Lido 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 | $345K | Buy |
+6,048
| New | +$345K | ﹤0.01% | 1141 |
|
|
2024
Q3 | – | Sell |
-7,596
| Closed | -$287K | – | 1330 |
|
|
2024
Q2 | $287K | Sell |
7,596
-535
| -7% | -$20.2K | ﹤0.01% | 1030 |
|
|
2024
Q1 | $272K | Buy |
8,131
+942
| +13% | +$31.5K | ﹤0.01% | 1033 |
|
|
2023
Q4 | $277K | Buy |
7,189
+1,365
| +23% | +$52.6K | ﹤0.01% | 960 |
|
|
2023
Q3 | $201K | Sell |
5,824
-3,678
| -39% | -$127K | ﹤0.01% | 966 |
|
|
2023
Q2 | $310K | Sell |
9,502
-3,745
| -28% | -$122K | ﹤0.01% | 821 |
|
|
2023
Q1 | $369K | Buy |
+13,247
| New | +$369K | ﹤0.01% | 731 |
|