Steward Partners Investment Advisory’s The Bancorp TBBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Sell |
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|
2025
Q2 | $923K | Buy |
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|
2025
Q1 | $840K | Buy |
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|
2024
Q4 | $96.6K | Buy |
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|
2024
Q3 | $93.6K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $23.3K | Hold |
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|
2022
Q4 | $23.7K | Hold |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $828K | Buy |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $5K | Buy |
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