EverSource Wealth Advisors’s The Bancorp TBBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2K | Buy |
214
+77
| +56% | +$4.39K | ﹤0.01% | 2666 |
|
|
2025
Q1 | $7.24K | Sell |
137
-3,644
| -96% | -$193K | ﹤0.01% | 2299 |
|
|
2024
Q4 | $199K | Buy |
3,781
+420
| +12% | +$22.1K | 0.01% | 656 |
|
|
2024
Q3 | $180K | Buy |
3,361
+251
| +8% | +$13.4K | 0.01% | 595 |
|
|
2024
Q2 | $161K | Buy |
3,110
+1,470
| +90% | +$76.2K | 0.01% | 633 |
|
|
2024
Q1 | $49.1K | Buy |
1,640
+1,272
| +346% | +$38.1K | ﹤0.01% | 989 |
|
|
2023
Q4 | $14.2K | Buy |
368
+255
| +226% | +$9.83K | ﹤0.01% | 1406 |
|
|
2023
Q3 | $3.9K | Hold |
113
| – | – | ﹤0.01% | 1803 |
|
|
2023
Q2 | $3.69K | Hold |
113
| – | – | ﹤0.01% | 1845 |
|
|
2023
Q1 | $3.15K | Hold |
113
| – | – | ﹤0.01% | 1801 |
|
|
2022
Q4 | $3.21K | Hold |
113
| – | – | ﹤0.01% | 1760 |
|
|
2022
Q3 | $2K | Buy |
+113
| New | +$2K | ﹤0.01% | 1726 |
|
|
2022
Q2 | – | Sell |
-51
| Closed | -$1K | – | 1887 |
|
|
2022
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 1667 |
|
|
2021
Q4 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 1727 |
|