LGT Financial Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-188
| Closed | -$19.2K | – | 357 |
|
|
2024
Q4 | $19.2K | Hold |
188
| – | – | 0.04% | 317 |
|
|
2024
Q3 | $19.5K | Hold |
188
| – | – | 0.05% | 288 |
|
|
2024
Q2 | $16.8K | Hold |
188
| – | – | 0.04% | 350 |
|
|
2024
Q1 | $16.5K | Hold |
188
| – | – | 0.02% | 399 |
|
|
2023
Q4 | $13.4K | Hold |
188
| – | – | 0.02% | 433 |
|
|
2023
Q3 | $13.1K | Buy |
+188
| New | +$13.1K | 0.02% | 428 |
|