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Norris Financial Group’s Starwood Property Trust STWD Stock Holding History

Norris Financial Group’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$280K Sell
16,254
-70,848
-81% -$1.27M 0.09% 83
2025
Q4 		$1.57M Sell
87,102
-5,281
-6% -$97.1K 0.53% 52
2025
Q3 		$1.79M Buy
92,383
+77,783
+533% +$1.57M 0.65% 46
2025
Q2 		$293K Sell
14,600
-1,500
-9% -$29.1K 0.12% 74
2025
Q1 		$318K Buy
16,100
+2,000
+14% +$39.3K 0.15% 69
2024
Q4 		$267K Hold
14,100
– – 0.13% 73
2024
Q3 		$287K Buy
14,100
+1,500
+12% +$29.9K 0.14% 63
2024
Q2 		$239K Buy
12,600
+1,000
+9% +$19.5K 0.12% 73
2024
Q1 		$236K Buy
11,600
+600
+5% +$12.1K 0.13% 67
2023
Q4 		$231K Buy
+11,000
New +$216K 0.14% 61

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Geode Capital Management
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Ameriprise
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ACM
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Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return