Kestra Private Wealth Services’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
Sell
-8,256
Closed -$436K 1672
2025
Q1
$436K Buy
+8,256
New +$436K 0.01% 1026
2024
Q4
Sell
-7,081
Closed -$379K 1488
2024
Q3
$379K Buy
+7,081
New +$379K 0.01% 993