Principal Securities’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75K | Sell |
201
-437
| -68% | -$3.79K | ﹤0.01% | 3186 |
|
|
2025
Q1 | $6.45K | Hold |
638
| – | – | ﹤0.01% | 2688 |
|
|
2024
Q4 | $6.45K | Hold |
638
| – | – | ﹤0.01% | 2685 |
|
|
2024
Q3 | $8.28K | Buy |
638
+288
| +82% | +$3.74K | ﹤0.01% | 2517 |
|
|
2024
Q2 | $5.02K | Buy |
350
+200
| +133% | +$2.87K | ﹤0.01% | 2641 |
|
|
2024
Q1 | $2.6K | Hold |
150
| – | – | ﹤0.01% | 2799 |
|
|
2023
Q4 | $2.03K | Buy |
+150
| New | +$2.03K | ﹤0.01% | 2806 |
|