Ancora Advisors’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-48,493
| Closed | -$479K | – | 2546 |
|
|
2025
Q4 | $479K | Sell |
48,493
-59,104
| -55% | -$570K | 0.01% | 555 |
|
|
2025
Q3 | $1.06M | Sell |
107,597
-1,946
| -2% | -$16.6K | 0.02% | 412 |
|
|
2025
Q2 | $951K | Hold |
109,543
| – | – | 0.02% | 416 |
|
|
2025
Q1 | $1.02M | Buy |
109,543
+600
| +0.6% | +$6.18K | 0.02% | 388 |
|
|
2024
Q4 | $1.1M | Sell |
108,943
-380
| -0.3% | -$4.76K | 0.02% | 370 |
|
|
2024
Q3 | $1.42M | Hold |
109,323
| – | – | 0.03% | 331 |
|
|
2024
Q2 | $1.57M | Buy |
109,323
+9,495
| +10% | +$156K | 0.04% | 305 |
|
|
2024
Q1 | $1.73M | Sell |
99,828
-26,557
| -21% | -$383K | 0.04% | 296 |
|
|
2023
Q4 | $1.71M | Sell |
126,385
-17,229
| -12% | -$237K | 0.04% | 294 |
|
|
2023
Q3 | $1.85M | Hold |
143,614
| – | – | 0.05% | 264 |
|
|
2023
Q2 | $1.87M | Hold |
143,614
| – | – | 0.05% | 255 |
|
|
2023
Q1 | $1.77M | Buy |
143,614
+22,370
| +18% | +$239K | 0.05% | 264 |
|
|
2022
Q4 | $1.05M | Buy |
121,244
+48,704
| +67% | +$513K | 0.03% | 349 |
|
|
2022
Q3 | $753K | Buy |
72,540
+43,427
| +149% | +$574K | 0.02% | 407 |
|
|
2022
Q2 | $382K | Buy |
29,113
+28,563
| +5,193% | +$414K | 0.01% | 591 |
|
|
2022
Q1 | $8K | Hold |
550
| – | – | ﹤0.01% | 1808 |
|
|
2021
Q4 | $10K | Hold |
550
| – | – | ﹤0.01% | 1802 |
|
|
2021
Q3 | $11K | Hold |
550
| – | – | ﹤0.01% | 1655 |
|
|
2021
Q2 | $19K | Hold |
550
| – | – | ﹤0.01% | 1369 |
|
|
2021
Q1 | $10K | Hold |
550
| – | – | ﹤0.01% | 1450 |
|
|
2020
Q4 | $10K | Buy |
+550
| New | +$9.1K | ﹤0.01% | 1205 |
|
Other funds holding SWBI
VCM
