Sierra Capital’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 | $333K | Buy |
9,240
+52
| +0.6% | +$1.87K | 0.04% | 182 |
|
|
2025
Q1 | $277K | Buy |
9,188
+110
| +1% | +$3.32K | 0.03% | 174 |
|
|
2024
Q4 | $283K | Buy |
9,078
+3
| +0% | +$94 | 0.03% | 175 |
|
|
2024
Q3 | $272K | Buy |
9,075
+66
| +0.7% | +$1.98K | 0.03% | 180 |
|
|
2024
Q2 | $229K | Buy |
9,009
+74
| +0.8% | +$1.88K | 0.03% | 177 |
|
|
2024
Q1 | $232K | Buy |
8,935
+70
| +0.8% | +$1.82K | 0.03% | 183 |
|
|
2023
Q4 | $268K | Buy |
8,865
+66
| +0.8% | +$2K | 0.04% | 163 |
|
|
2023
Q3 | $214K | Buy |
8,799
+66
| +0.8% | +$1.61K | 0.03% | 172 |
|
|
2023
Q2 | $213K | Buy |
8,733
+71
| +0.8% | +$1.73K | 0.03% | 166 |
|
|
2023
Q1 | $215K | Buy |
8,662
+56
| +0.7% | +$1.39K | 0.03% | 169 |
|
|
2022
Q4 | $253K | Buy |
8,606
+55
| +0.6% | +$1.62K | 0.04% | 163 |
|
|
2022
Q3 | $249K | Buy |
8,551
+53
| +0.6% | +$1.54K | 0.05% | 161 |
|
|
2022
Q2 | $264K | Buy |
8,498
+50
| +0.6% | +$1.55K | 0.05% | 171 |
|
|
2022
Q1 | $286K | Buy |
8,448
+48
| +0.6% | +$1.63K | 0.05% | 178 |
|
|
2021
Q4 | $276K | Buy |
8,400
+47
| +0.6% | +$1.54K | 0.04% | 188 |
|
|
2021
Q3 | $246K | Buy |
8,353
+50
| +0.6% | +$1.47K | 0.04% | 179 |
|
|
2021
Q2 | $230K | Buy |
8,303
+41
| +0.5% | +$1.14K | 0.04% | 167 |
|
|
2021
Q1 | $223K | Buy |
+8,262
| New | +$223K | 0.04% | 169 |
|