Resonant Capital 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 | $1.11M | Buy |
10,036
+646
| +7% | +$71.6K | 0.07% | 150 |
|
|
2025
Q1 | $1.17M | Buy |
9,390
+54
| +0.6% | +$6.72K | 0.08% | 141 |
|
|
2024
Q4 | $952K | Buy |
9,336
+51
| +0.5% | +$5.2K | 0.07% | 152 |
|
|
2024
Q3 | $962K | Sell |
9,285
-857
| -8% | -$88.8K | 0.07% | 157 |
|
|
2024
Q2 | $907K | Buy |
10,142
+448
| +5% | +$40.1K | 0.07% | 151 |
|
|
2024
Q1 | $849K | Sell |
9,694
-76
| -0.8% | -$6.65K | 0.07% | 162 |
|
|
2023
Q4 | $695K | Sell |
9,770
-1,925
| -16% | -$137K | 0.07% | 162 |
|
|
2023
Q3 | $817K | Buy |
11,695
+98
| +0.8% | +$6.84K | 0.09% | 136 |
|
|
2023
Q2 | $798K | Sell |
11,597
-260
| -2% | -$17.9K | 0.09% | 133 |
|
|
2023
Q1 | $681K | Sell |
11,857
-114
| -1% | -$6.55K | 0.08% | 145 |
|
|
2022
Q4 | $682K | Buy |
11,971
+308
| +3% | +$17.5K | 0.09% | 141 |
|
|
2022
Q3 | $705K | Sell |
11,663
-40
| -0.3% | -$2.42K | 0.11% | 121 |
|
|
2022
Q2 | $683K | Buy |
11,703
+445
| +4% | +$26K | 0.11% | 124 |
|
|
2022
Q1 | $817K | Buy |
11,258
+682
| +6% | +$49.5K | 0.12% | 105 |
|
|
2021
Q4 | $743K | Buy |
10,576
+364
| +4% | +$25.6K | 0.11% | 102 |
|
|
2021
Q3 | $566K | Buy |
10,212
+1,521
| +18% | +$84.3K | 0.1% | 117 |
|
|
2021
Q2 | $462K | Sell |
8,691
-127
| -1% | -$6.75K | 0.09% | 119 |
|
|
2021
Q1 | $403K | Sell |
8,818
-217
| -2% | -$9.92K | 0.08% | 121 |
|
|
2020
Q4 | $428K | Buy |
9,035
+198
| +2% | +$9.38K | 0.1% | 115 |
|
|
2020
Q3 | $400K | Sell |
8,837
-1,309
| -13% | -$59.3K | 0.11% | 102 |
|
|
2020
Q2 | $414K | Sell |
10,146
-8,090
| -44% | -$330K | 0.12% | 118 |
|
|
2020
Q1 | $661K | Sell |
18,236
-2,040
| -10% | -$73.9K | 0.24% | 109 |
|
|
2019
Q4 | $800K | Buy |
+20,276
| New | +$800K | 0.25% | 115 |
|