $188K | Buy |
954
+124
| +15% | +$24.4K | ﹤0.01% | 577 |
|
|
2024
Q1 | $170K | Sell |
830
-77
| -8% | -$15.8K | ﹤0.01% | 606 |
|
|
2023
Q4 | $187K | Sell |
907
-268
| -23% | -$55.1K | ﹤0.01% | 593 |
|
|
2023
Q3 | $210K | Sell |
1,175
-3,600
| -75% | -$645K | ﹤0.01% | 559 |
|
|
2023
Q2 | $791K | Sell |
4,775
-45
| -0.9% | -$7.45K | 0.01% | 364 |
|
|
2023
Q1 | $706K | Sell |
4,820
-17
| -0.4% | -$2.49K | 0.01% | 373 |
|
|
2022
Q4 | $649K | Sell |
4,837
-11
| -0.2% | -$1.48K | 0.01% | 388 |
|
|
2022
Q3 | $699K | Buy |
4,848
+1
| +0% | +$144 | 0.01% | 391 |
|
|
2022
Q2 | $691K | Hold |
4,847
| – | – | 0.01% | 417 |
|
|
2022
Q1 | $755K | Sell |
4,847
-4
| -0.1% | -$623 | 0.01% | 427 |
|
|
2021
Q4 | $886K | Buy |
+4,851
| New | +$886K | 0.01% | 403 |
|