LPL Financial’s Norwood Financial Corp NWFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
36,051
+18,275
| +103% | +$471K | ﹤0.01% | 3787 |
|
|
2025
Q1 | $430K | Buy |
17,776
+7,992
| +82% | +$193K | ﹤0.01% | 4227 |
|
|
2024
Q4 | $266K | Hold |
9,784
| – | – | ﹤0.01% | 4531 |
|
|
2024
Q3 | $270K | Hold |
9,784
| – | – | ﹤0.01% | 4427 |
|
|
2024
Q2 | $248K | Hold |
9,784
| – | – | ﹤0.01% | 4319 |
|
|
2024
Q1 | $266K | Hold |
9,784
| – | – | ﹤0.01% | 4232 |
|
|
2023
Q4 | $322K | Buy |
9,784
+509
| +5% | +$16.8K | ﹤0.01% | 3976 |
|
|
2023
Q3 | $239K | Hold |
9,275
| – | – | ﹤0.01% | 4061 |
|
|
2023
Q2 | $274K | Hold |
9,275
| – | – | ﹤0.01% | 3877 |
|
|
2023
Q1 | $273K | Hold |
9,275
| – | – | ﹤0.01% | 3792 |
|
|
2022
Q4 | $310K | Sell |
9,275
-2,000
| -18% | -$66.9K | ﹤0.01% | 3606 |
|
|
2022
Q3 | $300K | Sell |
11,275
-466
| -4% | -$12.4K | ﹤0.01% | 3571 |
|
|
2022
Q2 | $285K | Hold |
11,741
| – | – | ﹤0.01% | 3641 |
|
|
2022
Q1 | $336K | Sell |
11,741
-90
| -0.8% | -$2.58K | ﹤0.01% | 3489 |
|
|
2021
Q4 | $307K | Sell |
11,831
-185
| -2% | -$4.8K | ﹤0.01% | 3655 |
|
|
2021
Q3 | $306K | Sell |
12,016
-160
| -1% | -$4.08K | ﹤0.01% | 3608 |
|
|
2021
Q2 | $317K | Hold |
12,176
| – | – | ﹤0.01% | 3541 |
|
|
2021
Q1 | $324K | Sell |
12,176
-277
| -2% | -$7.37K | ﹤0.01% | 3399 |
|
|
2020
Q4 | $326K | Buy |
12,453
+1,034
| +9% | +$27.1K | ﹤0.01% | 3123 |
|
|
2020
Q3 | $278K | Sell |
11,419
-133
| -1% | -$3.24K | ﹤0.01% | 2942 |
|
|
2020
Q2 | $286K | Hold |
11,552
| – | – | ﹤0.01% | 2845 |
|
|
2020
Q1 | $308K | Buy |
11,552
+409
| +4% | +$10.9K | ﹤0.01% | 2476 |
|
|
2019
Q4 | $433K | Buy |
+11,143
| New | +$433K | ﹤0.01% | 2490 |
|