IFP Advisors’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3020 |
|
|
2025
Q1 | – | Sell |
-12
| Closed | -$158 | – | 4588 |
|
|
2024
Q4 | $158 | Buy |
+12
| New | +$158 | ﹤0.01% | 3850 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$1.06K | – | 3478 |
|
|
2023
Q2 | $1.06K | Buy |
+100
| New | +$1.06K | ﹤0.01% | 3067 |
|
|
2023
Q1 | – | Sell |
-233
| Closed | -$4K | – | 4094 |
|
|
2022
Q4 | $4K | Sell |
233
-12
| -5% | -$206 | ﹤0.01% | 3917 |
|
|
2022
Q3 | $13K | Hold |
245
| – | – | ﹤0.01% | 3461 |
|
|
2022
Q2 | $13K | Hold |
245
| – | – | ﹤0.01% | 3208 |
|
|
2022
Q1 | $13K | Buy |
+245
| New | +$13K | ﹤0.01% | 3208 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4168 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3931 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3841 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3685 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3553 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3391 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3334 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3355 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3449 |
|
|
2019
Q1 | – | Sell |
-750
| Closed | -$13K | – | 3049 |
|
|
2018
Q4 | $13K | Sell |
750
-298
| -28% | -$5.17K | ﹤0.01% | 2334 |
|
|
2018
Q3 | $18K | Sell |
1,048
-50
| -5% | -$859 | ﹤0.01% | 2485 |
|
|
2018
Q2 | $19K | Hold |
1,098
| – | – | ﹤0.01% | 2469 |
|
|
2018
Q1 | $18K | Hold |
1,098
| – | – | ﹤0.01% | 2449 |
|
|
2017
Q4 | $18K | Sell |
1,098
-100
| -8% | -$1.64K | ﹤0.01% | 2447 |
|
|
2017
Q3 | $21K | Sell |
1,198
-715
| -37% | -$12.5K | ﹤0.01% | 2535 |
|
|
2017
Q2 | $30K | Hold |
1,913
| – | – | ﹤0.01% | 2299 |
|
|
2017
Q1 | $32K | Hold |
1,913
| – | – | ﹤0.01% | 2176 |
|
|
2016
Q4 | $34K | Sell |
1,913
-194
| -9% | -$3.45K | ﹤0.01% | 2091 |
|
|
2016
Q3 | $33K | Buy |
2,107
+306
| +17% | +$4.79K | ﹤0.01% | 2064 |
|
|
2016
Q2 | $27K | Buy |
+1,801
| New | +$27K | ﹤0.01% | 2147 |
|
|
2016
Q1 | – | Sell |
-1,783
| Closed | -$24K | – | 3068 |
|
|
2015
Q4 | $24K | Buy |
+1,783
| New | +$24K | ﹤0.01% | 2046 |
|