LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Brookline Bancorp BRKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Hold |
11,979
| – | – | ﹤0.01% | 324 |
|
|
2025
Q1 | $122K | Hold |
11,979
| – | – | ﹤0.01% | 312 |
|
|
2024
Q4 | $145K | Hold |
11,979
| – | – | ﹤0.01% | 315 |
|
|
2024
Q3 | $126K | Hold |
11,979
| – | – | ﹤0.01% | 322 |
|
|
2024
Q2 | $119K | Hold |
11,979
| – | – | ﹤0.01% | 317 |
|
|
2024
Q1 | $112K | Hold |
11,979
| – | – | ﹤0.01% | 325 |
|
|
2023
Q4 | $130K | Hold |
11,979
| – | – | ﹤0.01% | 323 |
|
|
2023
Q3 | $106K | Hold |
11,979
| – | – | ﹤0.01% | 348 |
|
|
2023
Q2 | $105K | Hold |
11,979
| – | – | ﹤0.01% | 358 |
|
|
2023
Q1 | $126K | Sell |
11,979
-3,200
| -21% | -$33.6K | ﹤0.01% | 323 |
|
|
2022
Q4 | $215K | Hold |
15,179
| – | – | ﹤0.01% | 278 |
|
|
2022
Q3 | $177K | Hold |
15,179
| – | – | ﹤0.01% | 297 |
|
|
2022
Q2 | $202K | Hold |
15,179
| – | – | ﹤0.01% | 288 |
|
|
2022
Q1 | $240K | Buy |
15,179
+3,200
| +27% | +$50.6K | ﹤0.01% | 284 |
|
|
2021
Q4 | $194K | Hold |
11,979
| – | – | ﹤0.01% | 315 |
|
|
2021
Q3 | $183K | Hold |
11,979
| – | – | ﹤0.01% | 320 |
|
|
2021
Q2 | $179K | Sell |
11,979
-2,953
| -20% | -$44.1K | ﹤0.01% | 335 |
|
|
2021
Q1 | $224K | Sell |
14,932
-2,000
| -12% | -$30K | ﹤0.01% | 280 |
|
|
2020
Q4 | $204K | Sell |
16,932
-65,000
| -79% | -$783K | ﹤0.01% | 274 |
|
|
2020
Q3 | $708K | Sell |
81,932
-22,065
| -21% | -$191K | 0.01% | 167 |
|
|
2020
Q2 | $1.05M | Sell |
103,997
-8,450
| -8% | -$85.2K | 0.01% | 134 |
|
|
2020
Q1 | $1.27M | Hold |
112,447
| – | – | 0.02% | 120 |
|
|
2019
Q4 | $1.85M | Hold |
112,447
| – | – | 0.03% | 121 |
|
|
2019
Q3 | $1.66M | Sell |
112,447
-6,710
| -6% | -$98.8K | 0.02% | 123 |
|
|
2019
Q2 | $1.83M | Hold |
119,157
| – | – | 0.03% | 121 |
|
|
2019
Q1 | $1.72M | Hold |
119,157
| – | – | 0.03% | 123 |
|
|
2018
Q4 | $1.65M | Buy |
119,157
+7,505
| +7% | +$104K | 0.03% | 119 |
|
|
2018
Q3 | $1.87M | Sell |
111,652
-560
| -0.5% | -$9.35K | 0.03% | 129 |
|
|
2018
Q2 | $2.09M | Hold |
112,212
| – | – | 0.04% | 117 |
|
|
2018
Q1 | $1.82M | Hold |
112,212
| – | – | 0.03% | 129 |
|
|
2017
Q4 | $1.76M | Hold |
112,212
| – | – | 0.03% | 131 |
|
|
2017
Q3 | $1.74M | Hold |
112,212
| – | – | 0.03% | 130 |
|
|
2017
Q2 | $1.67M | Hold |
112,212
| – | – | 0.03% | 127 |
|
|
2017
Q1 | $1.76M | Hold |
112,212
| – | – | 0.04% | 123 |
|
|
2016
Q4 | $1.84M | Hold |
112,212
| – | – | 0.04% | 119 |
|
|
2016
Q3 | $1.37M | Hold |
112,212
| – | – | 0.03% | 134 |
|
|
2016
Q2 | $1.24M | Hold |
112,212
| – | – | 0.03% | 138 |
|
|
2016
Q1 | $1.24M | Hold |
112,212
| – | – | 0.03% | 136 |
|
|
2015
Q4 | $1.29M | Hold |
112,212
| – | – | 0.03% | 141 |
|
|
2015
Q3 | $1.27M | Hold |
112,212
| – | – | 0.03% | 143 |
|
|
2015
Q2 | $1.27M | Hold |
112,212
| – | – | 0.03% | 143 |
|
|
2015
Q1 | $1.13M | Sell |
112,212
-12,626
| -10% | -$127K | 0.03% | 147 |
|
|
2014
Q4 | $1.25M | Hold |
124,838
| – | – | 0.03% | 141 |
|
|
2014
Q3 | $1.07M | Hold |
124,838
| – | – | 0.03% | 147 |
|
|
2014
Q2 | $1.17M | Hold |
124,838
| – | – | 0.03% | 142 |
|
|
2014
Q1 | $1.18M | Buy |
124,838
+10,000
| +9% | +$94.2K | 0.03% | 137 |
|
|
2013
Q4 | $1.1M | Hold |
114,838
| – | – | 0.03% | 142 |
|
|
2013
Q3 | $1.08M | Buy |
114,838
+2,500
| +2% | +$23.5K | 0.03% | 140 |
|
|
2013
Q2 | $975K | Buy |
+112,338
| New | +$975K | 0.03% | 149 |
|