Arete Wealth Advisors’s The Bancorp TBBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
9,360
+314
| +3% | +$17.9K | 0.04% | 390 |
|
|
2025
Q1 | $478K | Sell |
9,046
-539
| -6% | -$28.5K | 0.04% | 404 |
|
|
2024
Q4 | $508K | Buy |
9,585
+242
| +3% | +$12.8K | 0.04% | 406 |
|
|
2024
Q3 | $498K | Buy |
9,343
+66
| +0.7% | +$3.52K | 0.04% | 377 |
|
|
2024
Q2 | $349K | Buy |
+9,277
| New | +$349K | 0.03% | 497 |
|