EverSource Wealth Advisors’s The Bancorp TBBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2K | Buy |
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|
2025
Q1 | $7.24K | Sell |
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|
2024
Q4 | $199K | Buy |
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|
2024
Q3 | $180K | Buy |
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|
2024
Q2 | $161K | Buy |
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|
2024
Q1 | $49.1K | Buy |
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|
2023
Q4 | $14.2K | Buy |
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|
2023
Q3 | $3.9K | Hold |
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|
2023
Q2 | $3.69K | Hold |
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|
2023
Q1 | $3.15K | Hold |
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|
2022
Q4 | $3.21K | Hold |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Buy |
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