Strategic Financial Services’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 | $512K | Hold |
19,846
| – | – | 0.03% | 88 |
|
|
2025
Q1 | $480K | Hold |
19,846
| – | – | 0.03% | 91 |
|
|
2024
Q4 | $540K | Sell |
19,846
-1,502
| -7% | -$40.9K | 0.03% | 88 |
|
|
2024
Q3 | $589K | Sell |
21,348
-2,936
| -12% | -$81K | 0.03% | 80 |
|
|
2024
Q2 | $616K | Sell |
24,284
-1,500
| -6% | -$38.1K | 0.04% | 77 |
|
|
2024
Q1 | $702K | Sell |
25,784
-2,827
| -10% | -$76.9K | 0.05% | 73 |
|
|
2023
Q4 | $942K | Buy |
28,611
+7,270
| +34% | +$239K | 0.07% | 65 |
|
|
2023
Q3 | $550K | Hold |
21,341
| – | – | 0.04% | 79 |
|
|
2023
Q2 | $659K | Hold |
21,341
| – | – | 0.05% | 81 |
|
|
2023
Q1 | $628K | Hold |
21,341
| – | – | 0.05% | 81 |
|
|
2022
Q4 | $714K | Hold |
21,341
| – | – | 0.06% | 75 |
|
|
2022
Q3 | $567K | Hold |
21,341
| – | – | 0.05% | 85 |
|
|
2022
Q2 | $518K | Sell |
21,341
-483
| -2% | -$11.7K | 0.04% | 89 |
|
|
2022
Q1 | $624K | Sell |
21,824
-4,517
| -17% | -$129K | 0.05% | 88 |
|
|
2021
Q4 | $685K | Sell |
26,341
-11,091
| -30% | -$288K | 0.05% | 88 |
|
|
2021
Q3 | $962K | Hold |
37,432
| – | – | 0.08% | 75 |
|
|
2021
Q2 | $973K | Hold |
37,432
| – | – | 0.08% | 75 |
|
|
2021
Q1 | $996K | Sell |
37,432
-4,469
| -11% | -$119K | 0.08% | 75 |
|
|
2020
Q4 | $1.1M | Buy |
41,901
+404
| +1% | +$10.6K | 0.1% | 77 |
|
|
2020
Q3 | $1.01M | Buy |
+41,497
| New | +$1.01M | 0.1% | 74 |
|