Fiduciary Group’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Buy |
29,555
+3,201
| +12% | +$64.2K | 0.06% | 185 |
|
|
2025
Q1 | $521K | Buy |
26,354
+3,015
| +13% | +$59.6K | 0.05% | 192 |
|
|
2024
Q4 | $442K | Buy |
23,339
+2,808
| +14% | +$53.2K | 0.04% | 202 |
|
|
2024
Q3 | $418K | Buy |
20,531
+1,401
| +7% | +$28.6K | 0.04% | 206 |
|
|
2024
Q2 | $362K | Buy |
19,130
+1,772
| +10% | +$33.6K | 0.04% | 215 |
|
|
2024
Q1 | $353K | Buy |
17,358
+836
| +5% | +$17K | 0.04% | 217 |
|
|
2023
Q4 | $347K | Sell |
16,522
-200
| -1% | -$4.2K | 0.04% | 211 |
|
|
2023
Q3 | $324K | Hold |
16,722
| – | – | 0.04% | 196 |
|
|
2023
Q2 | $324K | Buy |
16,722
+904
| +6% | +$17.5K | 0.04% | 195 |
|
|
2023
Q1 | $280K | Buy |
15,818
+5,509
| +53% | +$97.5K | 0.04% | 208 |
|
|
2022
Q4 | $189K | Buy |
10,309
+1
| +0% | +$18 | 0.03% | 225 |
|
|
2022
Q3 | $219K | Buy |
10,308
+100
| +1% | +$2.13K | 0.03% | 225 |
|
|
2022
Q2 | $245K | Hold |
10,208
| – | – | 0.03% | 217 |
|
|
2022
Q1 | $230K | Hold |
10,208
| – | – | 0.03% | 211 |
|
|
2021
Q4 | $248K | Hold |
10,208
| – | – | 0.03% | 214 |
|
|
2021
Q3 | $262K | Hold |
10,208
| – | – | 0.03% | 213 |
|
|
2021
Q2 | $263K | Hold |
10,208
| – | – | 0.03% | 209 |
|
|
2021
Q1 | $264K | Hold |
10,208
| – | – | 0.03% | 203 |
|
|
2020
Q4 | $215K | Buy |
+10,208
| New | +$215K | 0.03% | 205 |
|
|
2020
Q3 | – | Sell |
-11,808
| Closed | -$177K | – | 213 |
|
|
2020
Q2 | $177K | Buy |
11,808
+208
| +2% | +$3.12K | 0.03% | 195 |
|
|
2020
Q1 | $119K | Buy |
11,600
+3,100
| +36% | +$31.8K | 0.02% | 175 |
|
|
2019
Q4 | $211K | Hold |
8,500
| – | – | 0.03% | 190 |
|
|
2019
Q3 | $206K | Buy |
+8,500
| New | +$206K | 0.04% | 185 |
|
|
2017
Q1 | – | Sell |
-9,500
| Closed | -$209K | – | 183 |
|
|
2016
Q4 | $209K | Buy |
+9,500
| New | +$209K | 0.05% | 168 |
|
|
2015
Q4 | – | Sell |
-11,330
| Closed | -$232K | – | 186 |
|
|
2015
Q3 | $232K | Hold |
11,330
| – | – | 0.08% | 169 |
|
|
2015
Q2 | $244K | Buy |
+11,330
| New | +$244K | 0.08% | 173 |
|