Jacobs Levy Equity Management’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
+6,207
| New | +$224K | ﹤0.01% | 970 |
|
|
2023
Q1 | – | Sell |
-11,320
| Closed | -$333K | – | 970 |
|
|
2022
Q4 | $333K | Sell |
11,320
-8,210
| -42% | -$242K | ﹤0.01% | 846 |
|
|
2022
Q3 | $569K | Sell |
19,530
-284
| -1% | -$8.27K | ﹤0.01% | 815 |
|
|
2022
Q2 | $615K | Buy |
19,814
+675
| +4% | +$21K | ﹤0.01% | 840 |
|
|
2022
Q1 | $647K | Sell |
19,139
-6,593
| -26% | -$223K | ﹤0.01% | 824 |
|
|
2021
Q4 | $845K | Buy |
25,732
+13,464
| +110% | +$442K | 0.01% | 765 |
|
|
2021
Q3 | $358K | Sell |
12,268
-920
| -7% | -$26.8K | ﹤0.01% | 914 |
|
|
2021
Q2 | $365K | Buy |
+13,188
| New | +$365K | ﹤0.01% | 911 |
|
|
2020
Q3 | – | Sell |
-21,150
| Closed | -$336K | – | 1031 |
|
|
2020
Q2 | $336K | Buy |
+21,150
| New | +$336K | ﹤0.01% | 863 |
|