Key Financial Inc’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $133K | Hold |
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|
2025
Q3 | $126K | Hold |
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|
2025
Q2 | $104K | Hold |
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|
2025
Q1 | $87.5K | Hold |
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|
2024
Q4 | $90.3K | Hold |
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|
2024
Q3 | $86.9K | Hold |
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|
2024
Q2 | $73.6K | Hold |
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|
2024
Q1 | $75.2K | Hold |
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|
2023
Q4 | $87.5K | Hold |
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|
2023
Q3 | $70.4K | Hold |
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|
2023
Q2 | $70.7K | Hold |
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|
2023
Q1 | $72.1K | Hold |
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|
2022
Q4 | $84.4K | Hold |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $91K | Hold |
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|
2022
Q1 | $98K | Hold |
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|
2021
Q4 | $95K | Hold |
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|
2021
Q3 | $85K | Hold |
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|
2021
Q2 | $84K | Hold |
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|
2021
Q1 | $78K | Hold |
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|
2020
Q4 | $57K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $46K | Buy |
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