JSF Financial’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 | $1.21M | Buy |
10,940
+545
| +5% | +$60.4K | 0.29% | 53 |
|
|
2025
Q1 | $1.29M | Sell |
10,395
-131
| -1% | -$16.3K | 0.34% | 41 |
|
|
2024
Q4 | $1.07M | Buy |
10,526
+398
| +4% | +$40.6K | 0.29% | 49 |
|
|
2024
Q3 | $1.05M | Buy |
10,128
+669
| +7% | +$69.3K | 0.31% | 47 |
|
|
2024
Q2 | $846K | Buy |
9,459
+517
| +6% | +$46.2K | 0.26% | 52 |
|
|
2024
Q1 | $783K | Sell |
8,942
-600
| -6% | -$52.5K | 0.25% | 51 |
|
|
2023
Q4 | $679K | Buy |
9,542
+7
| +0.1% | +$498 | 0.24% | 50 |
|
|
2023
Q3 | $666K | Sell |
9,535
-125
| -1% | -$8.73K | 0.26% | 52 |
|
|
2023
Q2 | $665K | Buy |
+9,660
| New | +$665K | 0.24% | 55 |
|
|
2022
Q2 | – | Sell |
-7,881
| Closed | -$570K | – | 103 |
|
|
2022
Q1 | $570K | Buy |
7,881
+1,575
| +25% | +$114K | 0.24% | 53 |
|
|
2021
Q4 | $443K | Buy |
6,306
+591
| +10% | +$41.5K | 0.22% | 56 |
|
|
2021
Q3 | $317K | Buy |
+5,715
| New | +$317K | 0.16% | 78 |
|