D.A. Davidson & Co’s Bridgewater Bancshares BWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
12,900
| – | – | ﹤0.01% | 1353 |
|
|
2025
Q1 | $179K | Hold |
12,900
| – | – | ﹤0.01% | 1336 |
|
|
2024
Q4 | $174K | Hold |
12,900
| – | – | ﹤0.01% | 1352 |
|
|
2024
Q3 | $183K | Buy |
+12,900
| New | +$183K | ﹤0.01% | 1312 |
|
|
2024
Q2 | – | Sell |
-12,900
| Closed | -$150K | – | 1363 |
|
|
2024
Q1 | $150K | Hold |
12,900
| – | – | ﹤0.01% | 1318 |
|
|
2023
Q4 | $174K | Sell |
12,900
-1,320
| -9% | -$17.8K | ﹤0.01% | 1274 |
|
|
2023
Q3 | $135K | Sell |
14,220
-3,080
| -18% | -$29.2K | ﹤0.01% | 1258 |
|
|
2023
Q2 | $170K | Buy |
17,300
+1,900
| +12% | +$18.7K | ﹤0.01% | 1249 |
|
|
2023
Q1 | $167K | Buy |
+15,400
| New | +$167K | ﹤0.01% | 1249 |
|
|
2022
Q3 | – | Sell |
-10,400
| Closed | -$168K | – | 1277 |
|
|
2022
Q2 | $168K | Hold |
10,400
| – | – | ﹤0.01% | 1179 |
|
|
2022
Q1 | $173K | Buy |
+10,400
| New | +$173K | ﹤0.01% | 1220 |
|