Orion Portfolio Solutions’s Skyward Specialty Insurance SKWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$364K Buy
6,880
+919
+15% +$48.6K ﹤0.01% 1545
2024
Q4
$301K Sell
5,961
-1,334
-18% -$67.4K ﹤0.01% 1558
2024
Q3
$297K Buy
+7,295
New +$297K ﹤0.01% 1524
2024
Q2
Sell
-9,848
Closed -$368K 1788
2024
Q1
$368K Sell
9,848
-461
-4% -$17.2K ﹤0.01% 1388
2023
Q4
$342K Buy
+10,309
New +$342K ﹤0.01% 1358