CAPTRUST Financial Advisors’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Buy |
16,737
+85
| +0.5% | +$3.06K | ﹤0.01% | 1618 |
|
|
2025
Q1 | $503K | Buy |
16,652
+165
| +1% | +$4.98K | ﹤0.01% | 1635 |
|
|
2024
Q4 | $514K | Buy |
16,487
+3
| +0% | +$93 | ﹤0.01% | 1590 |
|
|
2024
Q3 | $494K | Sell |
16,484
-38
| -0.2% | -$1.14K | ﹤0.01% | 1575 |
|
|
2024
Q2 | $419K | Sell |
16,522
-190
| -1% | -$4.82K | ﹤0.01% | 1595 |
|
|
2024
Q1 | $434K | Sell |
16,712
-411
| -2% | -$10.7K | ﹤0.01% | 1562 |
|
|
2023
Q4 | $517K | Sell |
17,123
-526
| -3% | -$15.9K | ﹤0.01% | 1716 |
|
|
2023
Q3 | $428K | Buy |
17,649
+846
| +5% | +$20.5K | ﹤0.01% | 1744 |
|
|
2023
Q2 | $410K | Sell |
16,803
-132
| -0.8% | -$3.22K | ﹤0.01% | 1741 |
|
|
2023
Q1 | $421K | Buy |
16,935
+217
| +1% | +$5.4K | ﹤0.01% | 1499 |
|
|
2022
Q4 | $492K | Buy |
16,718
+155
| +0.9% | +$4.56K | ﹤0.01% | 1341 |
|
|
2022
Q3 | $482K | Hold |
16,563
| – | – | ﹤0.01% | 1268 |
|
|
2022
Q2 | $514K | Hold |
16,563
| – | – | ﹤0.01% | 1132 |
|
|
2022
Q1 | $560K | Hold |
16,563
| – | – | ﹤0.01% | 1097 |
|
|
2021
Q4 | $544K | Hold |
16,563
| – | – | ﹤0.01% | 1075 |
|
|
2021
Q3 | $487K | Buy |
+16,563
| New | +$487K | ﹤0.01% | 1047 |
|