LGT 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
Q1 | – | Sell |
-500
| Closed | -$26.3K | – | 678 |
|
|
2024
Q4 | $26.3K | Hold |
500
| – | – | 0.06% | 251 |
|
|
2024
Q3 | $26.8K | Hold |
500
| – | – | 0.07% | 218 |
|
|
2024
Q2 | $18.9K | Hold |
500
| – | – | 0.04% | 316 |
|
|
2024
Q1 | $16.7K | Hold |
500
| – | – | 0.02% | 396 |
|
|
2023
Q4 | $19.3K | Hold |
500
| – | – | 0.02% | 360 |
|
|
2023
Q3 | $17.3K | Buy |
+500
| New | +$17.3K | 0.02% | 372 |
|