SWM
Stockman Wealth Management’s Eagle Bancorp Montana EBMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
29,000
| – | – | 0.07% | 104 |
|
|
2025
Q1 | $486K | Hold |
29,000
| – | – | 0.07% | 104 |
|
|
2024
Q4 | $445K | Sell |
29,000
-5,803
| -17% | -$89K | 0.07% | 112 |
|
|
2024
Q3 | $550K | Hold |
34,803
| – | – | 0.09% | 100 |
|
|
2024
Q2 | $462K | Hold |
34,803
| – | – | 0.08% | 110 |
|
|
2024
Q1 | $447K | Hold |
34,803
| – | – | 0.08% | 114 |
|
|
2023
Q4 | $550K | Hold |
34,803
| – | – | 0.11% | 94 |
|
|
2023
Q3 | $411K | Hold |
34,803
| – | – | 0.09% | 111 |
|
|
2023
Q2 | $460K | Buy |
34,803
+3,000
| +9% | +$39.7K | 0.1% | 109 |
|
|
2023
Q1 | $449K | Sell |
31,803
-700
| -2% | -$9.88K | 0.1% | 113 |
|
|
2022
Q4 | $525K | Buy |
32,503
+8,661
| +36% | +$140K | 0.12% | 108 |
|
|
2022
Q3 | $453K | Buy |
23,842
+8,328
| +54% | +$158K | 0.12% | 101 |
|
|
2022
Q2 | $309K | Buy |
15,514
+3,011
| +24% | +$60K | 0.08% | 139 |
|
|
2022
Q1 | $279K | Sell |
12,503
-200
| -2% | -$4.46K | 0.06% | 161 |
|
|
2021
Q4 | $292K | Hold |
12,703
| – | – | 0.06% | 162 |
|
|
2021
Q3 | $284K | Buy |
12,703
+300
| +2% | +$6.71K | 0.06% | 159 |
|
|
2021
Q2 | $285K | Sell |
12,403
-200
| -2% | -$4.6K | 0.07% | 155 |
|
|
2021
Q1 | $307K | Sell |
12,603
-1,080
| -8% | -$26.3K | 0.09% | 139 |
|
|
2020
Q4 | $290K | Hold |
13,683
| – | – | 0.09% | 136 |
|
|
2020
Q3 | $241K | Hold |
13,683
| – | – | 0.09% | 137 |
|
|
2020
Q2 | $238K | Sell |
13,683
-1,612
| -11% | -$28K | 0.09% | 132 |
|
|
2020
Q1 | $248K | Sell |
15,295
-1,238
| -7% | -$20.1K | 0.11% | 116 |
|
|
2019
Q4 | $354K | Sell |
16,533
-9,870
| -37% | -$211K | 0.13% | 119 |
|
|
2019
Q3 | $462K | Sell |
26,403
-360
| -1% | -$6.3K | 0.18% | 95 |
|
|
2019
Q2 | $444K | Buy |
26,763
+1,050
| +4% | +$17.4K | 0.18% | 95 |
|
|
2019
Q1 | $436K | Buy |
25,713
+534
| +2% | +$9.06K | 0.19% | 92 |
|
|
2018
Q4 | $407K | Buy |
25,179
+2,346
| +10% | +$37.9K | 0.19% | 93 |
|
|
2018
Q3 | $414K | Hold |
22,833
| – | – | 0.18% | 96 |
|
|
2018
Q2 | $441K | Sell |
22,833
-400
| -2% | -$7.73K | 0.2% | 90 |
|
|
2018
Q1 | $482K | Hold |
23,233
| – | – | 0.22% | 85 |
|
|
2017
Q4 | $487K | Hold |
23,233
| – | – | 0.22% | 87 |
|
|
2017
Q3 | $430K | Buy |
23,233
+7,550
| +48% | +$140K | 0.21% | 90 |
|
|
2017
Q2 | $284K | Sell |
15,683
-600
| -4% | -$10.9K | 0.28% | 88 |
|
|
2017
Q1 | $324K | Buy |
16,283
+1,300
| +9% | +$25.9K | 0.18% | 101 |
|
|
2016
Q4 | $316K | Buy |
14,983
+985
| +7% | +$20.8K | 0.19% | 94 |
|
|
2016
Q3 | $199K | Hold |
13,998
| – | – | 0.12% | 118 |
|
|
2016
Q2 | $178K | Sell |
13,998
-300
| -2% | -$3.82K | 0.14% | 66 |
|
|
2016
Q1 | $174K | Hold |
14,298
| – | – | 0.14% | 69 |
|
|
2015
Q4 | $177K | Buy |
14,298
+986
| +7% | +$12.2K | 0.14% | 77 |
|
|
2015
Q3 | $151K | Hold |
13,312
| – | – | 0.13% | 78 |
|
|
2015
Q2 | $144K | Hold |
13,312
| – | – | 0.12% | 76 |
|
|
2015
Q1 | $148K | Sell |
13,312
-3,552
| -21% | -$39.5K | 0.13% | 79 |
|
|
2014
Q4 | $185K | Buy |
+16,864
| New | +$185K | 0.16% | 80 |
|