Allworth Financial’s Bank of Marin Bancorp BMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.3K | Buy |
4,041
+171
| +4% | +$3.91K | ﹤0.01% | 1584 |
|
|
2025
Q1 | $81.4K | Buy |
3,870
+18
| +0.5% | +$379 | ﹤0.01% | 1325 |
|
|
2024
Q4 | $89.9K | Buy |
3,852
+16
| +0.4% | +$373 | ﹤0.01% | 1312 |
|
|
2024
Q3 | $77.1K | Buy |
3,836
+85
| +2% | +$1.71K | ﹤0.01% | 1200 |
|
|
2024
Q2 | $76.9K | Buy |
3,751
+16
| +0.4% | +$328 | ﹤0.01% | 1179 |
|
|
2024
Q1 | $62.6K | Buy |
3,735
+15
| +0.4% | +$252 | ﹤0.01% | 1211 |
|
|
2023
Q4 | $81.9K | Buy |
3,720
+13
| +0.4% | +$286 | ﹤0.01% | 1018 |
|
|
2023
Q3 | $67.8K | Sell |
3,707
-3
| -0.1% | -$55 | ﹤0.01% | 1014 |
|
|
2023
Q2 | $65.6K | Sell |
3,710
-110
| -3% | -$1.94K | ﹤0.01% | 1039 |
|
|
2023
Q1 | $83.6K | Buy |
3,820
+149
| +4% | +$3.26K | ﹤0.01% | 911 |
|
|
2022
Q4 | $121K | Buy |
3,671
+7
| +0.2% | +$230 | ﹤0.01% | 763 |
|
|
2022
Q3 | $110K | Buy |
3,664
+7
| +0.2% | +$210 | ﹤0.01% | 741 |
|
|
2022
Q2 | $116K | Buy |
3,657
+7
| +0.2% | +$222 | ﹤0.01% | 680 |
|
|
2022
Q1 | $128K | Buy |
3,650
+7
| +0.2% | +$245 | ﹤0.01% | 662 |
|
|
2021
Q4 | $136K | Buy |
3,643
+5
| +0.1% | +$187 | ﹤0.01% | 615 |
|
|
2021
Q3 | $137K | Buy |
3,638
+2,707
| +291% | +$102K | ﹤0.01% | 559 |
|
|
2021
Q2 | $30K | Buy |
931
+6
| +0.6% | +$193 | ﹤0.01% | 743 |
|
|
2021
Q1 | $36K | Buy |
925
+6
| +0.7% | +$234 | ﹤0.01% | 636 |
|
|
2020
Q4 | $32K | Buy |
919
+6
| +0.7% | +$209 | ﹤0.01% | 554 |
|
|
2020
Q3 | $26K | Buy |
913
+6
| +0.7% | +$171 | ﹤0.01% | 526 |
|
|
2020
Q2 | $30K | Buy |
907
+7
| +0.8% | +$232 | ﹤0.01% | 499 |
|
|
2020
Q1 | $27K | Hold |
900
| – | – | ﹤0.01% | 505 |
|
|
2019
Q4 | $41K | Hold |
900
| – | – | ﹤0.01% | 397 |
|
|
2019
Q3 | $37K | Hold |
900
| – | – | ﹤0.01% | 369 |
|
|
2019
Q2 | $37K | Hold |
900
| – | – | ﹤0.01% | 370 |
|
|
2019
Q1 | $37K | Buy |
+900
| New | +$37K | ﹤0.01% | 358 |
|