Kestra Private Wealth 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	$248K	Sell	2,239 -4,633	-67%	-$514K	﹤0.01%	1389
2025 Q1	$855K	Buy	6,872 +389	+6%	+$48.4K	0.01%	737
2024 Q4	$661K	Buy	6,483 +406	+7%	+$41.4K	0.01%	810
2024 Q3	$630K	Buy	6,077 +124	+2%	+$12.8K	0.01%	793
2024 Q2	$532K	Buy	+5,953	New	+$532K	0.01%	803