Bridgewealth Advisory Group’s United Security Bancshares UBFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
+1,218,380
| New | +$10.5M | 2.67% | 10 |
|
|
2025
Q1 | – | Sell |
-1,217,932
| Closed | -$12.3M | – | 107 |
|
|
2024
Q4 | $12.3M | Buy |
1,217,932
+29,581
| +2% | +$298K | 3.47% | 8 |
|
|
2024
Q3 | $10.4M | Sell |
1,188,351
-4,737
| -0.4% | -$41.3K | 3.76% | 9 |
|
|
2024
Q2 | $8.65M | Hold |
1,193,088
| – | – | 3.83% | 8 |
|
|
2024
Q1 | $9.2M | Sell |
1,193,088
-951
| -0.1% | -$7.33K | 4.5% | 5 |
|
|
2023
Q4 | $10M | Buy |
1,194,039
+951
| +0.1% | +$8K | 7.69% | 3 |
|
|
2023
Q3 | $8.88M | Buy |
1,193,088
+44,182
| +4% | +$329K | 10.9% | 3 |
|
|
2023
Q2 | $7.65M | Sell |
1,148,906
-2,648
| -0.2% | -$17.6K | 12.43% | 2 |
|
|
2023
Q1 | $7.35M | Hold |
1,151,554
| – | – | 13.54% | 1 |
|
|
2022
Q4 | $8.42M | Buy |
+1,151,554
| New | +$8.42M | 16.51% | 1 |
|