Ancora Advisors’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Hold |
109,543
| – | – | 0.02% | 409 |
|
|
2025
Q1 | $1.02M | Buy |
109,543
+600
| +0.6% | +$5.59K | 0.02% | 382 |
|
|
2024
Q4 | $1.1M | Sell |
108,943
-380
| -0.3% | -$3.84K | 0.02% | 368 |
|
|
2024
Q3 | $1.42M | Hold |
109,323
| – | – | 0.03% | 328 |
|
|
2024
Q2 | $1.57M | Buy |
109,323
+9,495
| +10% | +$136K | 0.04% | 301 |
|
|
2024
Q1 | $1.73M | Sell |
99,828
-26,557
| -21% | -$461K | 0.04% | 291 |
|
|
2023
Q4 | $1.71M | Sell |
126,385
-17,229
| -12% | -$234K | 0.04% | 288 |
|
|
2023
Q3 | $1.85M | Hold |
143,614
| – | – | 0.05% | 258 |
|
|
2023
Q2 | $1.87M | Hold |
143,614
| – | – | 0.05% | 252 |
|
|
2023
Q1 | $1.77M | Buy |
143,614
+22,370
| +18% | +$275K | 0.05% | 261 |
|
|
2022
Q4 | $1.05M | Buy |
121,244
+48,704
| +67% | +$423K | 0.03% | 343 |
|
|
2022
Q3 | $753K | Buy |
72,540
+43,427
| +149% | +$451K | 0.02% | 393 |
|
|
2022
Q2 | $382K | Buy |
29,113
+28,563
| +5,193% | +$375K | 0.01% | 570 |
|
|
2022
Q1 | $8K | Hold |
550
| – | – | ﹤0.01% | 1772 |
|
|
2021
Q4 | $10K | Hold |
550
| – | – | ﹤0.01% | 1786 |
|
|
2021
Q3 | $11K | Hold |
550
| – | – | ﹤0.01% | 1631 |
|
|
2021
Q2 | $19K | Hold |
550
| – | – | ﹤0.01% | 1345 |
|
|
2021
Q1 | $10K | Hold |
550
| – | – | ﹤0.01% | 1418 |
|
|
2020
Q4 | $10K | Buy |
+550
| New | +$10K | ﹤0.01% | 1182 |
|