Key Financial Inc’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 | $104K | Hold |
2,900
| – | – | 0.02% | 373 |
|
|
2025
Q1 | $87.5K | Hold |
2,900
| – | – | 0.02% | 384 |
|
|
2024
Q4 | $90.3K | Hold |
2,900
| – | – | 0.02% | 375 |
|
|
2024
Q3 | $86.9K | Hold |
2,900
| – | – | 0.02% | 373 |
|
|
2024
Q2 | $73.6K | Hold |
2,900
| – | – | 0.02% | 387 |
|
|
2024
Q1 | $75.2K | Hold |
2,900
| – | – | 0.02% | 372 |
|
|
2023
Q4 | $87.5K | Hold |
2,900
| – | – | 0.02% | 331 |
|
|
2023
Q3 | $70.4K | Hold |
2,900
| – | – | 0.02% | 347 |
|
|
2023
Q2 | $70.7K | Hold |
2,900
| – | – | 0.02% | 357 |
|
|
2023
Q1 | $72.1K | Hold |
2,900
| – | – | 0.03% | 341 |
|
|
2022
Q4 | $84.4K | Hold |
2,900
| – | – | 0.04% | 274 |
|
|
2022
Q3 | $84K | Hold |
2,900
| – | – | 0.04% | 277 |
|
|
2022
Q2 | $91K | Hold |
2,900
| – | – | 0.05% | 257 |
|
|
2022
Q1 | $98K | Hold |
2,900
| – | – | 0.05% | 251 |
|
|
2021
Q4 | $95K | Hold |
2,900
| – | – | 0.05% | 242 |
|
|
2021
Q3 | $85K | Hold |
2,900
| – | – | 0.05% | 244 |
|
|
2021
Q2 | $84K | Hold |
2,900
| – | – | 0.05% | 255 |
|
|
2021
Q1 | $78K | Hold |
2,900
| – | – | 0.05% | 216 |
|
|
2020
Q4 | $57K | Buy |
+2,900
| New | +$57K | 0.04% | 231 |
|
|
2020
Q2 | – | Sell |
-2,900
| Closed | -$46K | – | 166 |
|
|
2020
Q1 | $46K | Buy |
+2,900
| New | +$46K | 0.05% | 226 |
|