Sound Financial Strategies Group’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 | $744K | Buy |
6,714
+94
| +1% | +$10.4K | 0.63% | 58 |
|
|
2025
Q1 | $824K | Sell |
6,620
-2,412
| -27% | -$300K | 0.74% | 25 |
|
|
2024
Q4 | $921K | Buy |
9,032
+718
| +9% | +$73.3K | 0.77% | 17 |
|
|
2024
Q3 | $861K | Sell |
8,314
-155
| -2% | -$16.1K | 0.69% | 21 |
|
|
2024
Q2 | $757K | Buy |
+8,469
| New | +$757K | 0.66% | 23 |
|
|
2022
Q2 | – | Sell |
-22,184
| Closed | -$1.6M | – | 49 |
|
|
2022
Q1 | $1.6M | Buy |
+22,184
| New | +$1.6M | 0.89% | 32 |
|