Lido 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
Q2 | $2.08M | Buy |
18,751
+12,354
| +193% | +$1.37M | 0.01% | 533 |
|
|
2025
Q1 | $796K | Buy |
6,397
+1,707
| +36% | +$212K | ﹤0.01% | 809 |
|
|
2024
Q4 | $479K | Buy |
4,690
+120
| +3% | +$12.2K | ﹤0.01% | 934 |
|
|
2024
Q3 | $474K | Sell |
4,570
-85
| -2% | -$8.81K | ﹤0.01% | 881 |
|
|
2024
Q2 | $416K | Buy |
4,655
+222
| +5% | +$19.9K | ﹤0.01% | 894 |
|
|
2024
Q1 | $388K | Buy |
4,433
+1,519
| +52% | +$133K | ﹤0.01% | 886 |
|
|
2023
Q4 | $207K | Sell |
2,914
-28,340
| -91% | -$2.02M | ﹤0.01% | 1085 |
|
|
2023
Q3 | $2.18M | Buy |
+31,254
| New | +$2.18M | 0.02% | 336 |
|