Kestra Advisory Services’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 | $654K | Sell |
5,901
-804
| -12% | -$89.1K | ﹤0.01% | 1781 |
|
|
2025
Q1 | $834K | Sell |
6,705
-11,324
| -63% | -$1.41M | ﹤0.01% | 1494 |
|
|
2024
Q4 | $1.84M | Buy |
18,029
+6,003
| +50% | +$612K | 0.01% | 1042 |
|
|
2024
Q3 | $1.25M | Sell |
12,026
-2,006
| -14% | -$208K | 0.01% | 1200 |
|
|
2024
Q2 | $1.25M | Buy |
14,032
+6,209
| +79% | +$555K | 0.01% | 1193 |
|
|
2024
Q1 | $685K | Buy |
7,823
+474
| +6% | +$41.5K | ﹤0.01% | 1467 |
|
|
2023
Q4 | $523K | Buy |
7,349
+3,002
| +69% | +$213K | ﹤0.01% | 1506 |
|
|
2023
Q3 | $304K | Buy |
+4,347
| New | +$304K | ﹤0.01% | 1647 |
|
|
2022
Q4 | – | Sell |
-8,280
| Closed | -$501K | – | 2262 |
|
|
2022
Q3 | $501K | Buy |
8,280
+4,476
| +118% | +$271K | 0.01% | 1314 |
|
|
2022
Q2 | $222K | Buy |
+3,804
| New | +$222K | ﹤0.01% | 1839 |
|