D.A. Davidson & Co’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
Q1 | – | Sell |
-15,969
| Closed | -$380K | – | 1404 |
|
|
2024
Q4 | $380K | Sell |
15,969
-378
| -2% | -$8.99K | ﹤0.01% | 1124 |
|
|
2024
Q3 | $328K | Sell |
16,347
-67
| -0.4% | -$1.35K | ﹤0.01% | 1157 |
|
|
2024
Q2 | $266K | Buy |
16,414
+2,370
| +17% | +$38.4K | ﹤0.01% | 1210 |
|
|
2024
Q1 | $236K | Buy |
+14,044
| New | +$236K | ﹤0.01% | 1252 |
|
|
2017
Q1 | – | Sell |
-6,930
| Closed | -$241K | – | 2340 |
|
|
2016
Q4 | $241K | Buy |
6,930
+452
| +7% | +$15.7K | 0.01% | 915 |
|
|
2016
Q3 | $161K | Buy |
6,478
+466
| +8% | +$11.6K | ﹤0.01% | 1033 |
|
|
2016
Q2 | $145K | Buy |
6,012
+602
| +11% | +$14.5K | ﹤0.01% | 960 |
|
|
2016
Q1 | $133K | Buy |
5,410
+664
| +14% | +$16.3K | ﹤0.01% | 1006 |
|
|
2015
Q4 | $126K | Hold |
4,746
| – | – | ﹤0.01% | 1026 |
|
|
2015
Q3 | $113K | Sell |
4,746
-134
| -3% | -$3.19K | ﹤0.01% | 1043 |
|
|
2015
Q2 | $124K | Hold |
4,880
| – | – | ﹤0.01% | 1058 |
|
|
2015
Q1 | $124K | Buy |
4,880
+118
| +2% | +$3K | ﹤0.01% | 1041 |
|
|
2014
Q4 | $125K | Hold |
4,762
| – | – | ﹤0.01% | 1035 |
|
|
2014
Q3 | $109K | Hold |
4,762
| – | – | ﹤0.01% | 1078 |
|
|
2014
Q2 | $108K | Hold |
4,762
| – | – | ﹤0.01% | 1103 |
|
|
2014
Q1 | $107K | Buy |
4,762
+686
| +17% | +$15.4K | ﹤0.01% | 1105 |
|
|
2013
Q4 | $88K | Buy |
4,076
+386
| +10% | +$8.33K | ﹤0.01% | 1116 |
|
|
2013
Q3 | $76K | Buy |
+3,690
| New | +$76K | ﹤0.01% | 997 |
|