Acadian Asset Management’s SB Financial Group SBFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Buy |
7,292
+1,531
| +27% | +$28.8K | ﹤0.01% | 1362 |
|
|
2025
Q1 | $119K | Buy |
5,761
+2,068
| +56% | +$42.7K | ﹤0.01% | 1326 |
|
|
2024
Q4 | $76K | Buy |
3,693
+1,256
| +52% | +$25.8K | ﹤0.01% | 1401 |
|
|
2024
Q3 | $50K | Hold |
2,437
| – | – | ﹤0.01% | 1792 |
|
|
2024
Q2 | $34K | Hold |
2,437
| – | – | ﹤0.01% | 1639 |
|
|
2024
Q1 | $32K | Hold |
2,437
| – | – | ﹤0.01% | 1428 |
|
|
2023
Q4 | $36K | Hold |
2,437
| – | – | ﹤0.01% | 1502 |
|
|
2023
Q3 | $32K | Hold |
2,437
| – | – | ﹤0.01% | 1474 |
|
|
2023
Q2 | $30K | Hold |
2,437
| – | – | ﹤0.01% | 1591 |
|
|
2023
Q1 | $34K | Hold |
2,437
| – | – | ﹤0.01% | 1575 |
|
|
2022
Q4 | $41K | Hold |
2,437
| – | – | ﹤0.01% | 1606 |
|
|
2022
Q3 | $40K | Sell |
2,437
-193
| -7% | -$3.17K | ﹤0.01% | 1525 |
|
|
2022
Q2 | $46K | Hold |
2,630
| – | – | ﹤0.01% | 1506 |
|
|
2022
Q1 | $52K | Buy |
+2,630
| New | +$52K | ﹤0.01% | 1466 |
|
|
2021
Q1 | – | Sell |
-2,465
| Closed | -$43K | – | 2290 |
|
|
2020
Q4 | $43K | Sell |
2,465
-1,099
| -31% | -$19.2K | ﹤0.01% | 1972 |
|
|
2020
Q3 | $46K | Hold |
3,564
| – | – | ﹤0.01% | 1876 |
|
|
2020
Q2 | $57K | Sell |
3,564
-32,126
| -90% | -$514K | ﹤0.01% | 1882 |
|
|
2020
Q1 | $377K | Buy |
35,690
+2,577
| +8% | +$27.2K | ﹤0.01% | 1034 |
|
|
2019
Q4 | $620K | Buy |
33,113
+1,042
| +3% | +$19.5K | ﹤0.01% | 1018 |
|
|
2019
Q3 | $511K | Hold |
32,071
| – | – | ﹤0.01% | 1078 |
|
|
2019
Q2 | $504K | Buy |
32,071
+5,725
| +22% | +$90K | ﹤0.01% | 1017 |
|
|
2019
Q1 | $453K | Buy |
26,346
+675
| +3% | +$11.6K | ﹤0.01% | 1118 |
|
|
2018
Q4 | $403K | Buy |
25,671
+2,104
| +9% | +$33K | ﹤0.01% | 964 |
|
|
2018
Q3 | $457K | Buy |
23,567
+757
| +3% | +$14.7K | ﹤0.01% | 907 |
|
|
2018
Q2 | $442K | Buy |
22,810
+13,683
| +150% | +$265K | ﹤0.01% | 916 |
|
|
2018
Q1 | $161K | Buy |
9,127
+4,457
| +95% | +$78.6K | ﹤0.01% | 1112 |
|
|
2017
Q4 | $82K | Buy |
4,670
+3,188
| +215% | +$56K | ﹤0.01% | 1134 |
|
|
2017
Q3 | $24K | Buy |
1,482
+124
| +9% | +$2.01K | ﹤0.01% | 1197 |
|
|
2017
Q2 | $22K | Buy |
1,358
+150
| +12% | +$2.43K | ﹤0.01% | 1237 |
|
|
2017
Q1 | $19K | Hold |
1,208
| – | – | ﹤0.01% | 1383 |
|
|
2016
Q4 | $18K | Buy |
1,208
+291
| +32% | +$4.34K | ﹤0.01% | 1334 |
|
|
2016
Q3 | $11K | Buy |
917
+300
| +49% | +$3.6K | ﹤0.01% | 1231 |
|
|
2016
Q2 | $6K | Hold |
617
| – | – | ﹤0.01% | 1280 |
|
|
2016
Q1 | $6K | Buy |
617
+69
| +13% | +$671 | ﹤0.01% | 1241 |
|
|
2015
Q4 | $6K | Buy |
548
+366
| +201% | +$4.01K | ﹤0.01% | 1288 |
|
|
2015
Q3 | $2K | Buy |
+182
| New | +$2K | ﹤0.01% | 1260 |
|