Security Financial Services’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
5,164
+602
| +13% | +$166K | 0.25% | 63 |
|
|
2025
Q1 | $764K | Sell |
4,562
-10
| -0.2% | -$1.67K | 0.15% | 83 |
|
|
2024
Q4 | $1.06M | Buy |
4,572
+167
| +4% | +$38.7K | 0.22% | 70 |
|
|
2024
Q3 | $760K | Buy |
4,405
+155
| +4% | +$26.7K | 0.15% | 79 |
|
|
2024
Q2 | $682K | Buy |
4,250
+200
| +5% | +$32.1K | 0.15% | 86 |
|
|
2024
Q1 | $537K | Buy |
4,050
+50
| +1% | +$6.63K | 0.12% | 97 |
|
|
2023
Q4 | $447K | Buy |
4,000
+200
| +5% | +$22.3K | 0.11% | 100 |
|
|
2023
Q3 | $316K | Buy |
3,800
+140
| +4% | +$11.6K | 0.09% | 123 |
|
|
2023
Q2 | $317K | Buy |
+3,660
| New | +$317K | 0.09% | 115 |
|