Procyon 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 | $392K | Sell |
3,537
-19,867
| -85% | -$2.2M | 0.04% | 320 |
|
|
2025
Q1 | $2.91M | Buy |
23,404
+632
| +3% | +$78.6K | 0.18% | 124 |
|
|
2024
Q4 | $2.32M | Sell |
22,772
-1,297
| -5% | -$132K | 0.15% | 142 |
|
|
2024
Q3 | $2.49M | Sell |
24,069
-107
| -0.4% | -$11.1K | 0.17% | 130 |
|
|
2024
Q2 | $2.16M | Buy |
24,176
+2,123
| +10% | +$190K | 0.16% | 143 |
|
|
2024
Q1 | $1.93M | Buy |
22,053
+51
| +0.2% | +$4.47K | 0.15% | 153 |
|
|
2023
Q4 | $1.56M | Buy |
22,002
+630
| +3% | +$44.8K | 0.13% | 168 |
|
|
2023
Q3 | $1.49M | Buy |
21,372
+8,045
| +60% | +$562K | 0.15% | 150 |
|
|
2023
Q2 | $917K | Buy |
13,327
+4,766
| +56% | +$328K | 0.12% | 168 |
|
|
2023
Q1 | $492K | Hold |
8,561
| – | – | 0.08% | 223 |
|
|
2022
Q4 | $488K | Sell |
8,561
-449
| -5% | -$25.6K | 0.09% | 213 |
|
|
2022
Q3 | $545K | Hold |
9,010
| – | – | 0.13% | 150 |
|
|
2022
Q2 | $526K | Hold |
9,010
| – | – | 0.12% | 173 |
|
|
2022
Q1 | $651K | Hold |
9,010
| – | – | 0.13% | 143 |
|
|
2021
Q4 | $633K | Buy |
9,010
+3,577
| +66% | +$251K | 0.13% | 151 |
|
|
2021
Q3 | $301K | Hold |
5,433
| – | – | 0.08% | 230 |
|
|
2021
Q2 | $289K | Hold |
5,433
| – | – | 0.08% | 227 |
|
|
2021
Q1 | $248K | Hold |
5,433
| – | – | 0.11% | 205 |
|
|
2020
Q4 | $258K | Hold |
5,433
| – | – | 0.13% | 182 |
|
|
2020
Q3 | $246K | Hold |
5,433
| – | – | 0.14% | 165 |
|
|
2020
Q2 | $221K | Buy |
5,433
+1,336
| +33% | +$54.3K | 0.12% | 170 |
|
|
2020
Q1 | $148K | Buy |
+4,097
| New | +$148K | 0.1% | 191 |
|