Bank of America’s TWFG, Inc. Common Stock TWFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.77M	Buy	50,618 +37,546	+287%	+$1.31M	﹤0.01%	4098
2025 Q1	$404K	Buy	13,072 +9,238	+241%	+$286K	﹤0.01%	4841
2024 Q4	$118K	Sell	3,834 -8,999	-70%	-$277K	﹤0.01%	5456
2024 Q3	$348K	Buy	+12,833	New	+$348K	﹤0.01%	4874