Cerity Partners’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 | $1.55M | Sell |
27,246
-204
| -0.7% | -$11.6K | ﹤0.01% | 1331 |
|
|
2025
Q1 | $1.45M | Buy |
27,450
+2,912
| +12% | +$154K | ﹤0.01% | 1260 |
|
|
2024
Q4 | $1.29M | Sell |
24,538
-1,366
| -5% | -$72K | ﹤0.01% | 1304 |
|
|
2024
Q3 | $1.39M | Buy |
25,904
+1,913
| +8% | +$102K | ﹤0.01% | 1264 |
|
|
2024
Q2 | $906K | Buy |
23,991
+128
| +0.5% | +$4.83K | ﹤0.01% | 1266 |
|
|
2024
Q1 | $797K | Buy |
+23,863
| New | +$797K | ﹤0.01% | 1377 |
|