SF
TWFG

Symphony Financial’s TWFG, Inc. Common Stock TWFG Stock Holding History

Symphony Financial’s Portfolio TWFG Stock Details TWFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$209K Buy
+6,049
New +$209K 0.03% 245
2025
Q1 		– Sell
-11,049
Closed -$336K – 230
2024
Q4 		$336K Hold
11,049
– – 0.05% 165
2024
Q3 		$310K Buy
+11,049
New +$310K 0.05% 182