Smith, Moore & Co’s FinWise Bancorp FINW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
40,000
+15,000
| +60% | +$225K | 0.05% | 274 |
|
|
2025
Q1 | $438K | Hold |
25,000
| – | – | 0.04% | 304 |
|
|
2024
Q4 | $400K | Hold |
25,000
| – | – | 0.04% | 312 |
|
|
2024
Q3 | $390K | Hold |
25,000
| – | – | 0.04% | 315 |
|
|
2024
Q2 | $255K | Hold |
25,000
| – | – | 0.03% | 379 |
|
|
2024
Q1 | $251K | Hold |
25,000
| – | – | 0.03% | 374 |
|
|
2023
Q4 | $358K | Hold |
25,000
| – | – | 0.04% | 303 |
|
|
2023
Q3 | $216K | Hold |
25,000
| – | – | 0.03% | 355 |
|
|
2023
Q2 | $224K | Hold |
25,000
| – | – | 0.03% | 361 |
|
|
2023
Q1 | $220K | Hold |
25,000
| – | – | 0.03% | 350 |
|
|
2022
Q4 | $232K | Hold |
25,000
| – | – | 0.03% | 338 |
|
|
2022
Q3 | $226K | Hold |
25,000
| – | – | 0.03% | 329 |
|
|
2022
Q2 | $233K | Hold |
25,000
| – | – | 0.04% | 338 |
|
|
2022
Q1 | $429K | Buy |
25,000
+15,000
| +150% | +$257K | 0.06% | 267 |
|
|
2021
Q4 | $138K | Buy |
+10,000
| New | +$138K | 0.02% | 402 |
|