Sowell Financial Services’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 | $624K | Sell |
5,626
-90
| -2% | -$9.98K | 0.03% | 550 |
|
|
2025
Q1 | $711K | Buy |
+5,716
| New | +$711K | 0.03% | 493 |
|
|
2021
Q2 | – | Sell |
-1,256
| Closed | -$67K | – | 821 |
|
|
2021
Q1 | $67K | Buy |
1,256
+1,074
| +590% | +$57.3K | ﹤0.01% | 1531 |
|
|
2020
Q4 | $9K | Sell |
182
-206
| -53% | -$10.2K | ﹤0.01% | 2052 |
|
|
2020
Q3 | $18K | Sell |
388
-4,464
| -92% | -$207K | ﹤0.01% | 1595 |
|
|
2020
Q2 | $198K | Buy |
4,852
+4,718
| +3,521% | +$193K | 0.01% | 725 |
|
|
2020
Q1 | $5K | Sell |
134
-317
| -70% | -$11.8K | ﹤0.01% | 1805 |
|
|
2019
Q4 | $18K | Sell |
451
-57
| -11% | -$2.28K | ﹤0.01% | 1465 |
|
|
2019
Q3 | $18K | Buy |
+508
| New | +$18K | ﹤0.01% | 1312 |
|