BOK Financial Private Wealth’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
12,070
-2,975
| -20% | -$330K | 0.09% | 77 |
|
|
2025
Q1 | $1.87M | Sell |
15,045
-3,675
| -20% | -$457K | 0.14% | 64 |
|
|
2024
Q4 | $1.91M | Sell |
18,720
-2,042
| -10% | -$208K | 0.14% | 67 |
|
|
2024
Q3 | $2.15M | Sell |
20,762
-3,292
| -14% | -$341K | 0.16% | 63 |
|
|
2024
Q2 | $2.15M | Sell |
24,054
-207
| -0.9% | -$18.5K | 0.16% | 64 |
|
|
2024
Q1 | $2.12M | Sell |
24,261
-1,956
| -7% | -$171K | 0.16% | 65 |
|
|
2023
Q4 | $1.86M | Sell |
26,217
-2,348
| -8% | -$167K | 0.15% | 77 |
|
|
2023
Q3 | $1.99M | Sell |
28,565
-4,765
| -14% | -$333K | 0.17% | 75 |
|
|
2023
Q2 | $2.29M | Sell |
33,330
-6,553
| -16% | -$451K | 0.19% | 70 |
|
|
2023
Q1 | $2.29M | Buy |
39,883
+72
| +0.2% | +$4.13K | 0.18% | 73 |
|
|
2022
Q4 | $2.27M | Buy |
39,811
+543
| +1% | +$30.9K | 0.19% | 72 |
|
|
2022
Q3 | $2.38M | Buy |
39,268
+157
| +0.4% | +$9.5K | 0.21% | 69 |
|
|
2022
Q2 | $2.28M | Buy |
39,111
+1,410
| +4% | +$82.3K | 0.2% | 77 |
|
|
2022
Q1 | $2.73M | Buy |
37,701
+5,931
| +19% | +$429K | 0.19% | 81 |
|
|
2021
Q4 | $2.23M | Sell |
31,770
-354
| -1% | -$24.9K | 0.15% | 92 |
|
|
2021
Q3 | $1.78M | Sell |
32,124
-399
| -1% | -$22.1K | 0.14% | 92 |
|
|
2021
Q2 | $1.73M | Buy |
32,523
+503
| +2% | +$26.7K | 0.14% | 89 |
|
|
2021
Q1 | $1.46M | Sell |
32,020
-643
| -2% | -$29.4K | 0.13% | 89 |
|
|
2020
Q4 | $1.55M | Sell |
32,663
-1,442
| -4% | -$68.4K | 0.15% | 86 |
|
|
2020
Q3 | $1.54M | Sell |
34,105
-937
| -3% | -$42.4K | 0.16% | 85 |
|
|
2020
Q2 | $1.43M | Buy |
+35,042
| New | +$1.43M | 0.15% | 88 |
|