Summit Asset Management’s The Bancorp TBBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,250
Closed -$281K 172
2024
Q3
$281K Buy
+5,250
New +$281K 0.05% 136
2024
Q1
Sell
-5,250
Closed -$202K 162
2023
Q4
$202K Buy
+5,250
New +$202K 0.05% 152