Smith, Moore & Co’s FinWise Bancorp FINW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $737K | Sell |
|
|||||
|
2025
Q2 | $600K | Buy |
|
|||||
|
2025
Q1 | $438K | Hold |
|
|||||
|
2024
Q4 | $400K | Hold |
|
|||||
|
2024
Q3 | $390K | Hold |
|
|||||
|
2024
Q2 | $255K | Hold |
|
|||||
|
2024
Q1 | $251K | Hold |
|
|||||
|
2023
Q4 | $358K | Hold |
|
|||||
|
2023
Q3 | $216K | Hold |
|
|||||
|
2023
Q2 | $224K | Hold |
|
|||||
|
2023
Q1 | $220K | Hold |
|
|||||
|
2022
Q4 | $232K | Hold |
|
|||||
|
2022
Q3 | $226K | Hold |
|
|||||
|
2022
Q2 | $233K | Hold |
|
|||||
|
2022
Q1 | $429K | Buy |
|
|||||
|
2021
Q4 | $138K | Buy |
|