Caldwell Sutter Capital’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 | $466K | Hold |
20,390
| – | – | 0.21% | 117 |
|
|
2025
Q1 | $450K | Hold |
20,390
| – | – | 0.21% | 119 |
|
|
2024
Q4 | $485K | Sell |
20,390
-3,400
| -14% | -$80.8K | 0.23% | 113 |
|
|
2024
Q3 | $478K | Buy |
23,790
+230
| +1% | +$4.62K | 0.22% | 119 |
|
|
2024
Q2 | $381K | Sell |
23,560
-3,384
| -13% | -$54.8K | 0.19% | 129 |
|
|
2024
Q1 | $452K | Sell |
26,944
-1,104
| -4% | -$18.5K | 0.22% | 118 |
|
|
2023
Q4 | $618K | Hold |
28,048
| – | – | 0.31% | 90 |
|
|
2023
Q3 | $513K | Hold |
28,048
| – | – | 0.28% | 95 |
|
|
2023
Q2 | $496K | Hold |
28,048
| – | – | 0.26% | 93 |
|
|
2023
Q1 | $614K | Hold |
28,048
| – | – | 0.45% | 57 |
|
|
2022
Q4 | $922K | Buy |
+28,048
| New | +$922K | 0.81% | 38 |
|