Legend Financial 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 | $788K | Sell |
13,831
-28
| -0.2% | -$1.6K | 0.52% | 27 |
|
|
2025
Q1 | $732K | Buy |
13,859
+63
| +0.5% | +$3.33K | 0.54% | 24 |
|
|
2024
Q4 | $726K | Sell |
13,796
-93
| -0.7% | -$4.9K | 0.51% | 23 |
|
|
2024
Q3 | $743K | Sell |
13,889
-4,311
| -24% | -$231K | 0.51% | 23 |
|
|
2024
Q2 | $687K | Buy |
18,200
+380
| +2% | +$14.3K | 0.49% | 27 |
|
|
2024
Q1 | $596K | Sell |
17,820
-330
| -2% | -$11K | 0.43% | 32 |
|
|
2023
Q4 | $700K | Buy |
18,150
+53
| +0.3% | +$2.04K | 0.56% | 22 |
|
|
2023
Q3 | $624K | Sell |
18,097
-309
| -2% | -$10.7K | 0.53% | 26 |
|
|
2023
Q2 | $601K | Sell |
18,406
-315
| -2% | -$10.3K | 0.5% | 26 |
|
|
2023
Q1 | $521K | Sell |
18,721
-3,306
| -15% | -$92.1K | 0.44% | 30 |
|
|
2022
Q4 | $625K | Sell |
22,027
-430
| -2% | -$12.2K | 0.55% | 20 |
|
|
2022
Q3 | $494K | Buy |
+22,457
| New | +$494K | 0.46% | 23 |
|