Allworth Financial’s Five Star Bancorp FSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $137K | Buy |
4,804
+19
| +0.4% | +$542 | ﹤0.01% | 1356 |
|
2025
Q1 | $131K | Hold |
4,785
| – | – | ﹤0.01% | 1104 |
|
2024
Q4 | $144K | Hold |
4,785
| – | – | ﹤0.01% | 1079 |
|
2024
Q3 | $142K | Hold |
4,785
| – | – | ﹤0.01% | 926 |
|
2024
Q2 | $135K | Buy |
4,785
+3,420
| +251% | +$96.8K | ﹤0.01% | 955 |
|
2024
Q1 | $30.7K | Buy |
1,365
+1,000
| +274% | +$22.5K | ﹤0.01% | 1529 |
|
2023
Q4 | $9.56K | Hold |
365
| – | – | ﹤0.01% | 1995 |
|
2023
Q3 | $7.32K | Sell |
365
-10,545
| -97% | -$212K | ﹤0.01% | 1960 |
|
2023
Q2 | $244K | Buy |
10,910
+240
| +2% | +$5.37K | ﹤0.01% | 648 |
|
2023
Q1 | $228K | Buy |
10,670
+292
| +3% | +$6.23K | ﹤0.01% | 624 |
|
2022
Q4 | $283K | Buy |
10,378
+52
| +0.5% | +$1.42K | ﹤0.01% | 570 |
|
2022
Q3 | $293K | Buy |
10,326
+60
| +0.6% | +$1.7K | ﹤0.01% | 522 |
|
2022
Q2 | $271K | Hold |
10,266
| – | – | ﹤0.01% | 501 |
|
2022
Q1 | $291K | Hold |
10,266
| – | – | ﹤0.01% | 484 |
|
2021
Q4 | $308K | Buy |
+10,266
| New | +$308K | ﹤0.01% | 447 |
|