Royal Bank of Canada’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
$199K Buy
5,665
+4,305
+317% +$151K ﹤0.01% 4821
2025
Q1
$42K Sell
1,360
-5,803
-81% -$179K ﹤0.01% 5263
2024
Q4
$220K Buy
7,163
+2,167
+43% +$66.6K ﹤0.01% 4293
2024
Q3
$135K Buy
+4,996
New +$135K ﹤0.01% 4698