Sigma Planning Corp’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 | $88.6K | Buy |
+10,211
| New | +$88.6K | ﹤0.01% | 1210 |
|
|
2023
Q2 | – | Sell |
-12,428
| Closed | -$153K | – | 1346 |
|
|
2023
Q1 | $153K | Sell |
12,428
-339
| -3% | -$4.17K | 0.01% | 1207 |
|
|
2022
Q4 | $111K | Buy |
12,767
+820
| +7% | +$7.12K | ﹤0.01% | 1188 |
|
|
2022
Q3 | $124K | Buy |
11,947
+30
| +0.3% | +$311 | ﹤0.01% | 1166 |
|
|
2022
Q2 | $156K | Buy |
11,917
+100
| +0.8% | +$1.31K | 0.01% | 1177 |
|
|
2022
Q1 | $179K | Buy |
11,817
+680
| +6% | +$10.3K | 0.01% | 1259 |
|
|
2021
Q4 | $198K | Sell |
11,137
-3,913
| -26% | -$69.6K | 0.01% | 1266 |
|
|
2021
Q3 | $312K | Buy |
15,050
+3,661
| +32% | +$75.9K | 0.01% | 1031 |
|
|
2021
Q2 | $395K | Buy |
11,389
+1,370
| +14% | +$47.5K | 0.01% | 922 |
|
|
2021
Q1 | $175K | Buy |
+10,019
| New | +$175K | 0.01% | 1215 |
|