Charles Schwab’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 | $347K | Buy |
+18,155
| New | +$347K | ﹤0.01% | 3274 |
|
|
2021
Q2 | – | Sell |
-17,220
| Closed | -$300K | – | 3523 |
|
|
2021
Q1 | $300K | Buy |
17,220
+15
| +0.1% | +$261 | ﹤0.01% | 3243 |
|
|
2020
Q4 | $300K | Sell |
17,205
-1,422
| -8% | -$24.8K | ﹤0.01% | 3161 |
|
|
2020
Q3 | $240K | Hold |
18,627
| – | – | ﹤0.01% | 3123 |
|
|
2020
Q2 | $295K | Buy |
+18,627
| New | +$295K | ﹤0.01% | 3052 |
|