Charles Schwab’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 | $350K | Buy |
+40,451
| New | +$350K | ﹤0.01% | 3271 |
|
|
2021
Q2 | – | Sell |
-32,297
| Closed | -$265K | – | 3540 |
|
|
2021
Q1 | $265K | Hold |
32,297
| – | – | ﹤0.01% | 3273 |
|
|
2020
Q4 | $228K | Hold |
32,297
| – | – | ﹤0.01% | 3238 |
|
|
2020
Q3 | $198K | Hold |
32,297
| – | – | ﹤0.01% | 3177 |
|
|
2020
Q2 | $217K | Hold |
32,297
| – | – | ﹤0.01% | 3152 |
|
|
2020
Q1 | $207K | Hold |
32,297
| – | – | ﹤0.01% | 3007 |
|
|
2019
Q4 | $347K | Hold |
32,297
| – | – | ﹤0.01% | 2939 |
|
|
2019
Q3 | $340K | Hold |
32,297
| – | – | ﹤0.01% | 2937 |
|
|
2019
Q2 | $368K | Buy |
32,297
+2,274
| +8% | +$25.9K | ﹤0.01% | 2952 |
|
|
2019
Q1 | $319K | Hold |
30,023
| – | – | ﹤0.01% | 2925 |
|
|
2018
Q4 | $288K | Buy |
30,023
+2,700
| +10% | +$25.9K | ﹤0.01% | 2949 |
|
|
2018
Q3 | $304K | Buy |
27,323
+4,123
| +18% | +$45.9K | ﹤0.01% | 2998 |
|
|
2018
Q2 | $260K | Hold |
23,200
| – | – | ﹤0.01% | 3016 |
|
|
2018
Q1 | $250K | Hold |
23,200
| – | – | ﹤0.01% | 2934 |
|
|
2017
Q4 | $256K | Hold |
23,200
| – | – | ﹤0.01% | 2926 |
|
|
2017
Q3 | $221K | Hold |
23,200
| – | – | ﹤0.01% | 2985 |
|
|
2017
Q2 | $215K | Buy |
+23,200
| New | +$215K | ﹤0.01% | 3007 |
|