Next Century Growth Investors’s TWFG, Inc. Common Stock TWFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.05M Buy
144,398
+36,662
+34% +$1.28M 0.39% 84
2025
Q1
$3.33M Sell
107,736
-378
-0.3% -$11.7K 0.3% 92
2024
Q4
$3.33M Sell
108,114
-83
-0.1% -$2.56K 0.25% 105
2024
Q3
$2.93M Buy
+108,197
New +$2.93M 0.24% 101