Dimensional Fund 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 | $10.9M | Buy |
302,303
+9,010
| +3% | +$325K | ﹤0.01% | 2249 |
|
|
2025
Q1 | $8.85M | Buy |
293,293
+4,422
| +2% | +$133K | ﹤0.01% | 2302 |
|
|
2024
Q4 | $9M | Buy |
288,871
+7,363
| +3% | +$229K | ﹤0.01% | 2349 |
|
|
2024
Q3 | $8.43M | Buy |
281,508
+1,641
| +0.6% | +$49.1K | ﹤0.01% | 2368 |
|
|
2024
Q2 | $7.1M | Buy |
279,867
+755
| +0.3% | +$19.2K | ﹤0.01% | 2382 |
|
|
2024
Q1 | $7.24M | Buy |
279,112
+10,388
| +4% | +$269K | ﹤0.01% | 2445 |
|
|
2023
Q4 | $8.11M | Buy |
268,724
+9,546
| +4% | +$288K | ﹤0.01% | 2402 |
|
|
2023
Q3 | $6.29M | Sell |
259,178
-3,565
| -1% | -$86.5K | ﹤0.01% | 2455 |
|
|
2023
Q2 | $6.41M | Buy |
262,743
+6,846
| +3% | +$167K | ﹤0.01% | 2444 |
|
|
2023
Q1 | $6.36M | Buy |
255,897
+9,065
| +4% | +$225K | ﹤0.01% | 2408 |
|
|
2022
Q4 | $7.26K | Buy |
246,832
+271
| +0.1% | +$8 | ﹤0.01% | 2334 |
|
|
2022
Q3 | $7.18M | Buy |
246,561
+13,843
| +6% | +$403K | ﹤0.01% | 2294 |
|
|
2022
Q2 | $7.23M | Buy |
232,718
+21,114
| +10% | +$656K | ﹤0.01% | 2334 |
|
|
2022
Q1 | $7.16M | Buy |
211,604
+7,058
| +3% | +$239K | ﹤0.01% | 2420 |
|
|
2021
Q4 | $6.72M | Buy |
204,546
+5,605
| +3% | +$184K | ﹤0.01% | 2468 |
|
|
2021
Q3 | $5.86M | Buy |
198,941
+11,358
| +6% | +$334K | ﹤0.01% | 2539 |
|
|
2021
Q2 | $5.19M | Buy |
187,583
+18,042
| +11% | +$499K | ﹤0.01% | 2598 |
|
|
2021
Q1 | $4.57M | Buy |
169,541
+4,509
| +3% | +$122K | ﹤0.01% | 2614 |
|
|
2020
Q4 | $3.23M | Buy |
165,032
+4,380
| +3% | +$85.6K | ﹤0.01% | 2677 |
|
|
2020
Q3 | $2.27M | Hold |
160,652
| – | – | ﹤0.01% | 2706 |
|
|
2020
Q2 | $2.55M | Buy |
160,652
+3,674
| +2% | +$58.4K | ﹤0.01% | 2681 |
|
|
2020
Q1 | $2.4M | Buy |
156,978
+12,488
| +9% | +$191K | ﹤0.01% | 2661 |
|
|
2019
Q4 | $4.17M | Buy |
144,490
+8,939
| +7% | +$258K | ﹤0.01% | 2669 |
|
|
2019
Q3 | $3.73M | Buy |
135,551
+3,685
| +3% | +$101K | ﹤0.01% | 2697 |
|
|
2019
Q2 | $3.79M | Buy |
131,866
+10,120
| +8% | +$290K | ﹤0.01% | 2729 |
|
|
2019
Q1 | $3.55M | Buy |
121,746
+22,357
| +22% | +$652K | ﹤0.01% | 2752 |
|
|
2018
Q4 | $2.85M | Buy |
99,389
+22,973
| +30% | +$659K | ﹤0.01% | 2758 |
|
|
2018
Q3 | $2.4M | Buy |
76,416
+10,752
| +16% | +$337K | ﹤0.01% | 2876 |
|
|
2018
Q2 | $2.11M | Buy |
65,664
+17,672
| +37% | +$568K | ﹤0.01% | 2878 |
|
|
2018
Q1 | $1.55M | Buy |
47,992
+15,543
| +48% | +$502K | ﹤0.01% | 2911 |
|
|
2017
Q4 | $1.12M | Buy |
32,449
+14,999
| +86% | +$515K | ﹤0.01% | 2975 |
|
|
2017
Q3 | $645K | Buy |
17,450
+9,176
| +111% | +$339K | ﹤0.01% | 3072 |
|
|
2017
Q2 | $258K | Buy |
+8,274
| New | +$258K | ﹤0.01% | 3180 |
|