Raymond James Financial Services Advisors’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.43M | Buy |
71,718
+7,395
| +11% | +$766K | 0.01% | 1014 |
|
|
2024
Q2 | $5.75M | Buy |
64,323
+18,462
| +40% | +$1.65M | 0.01% | 1092 |
|
|
2024
Q1 | $4.01M | Buy |
45,861
+9,653
| +27% | +$845K | 0.01% | 1257 |
|
|
2023
Q4 | $2.57M | Sell |
36,208
-914
| -2% | -$65K | ﹤0.01% | 1436 |
|
|
2023
Q3 | $2.59M | Buy |
37,122
+3,360
| +10% | +$235K | ﹤0.01% | 1364 |
|
|
2023
Q2 | $2.32M | Buy |
33,762
+1,075
| +3% | +$74K | ﹤0.01% | 1425 |
|
|
2023
Q1 | $1.88M | Sell |
32,687
-1,241
| -4% | -$71.3K | ﹤0.01% | 1523 |
|
|
2022
Q4 | $1.93M | Buy |
33,928
+918
| +3% | +$52.3K | ﹤0.01% | 1459 |
|
|
2022
Q3 | $2M | Buy |
33,010
+419
| +1% | +$25.3K | ﹤0.01% | 1425 |
|
|
2022
Q2 | $1.9M | Sell |
32,591
-7,066
| -18% | -$412K | ﹤0.01% | 1466 |
|
|
2022
Q1 | $2.87M | Sell |
39,657
-11,520
| -23% | -$833K | 0.01% | 1297 |
|
|
2021
Q4 | $3.6M | Buy |
51,177
+2,595
| +5% | +$182K | 0.01% | 1186 |
|
|
2021
Q3 | $2.69M | Buy |
48,582
+6,093
| +14% | +$338K | 0.01% | 1311 |
|
|
2021
Q2 | $2.26M | Buy |
42,489
+2,099
| +5% | +$112K | ﹤0.01% | 1400 |
|
|
2021
Q1 | $1.85M | Buy |
40,390
+1,342
| +3% | +$61.3K | ﹤0.01% | 1452 |
|
|
2020
Q4 | $1.85M | Sell |
39,048
-530
| -1% | -$25.1K | ﹤0.01% | 1345 |
|
|
2020
Q3 | $1.79M | Buy |
39,578
+363
| +0.9% | +$16.4K | 0.01% | 1227 |
|
|
2020
Q2 | $1.6M | Sell |
39,215
-1,826
| -4% | -$74.4K | 0.01% | 1214 |
|
|
2020
Q1 | $1.49M | Sell |
41,041
-835
| -2% | -$30.3K | 0.01% | 1030 |
|
|
2019
Q4 | $1.65M | Sell |
41,876
-8,343
| -17% | -$329K | 0.01% | 1262 |
|
|
2019
Q3 | $1.81M | Buy |
50,219
+11,768
| +31% | +$424K | 0.01% | 1153 |
|
|
2019
Q2 | $1.29M | Buy |
38,451
+8,269
| +27% | +$277K | ﹤0.01% | 1356 |
|
|
2019
Q1 | $891K | Buy |
30,182
+16,775
| +125% | +$495K | ﹤0.01% | 1522 |
|
|
2018
Q4 | $370K | Sell |
13,407
-270
| -2% | -$7.45K | ﹤0.01% | 1860 |
|
|
2018
Q3 | $404K | Sell |
13,677
-1,123
| -8% | -$33.2K | ﹤0.01% | 2081 |
|
|
2018
Q2 | $410K | Buy |
14,800
+2,946
| +25% | +$81.6K | ﹤0.01% | 2006 |
|
|
2018
Q1 | $302K | Sell |
11,854
-1,524
| -11% | -$38.8K | ﹤0.01% | 2025 |
|
|
2017
Q4 | $344K | Sell |
13,378
-18,268
| -58% | -$470K | ﹤0.01% | 1943 |
|
|
2017
Q3 | $762K | Buy |
31,646
+4,270
| +16% | +$103K | ﹤0.01% | 1473 |
|
|
2017
Q2 | $590K | Buy |
+27,376
| New | +$590K | ﹤0.01% | 1588 |
|