SeaCrest Wealth Management’s Bankwell Financial Group BWFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Hold |
25,118
| – | – | 0.1% | 190 |
|
|
2025
Q1 | $758K | Buy |
25,118
+5,077
| +25% | +$153K | 0.09% | 230 |
|
|
2024
Q4 | $624K | Buy |
+20,041
| New | +$624K | 0.07% | 285 |
|
|
2024
Q1 | – | Sell |
-16,876
| Closed | -$493K | – | 614 |
|
|
2023
Q4 | $493K | Hold |
16,876
| – | – | 0.06% | 314 |
|
|
2023
Q3 | $410K | Hold |
16,876
| – | – | 0.05% | 357 |
|
|
2023
Q2 | $411K | Sell |
16,876
-150
| -0.9% | -$3.66K | 0.05% | 373 |
|
|
2023
Q1 | $423K | Buy |
17,026
+1,500
| +10% | +$37.3K | 0.06% | 371 |
|
|
2022
Q4 | $457K | Hold |
15,526
| – | – | 0.07% | 344 |
|
|
2022
Q3 | $452K | Hold |
15,526
| – | – | 0.07% | 323 |
|
|
2022
Q2 | $482K | Hold |
15,526
| – | – | 0.06% | 327 |
|
|
2022
Q1 | $525K | Buy |
15,526
+1,350
| +10% | +$45.6K | 0.06% | 341 |
|
|
2021
Q4 | $466K | Hold |
14,176
| – | – | 0.05% | 376 |
|
|
2021
Q3 | $417K | Hold |
14,176
| – | – | 0.05% | 394 |
|
|
2021
Q2 | $392K | Hold |
14,176
| – | – | 0.05% | 413 |
|
|
2021
Q1 | $382K | Buy |
14,176
+350
| +3% | +$9.43K | 0.05% | 393 |
|
|
2020
Q4 | $270K | Buy |
13,826
+599
| +5% | +$11.7K | 0.04% | 463 |
|
|
2020
Q3 | $187K | Buy |
13,227
+114
| +0.9% | +$1.61K | 0.03% | 525 |
|
|
2020
Q2 | $208K | Buy |
13,113
+120
| +0.9% | +$1.9K | 0.04% | 486 |
|
|
2020
Q1 | $198K | Buy |
12,993
+958
| +8% | +$14.6K | 0.04% | 441 |
|
|
2019
Q4 | $347K | Sell |
12,035
-422
| -3% | -$12.2K | 0.06% | 361 |
|
|
2019
Q3 | $343K | Buy |
12,457
+59
| +0.5% | +$1.63K | 0.06% | 353 |
|
|
2019
Q2 | $356K | Buy |
12,398
+52
| +0.4% | +$1.49K | 0.07% | 339 |
|
|
2019
Q1 | $360K | Buy |
12,346
+944
| +8% | +$27.5K | 0.06% | 316 |
|
|
2018
Q4 | $327K | Buy |
11,402
+42
| +0.4% | +$1.21K | 0.07% | 303 |
|
|
2018
Q3 | $356K | Buy |
11,360
+40
| +0.4% | +$1.25K | 0.06% | 348 |
|
|
2018
Q2 | $364K | Buy |
11,320
+41
| +0.4% | +$1.32K | 0.07% | 330 |
|
|
2018
Q1 | $364K | Buy |
11,279
+38
| +0.3% | +$1.23K | 0.07% | 322 |
|
|
2017
Q4 | $386K | Buy |
+11,241
| New | +$386K | 0.07% | 309 |
|