Nations Financial Group’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
52,672
-2,345
| -4% | -$646K | 1% | 15 |
|
|
2025
Q1 | $9.21M | Sell |
55,017
-125
| -0.2% | -$20.9K | 0.7% | 28 |
|
|
2024
Q4 | $12.8M | Sell |
55,142
-14,068
| -20% | -$3.26M | 0.94% | 14 |
|
|
2024
Q3 | $11.9M | Buy |
69,210
+9,680
| +16% | +$1.67M | 0.87% | 21 |
|
|
2024
Q2 | $9.56M | Buy |
59,530
+3,550
| +6% | +$570K | 0.78% | 21 |
|
|
2024
Q1 | $7.42M | Buy |
55,980
+3,300
| +6% | +$437K | 0.62% | 26 |
|
|
2023
Q4 | $5.88M | Sell |
52,680
-6,570
| -11% | -$733K | 0.54% | 30 |
|
|
2023
Q3 | $4.92M | Sell |
59,250
-7,100
| -11% | -$590K | 0.5% | 38 |
|
|
2023
Q2 | $5.76M | Buy |
66,350
+13,020
| +24% | +$1.13M | 0.57% | 30 |
|
|
2023
Q1 | $3.42M | Buy |
53,330
+2,900
| +6% | +$186K | 0.36% | 64 |
|
|
2022
Q4 | $2.82M | Buy |
50,430
+32,400
| +180% | +$1.81M | 0.32% | 76 |
|
|
2022
Q3 | $801K | Buy |
18,030
+420
| +2% | +$18.7K | 0.12% | 201 |
|
|
2022
Q2 | $856K | Sell |
17,610
-530
| -3% | -$25.8K | 0.11% | 211 |
|
|
2022
Q1 | $1.14M | Buy |
18,140
+5,370
| +42% | +$338K | 0.14% | 179 |
|
|
2021
Q4 | $850K | Sell |
12,770
-3,110
| -20% | -$207K | 0.11% | 191 |
|
|
2021
Q3 | $770K | Buy |
15,880
+560
| +4% | +$27.2K | 0.12% | 200 |
|
|
2021
Q2 | $731K | Buy |
15,320
+90
| +0.6% | +$4.29K | 0.12% | 201 |
|
|
2021
Q1 | $706K | Buy |
15,230
+3,150
| +26% | +$146K | 0.16% | 170 |
|
|
2020
Q4 | $529K | Buy |
12,080
+440
| +4% | +$19.3K | 0.14% | 184 |
|
|
2020
Q3 | $424K | Buy |
11,640
+5,090
| +78% | +$185K | 0.13% | 191 |
|
|
2020
Q2 | $207K | Buy |
+6,550
| New | +$207K | 0.07% | 254 |
|
|
2020
Q1 | – | Sell |
-7,870
| Closed | -$249K | – | 259 |
|
|
2019
Q4 | $249K | Buy |
+7,870
| New | +$249K | 0.09% | 259 |
|