Parkside Financial Bank & Trust’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60.3K | Buy |
924
+99
| +12% | +$7.14K | ﹤0.01% | 884 |
|
|
2025
Q4 | $65.8K | Sell |
825
-37
| -4% | -$3.09K | ﹤0.01% | 858 |
|
|
2025
Q3 | $80.8K | Buy |
862
+79
| +10% | +$7.7K | 0.01% | 743 |
|
|
2025
Q2 | $86.8K | Buy |
783
+9
| +1% | +$1.01K | 0.01% | 707 |
|
|
2025
Q1 | $96.3K | Sell |
774
-3
| -0.4% | -$335 | 0.01% | 595 |
|
|
2024
Q4 | $79.3K | Sell |
777
-12
| -2% | -$1.28K | 0.01% | 660 |
|
|
2024
Q3 | $81.7K | Sell |
789
-174
| -18% | -$17.3K | 0.01% | 612 |
|
|
2024
Q2 | $86.1K | Buy |
963
+170
| +21% | +$14.8K | 0.01% | 563 |
|
|
2024
Q1 | $69.4K | Buy |
793
+159
| +25% | +$12.8K | 0.01% | 637 |
|
|
2023
Q4 | $45.1K | Sell |
634
-103
| -14% | -$7.36K | 0.01% | 723 |
|
|
2023
Q3 | $51.5K | Buy |
737
+26
| +4% | +$1.85K | 0.01% | 604 |
|
|
2023
Q2 | $48.9K | Buy |
711
+13
| +2% | +$827 | 0.01% | 621 |
|
|
2023
Q1 | $40.1K | Sell |
698
-207
| -23% | -$11.9K | 0.01% | 665 |
|
|
2022
Q4 | $51.6K | Buy |
905
+391
| +76% | +$22.9K | 0.01% | 555 |
|
|
2022
Q3 | $31K | Buy |
514
+15
| +3% | +$944 | 0.01% | 650 |
|
|
2022
Q2 | $29K | Buy |
499
+360
| +259% | +$22.1K | 0.01% | 701 |
|
|
2022
Q1 | $10K | Buy |
139
+38
| +38% | +$2.55K | ﹤0.01% | 1015 |
|
|
2021
Q4 | $7K | Hold |
101
| – | – | ﹤0.01% | 1146 |
|
|
2021
Q3 | $6K | Buy |
101
+24
| +31% | +$1.34K | ﹤0.01% | 1147 |
|
|
2021
Q2 | $4K | Buy |
77
+6
| +8% | +$309 | ﹤0.01% | 1298 |
|
|
2021
Q1 | $3K | Buy |
71
+4
| +6% | +$184 | ﹤0.01% | 1351 |
|
|
2020
Q4 | $3K | Buy |
67
+30
| +81% | +$1.38K | ﹤0.01% | 1274 |
|
|
2020
Q3 | $1K | Buy |
+37
| New | +$1.65K | ﹤0.01% | 1290 |
|
Other funds holding BRO
VCM
VPM