LPL Financial’s Bank of Marin Bancorp BMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Sell |
15,555
-33,224
| -68% | -$759K | ﹤0.01% | 4556 |
|
|
2025
Q1 | $1.08M | Sell |
48,779
-651
| -1% | -$14.4K | ﹤0.01% | 3463 |
|
|
2024
Q4 | $1.17M | Hold |
49,430
| – | – | ﹤0.01% | 3329 |
|
|
2024
Q3 | $993K | Buy |
+49,430
| New | +$993K | ﹤0.01% | 3369 |
|
|
2022
Q3 | – | Sell |
-7,009
| Closed | -$223K | – | 4391 |
|
|
2022
Q2 | $223K | Hold |
7,009
| – | – | ﹤0.01% | 3833 |
|
|
2022
Q1 | $246K | Buy |
7,009
+100
| +1% | +$3.51K | ﹤0.01% | 3697 |
|
|
2021
Q4 | $257K | Buy |
6,909
+1,030
| +18% | +$38.3K | ﹤0.01% | 3790 |
|
|
2021
Q3 | $222K | Sell |
5,879
-23,094
| -80% | -$872K | ﹤0.01% | 3862 |
|
|
2021
Q2 | $924K | Buy |
+28,973
| New | +$924K | ﹤0.01% | 2627 |
|