Stifel Financial’s Norwood Financial Corp NWFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
8,548
| – | – | ﹤0.01% | 3218 |
|
|
2025
Q1 | $207K | Sell |
8,548
-150
| -2% | -$3.63K | ﹤0.01% | 3177 |
|
|
2024
Q4 | $237K | Sell |
8,698
-175
| -2% | -$4.76K | ﹤0.01% | 3088 |
|
|
2024
Q3 | $245K | Sell |
8,873
-49
| -0.5% | -$1.35K | ﹤0.01% | 3057 |
|
|
2024
Q2 | $226K | Hold |
8,922
| – | – | ﹤0.01% | 3048 |
|
|
2024
Q1 | $243K | Sell |
8,922
-247
| -3% | -$6.72K | ﹤0.01% | 3016 |
|
|
2023
Q4 | $302K | Hold |
9,169
| – | – | ﹤0.01% | 2843 |
|
|
2023
Q3 | $236K | Hold |
9,169
| – | – | ﹤0.01% | 2909 |
|
|
2023
Q2 | $271K | Hold |
9,169
| – | – | ﹤0.01% | 2884 |
|
|
2023
Q1 | $270K | Hold |
9,169
| – | – | ﹤0.01% | 2881 |
|
|
2022
Q4 | $307K | Hold |
9,169
| – | – | ﹤0.01% | 2752 |
|
|
2022
Q3 | $244K | Sell |
9,169
-73
| -0.8% | -$1.94K | ﹤0.01% | 2847 |
|
|
2022
Q2 | $224K | Sell |
9,242
-551
| -6% | -$13.4K | ﹤0.01% | 2923 |
|
|
2022
Q1 | $280K | Sell |
9,793
-1,275
| -12% | -$36.5K | ﹤0.01% | 2916 |
|
|
2021
Q4 | $288K | Hold |
11,068
| – | – | ﹤0.01% | 2938 |
|
|
2021
Q3 | $283K | Sell |
11,068
-616
| -5% | -$15.8K | ﹤0.01% | 2946 |
|
|
2021
Q2 | $304K | Sell |
11,684
-1,000
| -8% | -$26K | ﹤0.01% | 2894 |
|
|
2021
Q1 | $338K | Sell |
12,684
-150
| -1% | -$4K | ﹤0.01% | 2715 |
|
|
2020
Q4 | $336K | Sell |
12,834
-446
| -3% | -$11.7K | ﹤0.01% | 2541 |
|
|
2020
Q3 | $323K | Buy |
13,280
+3,286
| +33% | +$79.9K | ﹤0.01% | 2353 |
|
|
2020
Q2 | $248K | Buy |
9,994
+168
| +2% | +$4.17K | ﹤0.01% | 2481 |
|
|
2020
Q1 | $261K | Hold |
9,826
| – | – | ﹤0.01% | 2273 |
|
|
2019
Q4 | $384K | Sell |
9,826
-200
| -2% | -$7.82K | ﹤0.01% | 2415 |
|
|
2019
Q3 | $316K | Hold |
10,026
| – | – | ﹤0.01% | 2419 |
|
|
2019
Q2 | $348K | Buy |
10,026
+2,571
| +34% | +$89.2K | ﹤0.01% | 2415 |
|
|
2019
Q1 | $230K | Hold |
7,455
| – | – | ﹤0.01% | 2521 |
|
|
2018
Q4 | $242K | Sell |
7,455
-25
| -0.3% | -$812 | ﹤0.01% | 2358 |
|
|
2018
Q3 | $293K | Sell |
7,480
-100
| -1% | -$3.92K | ﹤0.01% | 2377 |
|
|
2018
Q2 | $274K | Sell |
7,580
-123
| -2% | -$4.45K | ﹤0.01% | 2355 |
|
|
2018
Q1 | $233K | Sell |
7,703
-54
| -0.7% | -$1.63K | ﹤0.01% | 2394 |
|
|
2017
Q4 | $252K | Buy |
7,757
+619
| +9% | +$20.1K | ﹤0.01% | 2302 |
|
|
2017
Q3 | $221K | Buy |
+7,138
| New | +$221K | ﹤0.01% | 2318 |
|