Bank of Montreal’s United Security Bancshares UBFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,800
| Closed | -$117K | – | 3666 |
|
|
2022
Q4 | $117K | Buy |
+15,800
| New | +$117K | ﹤0.01% | 2897 |
|
|
2021
Q2 | – | Sell |
-672
| Closed | -$5K | – | 4499 |
|
|
2021
Q1 | $5K | Sell |
672
-1,563
| -70% | -$11.6K | ﹤0.01% | 4265 |
|
|
2020
Q4 | $16K | Buy |
2,235
+1,367
| +157% | +$9.79K | ﹤0.01% | 4045 |
|
|
2020
Q3 | $6K | Sell |
868
-399
| -31% | -$2.76K | ﹤0.01% | 3944 |
|
|
2020
Q2 | $7K | Buy |
+1,267
| New | +$7K | ﹤0.01% | 3973 |
|
|
2020
Q1 | – | Sell |
-1,676
| Closed | -$18K | – | 4154 |
|
|
2019
Q4 | $18K | Buy |
1,676
+495
| +42% | +$5.32K | ﹤0.01% | 3840 |
|
|
2019
Q3 | $12K | Buy |
1,181
+17
| +1% | +$173 | ﹤0.01% | 3855 |
|
|
2019
Q2 | $13K | Buy |
1,164
+1,150
| +8,214% | +$12.8K | ﹤0.01% | 3948 |
|
|
2019
Q1 | $0 | Sell |
14
-177
| -93% | – | ﹤0.01% | 4208 |
|
|
2018
Q4 | $2K | Buy |
191
+100
| +110% | +$1.05K | ﹤0.01% | 4055 |
|
|
2018
Q3 | $1K | Sell |
91
-3
| -3% | -$33 | ﹤0.01% | 4271 |
|
|
2018
Q2 | $1K | Buy |
+94
| New | +$1K | ﹤0.01% | 4253 |
|