Summit Financial Strategies’s Starwood Property Trust STWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$185K	Hold	10,718	–	–	0.01%	161
2025 Q4	$193K	Hold	10,718	–	–	0.02%	158
2025 Q3	$208K	Sell	10,718 -185	-2%	-$3.73K	0.02%	146
2025 Q2	$219K	Hold	10,903	–	–	0.02%	136
2025 Q1	$216K	Hold	10,903	–	–	0.02%	135
2024 Q4	$207K	Hold	10,903	–	–	0.02%	135
2024 Q3	$222K	Buy	10,903 +180	+2%	+$3.59K	0.03%	134
2024 Q2	$203K	Hold	10,723	–	–	0.03%	140
2024 Q1	$218K	Buy	10,723 +5	+0%	+$101	0.03%	131
2023 Q4	$225K	Hold	10,718	–	–	0.03%	129
2023 Q3	$207K	Hold	10,718	–	–	0.04%	121
2023 Q2	$208K	Hold	10,718	–	–	0.04%	120
2023 Q1	$190K	Hold	10,718	–	–	0.04%	118
2022 Q4	$196K	Hold	10,718	–	–	0.04%	116
2022 Q3	$195K	Hold	10,718	–	–	0.05%	112
2022 Q2	$224K	Hold	10,718	–	–	0.05%	107
2022 Q1	$259K	Hold	10,718	–	–	0.05%	93
2021 Q4	$260K	Hold	10,718	–	–	0.05%	102
2021 Q3	$262K	Hold	10,718	–	–	0.05%	100
2021 Q2	$280K	Buy	+10,718	New	+$273K	0.06%	96