FL
Fourthstone LLC’s Bankwell Financial Group BWFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62M | Buy |
266,865
+100,302
| +60% | +$3.61M | 1.89% | 16 |
|
|
2025
Q1 | $5.03M | Buy |
166,563
+60,978
| +58% | +$1.84M | 1.25% | 20 |
|
|
2024
Q4 | $3.29M | Buy |
105,585
+79,673
| +307% | +$2.48M | 0.64% | 29 |
|
|
2024
Q3 | $776K | Buy |
+25,912
| New | +$776K | 0.17% | 48 |
|
|
2023
Q4 | – | Sell |
-19,324
| Closed | -$469K | – | 71 |
|
|
2023
Q3 | $469K | Buy |
+19,324
| New | +$469K | 0.11% | 89 |
|
|
2021
Q4 | – | Sell |
-10,308
| Closed | -$301K | – | 51 |
|
|
2021
Q3 | $301K | Sell |
10,308
-2,947
| -22% | -$86.1K | 0.12% | 50 |
|
|
2021
Q2 | $365K | Buy |
+13,255
| New | +$365K | 0.16% | 54 |
|