IFP Advisors’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 | $107K | Buy |
4,664
+583
| +14% | +$13.3K | ﹤0.01% | 1600 |
|
|
2025
Q1 | $80.7K | Sell |
4,081
-741
| -15% | -$14.7K | ﹤0.01% | 1650 |
|
|
2024
Q4 | $91.4K | Buy |
4,822
+36
| +0.8% | +$682 | ﹤0.01% | 1516 |
|
|
2024
Q3 | $97.5K | Buy |
4,786
+986
| +26% | +$20.1K | ﹤0.01% | 1416 |
|
|
2024
Q2 | $72K | Buy |
3,800
+29
| +0.8% | +$549 | ﹤0.01% | 1504 |
|
|
2024
Q1 | $76.7K | Buy |
3,771
+2,005
| +114% | +$40.8K | ﹤0.01% | 1403 |
|
|
2023
Q4 | $37.1K | Sell |
1,766
-91
| -5% | -$1.91K | ﹤0.01% | 1662 |
|
|
2023
Q3 | $35.9K | Sell |
1,857
-4,216
| -69% | -$81.6K | ﹤0.01% | 1692 |
|
|
2023
Q2 | $118K | Buy |
6,073
+28
| +0.5% | +$543 | ﹤0.01% | 1241 |
|
|
2023
Q1 | $132K | Buy |
6,045
+284
| +5% | +$6.18K | 0.01% | 1118 |
|
|
2022
Q4 | $144K | Buy |
5,761
+2,737
| +91% | +$68.4K | ﹤0.01% | 1533 |
|
|
2022
Q3 | $82K | Buy |
3,024
+7
| +0.2% | +$190 | ﹤0.01% | 2000 |
|
|
2022
Q2 | $81K | Hold |
3,017
| – | – | ﹤0.01% | 1829 |
|
|
2022
Q1 | $81K | Buy |
3,017
+1,776
| +143% | +$47.7K | ﹤0.01% | 1829 |
|
|
2021
Q4 | $31K | Sell |
1,241
-37
| -3% | -$924 | ﹤0.01% | 1726 |
|
|
2021
Q3 | $31K | Buy |
1,278
+40
| +3% | +$970 | ﹤0.01% | 1740 |
|
|
2021
Q2 | $33K | Buy |
1,238
+1
| +0.1% | +$27 | ﹤0.01% | 1708 |
|
|
2021
Q1 | $31K | Sell |
1,237
-1,960
| -61% | -$49.1K | ﹤0.01% | 1648 |
|
|
2020
Q4 | $62K | Sell |
3,197
-2,322
| -42% | -$45K | ﹤0.01% | 1351 |
|
|
2020
Q3 | $85K | Buy |
5,519
+468
| +9% | +$7.21K | 0.01% | 1068 |
|
|
2020
Q2 | $80K | Sell |
5,051
-754
| -13% | -$11.9K | 0.01% | 1009 |
|
|
2020
Q1 | $70K | Buy |
5,805
+12
| +0.2% | +$145 | 0.01% | 972 |
|
|
2019
Q4 | $157K | Buy |
5,793
+3,815
| +193% | +$103K | 0.01% | 753 |
|
|
2019
Q3 | $47K | Buy |
+1,978
| New | +$47K | ﹤0.01% | 1398 |
|
|
2019
Q1 | $87K | Sell |
3,964
-4,804
| -55% | -$105K | 0.01% | 741 |
|
|
2018
Q4 | $175K | Buy |
8,768
+1,046
| +14% | +$20.9K | 0.01% | 917 |
|
|
2018
Q3 | $166K | Buy |
7,722
+2,760
| +56% | +$59.3K | 0.01% | 1172 |
|
|
2018
Q2 | $108K | Sell |
4,962
-2,248
| -31% | -$48.9K | ﹤0.01% | 1425 |
|
|
2018
Q1 | $154K | Hold |
7,210
| – | – | 0.01% | 1117 |
|
|
2017
Q4 | $154K | Sell |
7,210
-2,558
| -26% | -$54.6K | 0.01% | 1116 |
|
|
2017
Q3 | $212K | Sell |
9,768
-184
| -2% | -$3.99K | 0.01% | 1102 |
|
|
2017
Q2 | $223K | Sell |
9,952
-1,339
| -12% | -$30K | 0.01% | 1064 |
|
|
2017
Q1 | $255K | Buy |
11,291
+905
| +9% | +$20.4K | 0.01% | 995 |
|
|
2016
Q4 | $228K | Buy |
10,386
+2,276
| +28% | +$50K | 0.01% | 983 |
|
|
2016
Q3 | $183K | Buy |
8,110
+905
| +13% | +$20.4K | 0.01% | 1040 |
|
|
2016
Q2 | $149K | Buy |
7,205
+3,241
| +82% | +$67K | 0.01% | 1118 |
|
|
2016
Q1 | $87K | Sell |
3,964
-1,123
| -22% | -$24.6K | 0.01% | 741 |
|
|
2015
Q4 | $105K | Buy |
+5,087
| New | +$105K | 0.01% | 1145 |
|