JFS Wealth Advisors’s The Bancorp TBBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $969 | Buy |
17
+3
| +21% | +$171 | ﹤0.01% | 1576 |
|
|
2025
Q1 | $740 | Buy |
14
+9
| +180% | +$476 | ﹤0.01% | 1705 |
|
|
2024
Q4 | $264 | Buy |
5
+2
| +67% | +$106 | ﹤0.01% | 1835 |
|
|
2024
Q3 | $161 | Hold |
3
| – | – | ﹤0.01% | 1880 |
|
|
2024
Q2 | $114 | Sell |
3
-1
| -25% | -$38 | ﹤0.01% | 1924 |
|
|
2024
Q1 | $134 | Hold |
4
| – | – | ﹤0.01% | 1927 |
|
|
2023
Q4 | $155 | Buy |
+4
| New | +$155 | ﹤0.01% | 1926 |
|