Financial Advocates Investment Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
2,714
-425
| -14% | -$52.9K | 0.03% | 467 |
|
|
2025
Q1 | $307K | Sell |
3,139
-317
| -9% | -$31K | 0.02% | 555 |
|
|
2024
Q4 | $374K | Sell |
3,456
-97
| -3% | -$10.5K | 0.02% | 542 |
|
|
2024
Q3 | $232K | Buy |
+3,553
| New | +$232K | 0.01% | 674 |
|
|
2024
Q2 | – | Sell |
-5,518
| Closed | -$337K | – | 792 |
|
|
2024
Q1 | $337K | Sell |
5,518
-228
| -4% | -$13.9K | 0.02% | 549 |
|
|
2023
Q4 | $436K | Buy |
5,746
+339
| +6% | +$25.7K | 0.03% | 456 |
|
|
2023
Q3 | $316K | Sell |
5,407
-39
| -0.7% | -$2.28K | 0.02% | 502 |
|
|
2023
Q2 | $346K | Sell |
5,446
-91
| -2% | -$5.79K | 0.02% | 480 |
|
|
2023
Q1 | $369K | Sell |
5,537
-71
| -1% | -$4.73K | 0.03% | 488 |
|
|
2022
Q4 | $275K | Sell |
5,608
-477
| -8% | -$23.4K | 0.02% | 579 |
|
|
2022
Q3 | $377K | Buy |
6,085
+92
| +2% | +$5.7K | 0.03% | 481 |
|
|
2022
Q2 | $502K | Buy |
5,993
+326
| +6% | +$27.3K | 0.04% | 393 |
|
|
2022
Q1 | $934K | Buy |
5,667
+380
| +7% | +$62.6K | 0.06% | 309 |
|
|
2021
Q4 | $1.39M | Buy |
5,287
+921
| +21% | +$243K | 0.09% | 258 |
|
|
2021
Q3 | $1.39M | Sell |
4,366
-72
| -2% | -$23K | 0.09% | 245 |
|
|
2021
Q2 | $1.75M | Sell |
4,438
-249
| -5% | -$98.1K | 0.12% | 206 |
|
|
2021
Q1 | $1.58M | Sell |
4,687
-255
| -5% | -$86.1K | 0.11% | 216 |
|
|
2020
Q4 | $1.67M | Sell |
4,942
-418
| -8% | -$142K | 0.11% | 204 |
|
|
2020
Q3 | $1.32M | Sell |
5,360
-146
| -3% | -$36.1K | 0.11% | 190 |
|
|
2020
Q2 | $1.21M | Buy |
5,506
+737
| +15% | +$162K | 0.11% | 205 |
|
|
2020
Q1 | $427K | Buy |
4,769
+794
| +20% | +$71.1K | 0.06% | 297 |
|
|
2019
Q4 | $391K | Buy |
3,975
+15
| +0.4% | +$1.48K | 0.04% | 357 |
|
|
2019
Q3 | $435K | Buy |
+3,960
| New | +$435K | 0.05% | 314 |
|
|
2019
Q2 | – | Sell |
-4,135
| Closed | -$534K | – | 484 |
|
|
2019
Q1 | $534K | Buy |
4,135
+10
| +0.2% | +$1.29K | 0.07% | 258 |
|
|
2018
Q4 | $368K | Hold |
4,125
| – | – | 0.05% | 297 |
|
|
2018
Q3 | $356K | Sell |
4,125
-150
| -4% | -$12.9K | 0.04% | 346 |
|
|
2018
Q2 | $243K | Buy |
+4,275
| New | +$243K | 0.03% | 420 |
|