RFG Advisory’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
44,101
-2,672
| -6% | -$737K | 0.29% | 57 |
|
|
2025
Q1 | $7.83M | Sell |
46,773
-820
| -2% | -$137K | 0.21% | 75 |
|
|
2024
Q4 | $11M | Buy |
47,593
+3,334
| +8% | +$773K | 0.31% | 51 |
|
|
2024
Q3 | $7.63M | Buy |
44,259
+6,609
| +18% | +$1.14M | 0.23% | 72 |
|
|
2024
Q2 | $6.04M | Buy |
37,650
+3,710
| +11% | +$596K | 0.2% | 86 |
|
|
2024
Q1 | $4.5M | Buy |
33,940
+4,460
| +15% | +$591K | 0.15% | 115 |
|
|
2023
Q4 | $3.29M | Sell |
29,480
-1,470
| -5% | -$164K | 0.13% | 129 |
|
|
2023
Q3 | $2.57M | Buy |
30,950
+3,440
| +13% | +$286K | 0.11% | 136 |
|
|
2023
Q2 | $2.39M | Sell |
27,510
-2,310
| -8% | -$200K | 0.11% | 144 |
|
|
2023
Q1 | $1.91M | Buy |
29,820
+1,160
| +4% | +$74.4K | 0.09% | 168 |
|
|
2022
Q4 | $1.71M | Buy |
28,660
+240
| +0.8% | +$14.3K | 0.09% | 174 |
|
|
2022
Q3 | $1.37M | Buy |
28,420
+3,560
| +14% | +$172K | 0.08% | 202 |
|
|
2022
Q2 | $1.37M | Buy |
24,860
+1,100
| +5% | +$60.7K | 0.08% | 187 |
|
|
2022
Q1 | $1.5M | Sell |
23,760
-240
| -1% | -$15.1K | 0.1% | 147 |
|
|
2021
Q4 | $1.6M | Sell |
24,000
-3,580
| -13% | -$238K | 0.11% | 137 |
|
|
2021
Q3 | $1.34M | Sell |
27,580
-4,780
| -15% | -$232K | 0.11% | 140 |
|
|
2021
Q2 | $1.54M | Buy |
32,360
+2,440
| +8% | +$116K | 0.14% | 118 |
|
|
2021
Q1 | $1.39M | Buy |
29,920
+530
| +2% | +$24.6K | 0.15% | 113 |
|
|
2020
Q4 | $1.31M | Sell |
29,390
-3,040
| -9% | -$136K | 0.17% | 114 |
|
|
2020
Q3 | $1.18M | Buy |
32,430
+1,500
| +5% | +$54.7K | 0.17% | 119 |
|
|
2020
Q2 | $976K | Buy |
30,930
+580
| +2% | +$18.3K | 0.15% | 127 |
|
|
2020
Q1 | $720K | Sell |
30,350
-7,190
| -19% | -$171K | 0.14% | 144 |
|
|
2019
Q4 | $1.19M | Buy |
37,540
+12,060
| +47% | +$381K | 0.2% | 95 |
|
|
2019
Q3 | $704K | Buy |
25,480
+2,850
| +13% | +$78.7K | 0.14% | 128 |
|
|
2019
Q2 | $652K | Buy |
22,630
+13,570
| +150% | +$391K | 0.15% | 130 |
|
|
2019
Q1 | $277K | Sell |
9,060
-8,280
| -48% | -$253K | 0.07% | 211 |
|
|
2018
Q4 | $441K | Buy |
+17,340
| New | +$441K | 0.11% | 144 |
|