LFS
Legacy Financial Strategies’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Sell |
33,810
-1,991
| -6% | -$221K | 0.74% | 21 |
|
|
2025
Q1 | $4.45M | Sell |
35,801
-6,172
| -15% | -$768K | 0.97% | 16 |
|
|
2024
Q4 | $4.22M | Sell |
41,973
-1,653
| -4% | -$166K | 0.91% | 16 |
|
|
2024
Q3 | $4.52M | Sell |
43,626
-199
| -0.5% | -$20.6K | 1% | 15 |
|
|
2024
Q2 | $3.95M | Buy |
43,825
+3,215
| +8% | +$289K | 0.95% | 16 |
|
|
2024
Q1 | $3.56M | Sell |
40,610
-58
| -0.1% | -$5.08K | 0.92% | 15 |
|
|
2023
Q4 | $2.89M | Sell |
40,668
-88
| -0.2% | -$6.26K | 0.82% | 22 |
|
|
2023
Q3 | $2.92M | Buy |
40,756
+1,113
| +3% | +$79.7K | 0.94% | 16 |
|
|
2023
Q2 | $2.73M | Buy |
39,643
+3,029
| +8% | +$209K | 0.91% | 16 |
|
|
2023
Q1 | $2.1M | Buy |
36,614
+6,340
| +21% | +$364K | 0.78% | 28 |
|
|
2022
Q4 | $1.72M | Buy |
30,274
+1,927
| +7% | +$110K | 0.71% | 36 |
|
|
2022
Q3 | $1.71M | Buy |
28,347
+2,816
| +11% | +$170K | 0.8% | 24 |
|
|
2022
Q2 | $1.49M | Buy |
+25,531
| New | +$1.49M | 0.74% | 30 |
|