Ritholtz Wealth Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.29M | Sell |
250,033
-4,977
| -2% | -$121K | 0.09% | 149 |
|
|
2025
Q4 | $6.49M | Buy |
255,010
+25,063
| +11% | +$555K | 0.12% | 106 |
|
|
2025
Q3 | $4.75M | Buy |
229,947
+18,514
| +9% | +$367K | 0.09% | 143 |
|
|
2025
Q2 | $3.93M | Sell |
211,433
-2,963
| -1% | -$49K | 0.09% | 144 |
|
|
2025
Q1 | $3.29M | Sell |
214,396
-2,026
| -0.9% | -$30.3K | 0.1% | 149 |
|
|
2024
Q4 | $2.88M | Sell |
216,422
-4,979
| -2% | -$64.5K | 0.08% | 153 |
|
|
2024
Q3 | $2.69M | Buy |
221,401
+24,004
| +12% | +$281K | 0.08% | 172 |
|
|
2024
Q2 | $2.11M | Buy |
197,397
+8,385
| +4% | +$87.2K | 0.07% | 195 |
|
|
2024
Q1 | $1.79M | Buy |
189,012
+26,137
| +16% | +$214K | 0.06% | 218 |
|
|
2023
Q4 | $1.28M | Sell |
162,875
-3,697
| -2% | -$26.6K | 0.05% | 256 |
|
|
2023
Q3 | $1.3M | Buy |
166,572
+30,004
| +22% | +$233K | 0.06% | 219 |
|
|
2023
Q2 | $1.07M | Buy |
136,568
+33,412
| +32% | +$259K | 0.05% | 257 |
|
|
2023
Q1 | $742K | Sell |
103,156
-22,401
| -18% | -$185K | 0.04% | 332 |
|
|
2022
Q4 | $979K | Sell |
125,557
-56,939
| -31% | -$415K | 0.05% | 237 |
|
|
2022
Q3 | $1.17M | Sell |
182,496
-14,452
| -7% | -$111K | 0.06% | 214 |
|
|
2022
Q2 | $1.5M | Buy |
196,948
+103,353
| +110% | +$811K | 0.09% | 132 |
|
|
2022
Q1 | $739K | Sell |
93,595
-41,634
| -31% | -$425K | 0.05% | 239 |
|
|
2021
Q4 | $1.4M | Buy |
135,229
+18,366
| +16% | +$193K | 0.09% | 114 |
|
|
2021
Q3 | $1.21M | Buy |
116,863
+31,292
| +37% | +$312K | 0.08% | 118 |
|
|
2021
Q2 | $826K | Buy |
85,571
+22,626
| +36% | +$231K | 0.06% | 173 |
|
|
2021
Q1 | $644K | Buy |
62,945
+35,328
| +128% | +$310K | 0.05% | 172 |
|
|
2020
Q4 | $221K | Buy |
27,617
+11,878
| +75% | +$79.5K | 0.02% | 318 |
|
|
2020
Q3 | $79K | Sell |
15,739
-6,469
| -29% | -$35.7K | 0.01% | 297 |
|
|
2020
Q2 | $126K | Buy |
+22,208
| New | +$116K | 0.02% | 256 |
|
Other funds holding BCS
