HOUSE · AL-5 · 2011–2023

Mo Brooks portfolio

Mo Brooks represented AL in the House until 2023. Trades below come from filings made while in office. Mo Brooks has disclosed 150 trades (79 purchases, 71 sales); the latest was on Dec 8, 2022. Over the past year the disclosed stock holdings returned +8.5%, against +11.8% for the S&P 500.

RRepublicanParty

Former member of HouseRepresents AL

$1.3MEst. portfolio value

4 years agoLast trade

+8.5%1Y return, from filings

1M return+10.1%S&P 500 -0.3% · 7 positionsOn their trade dates: +9.9%

3M return+2.7%S&P 500 +1.7% · 7 positionsOn their trade dates: +2.8%

YTD return+9.6%S&P 500 +11.4% · 7 positionsOn their trade dates: +9.1%

1Y return+8.5%S&P 500 +11.8% · 7 positionsOn their trade dates: +8.1%

3Y return+51.9%S&P 500 +81.7% · 7 positionsOn their trade dates: +52.4%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $828K across 8 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Mo Brooks
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
BRK.BBerkshire Hathaway Inc. New	$362K	Mar 24, 2021Purchase	$61K–215K5 purchases	$207.75	+151.21%	$544.40	5
DUKP sP Duke Energy Corporation	$298K	Jan 22, 2021Purchase	$78K–295K8 purchases	$79.59	+58.25%	$127.35	8
DDominion Energy, Inc.	$106K	Sep 29, 2021Purchase	$60K–200K4 purchases	$81.01	-11.90%	$66.27	4
KOCoca-Cola Company	$18K	Sep 19, 2016Purchase	$1K–15K1 purchase	$42.10	+126.05%	$94.33	1
SOsouthern Company	$17K	Oct 1, 2015Purchase	$1K–15K1 purchase	$44.19	+109.20%	$93.64	1
AATCAutoscope Technologies Corporation	$9K	Jul 22, 2022Purchase	$1K–15K1 purchase	$5.00	+14.62%	$5.88	1
TaT&T Inc.	$9K	Oct 12, 2021Purchase	$1K–15K1 purchase	$19.21	+10.44%	$21.37	4
SDLPseadrill Partners llC Common unitsRepresenting limited liability Company Interests	$8K	Nov 3, 2014Purchase	$1K–15K1 purchase	No data	—	—	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.