Zions Bancorporation’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-76	Closed	-$6.65K	–	930
2024 Q1	$6.65K	Hold	76	–	–	﹤0.01%	719
2023 Q4	$5.4K	Hold	76	–	–	﹤0.01%	739
2023 Q3	$5.31K	Hold	76	–	–	﹤0.01%	721
2023 Q2	$5.23K	Hold	76	–	–	﹤0.01%	721
2023 Q1	$4.36K	Sell	76 -19	-20%	-$1.09K	﹤0.01%	751
2022 Q4	$5.41K	Hold	95	–	–	﹤0.01%	837
2022 Q3	$6K	Hold	95	–	–	﹤0.01%	752
2022 Q2	$6K	Buy	95 +12	+14%	+$758	﹤0.01%	811
2022 Q1	$6K	Buy	83 +7	+9%	+$506	﹤0.01%	912
2021 Q4	$5K	Hold	76	–	–	﹤0.01%	840
2021 Q3	$4K	Hold	76	–	–	﹤0.01%	845
2021 Q2	$4K	Hold	76	–	–	﹤0.01%	846
2021 Q1	$3K	Hold	76	–	–	﹤0.01%	847
2020 Q4	$4K	Hold	76	–	–	﹤0.01%	806
2020 Q3	$3K	Hold	76	–	–	﹤0.01%	880
2020 Q2	$3K	Hold	76	–	–	﹤0.01%	796
2020 Q1	$3K	Hold	76	–	–	﹤0.01%	754
2019 Q4	$3K	Hold	76	–	–	﹤0.01%	839
2019 Q3	$3K	Hold	76	–	–	﹤0.01%	829
2019 Q2	$3K	Hold	76	–	–	﹤0.01%	770
2019 Q1	$2K	Buy	+76	New	+$2K	﹤0.01%	833
2018 Q2	–	Sell	-76	Closed	-$2K	–	471
2018 Q1	$2K	Hold	76	–	–	﹤0.01%	486
2017 Q4	$2K	Hold	76	–	–	﹤0.01%	547
2017 Q3	$2K	Buy	+76	New	+$2K	﹤0.01%	999
2017 Q1	–	Sell	-76	Closed	-$2K	–	736
2016 Q4	$2K	Hold	76	–	–	﹤0.01%	740
2016 Q3	$1K	Hold	76	–	–	﹤0.01%	773
2016 Q2	$1K	Hold	76	–	–	﹤0.01%	755
2016 Q1	$1K	Hold	76	–	–	﹤0.01%	813
2015 Q4	$1K	Hold	76	–	–	﹤0.01%	772
2015 Q3	$1K	Buy	+76	New	+$1K	﹤0.01%	785
2015 Q2	–	Sell	-76	Closed	-$1K	–	323
2015 Q1	$1K	Buy	+76	New	+$1K	﹤0.01%	856