Charles Schwab’s United Security Bancshares UBFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $198K | Hold |
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|
2020
Q2 | $217K | Hold |
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|
2020
Q1 | $207K | Hold |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $340K | Hold |
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|
2019
Q2 | $368K | Buy |
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|
2019
Q1 | $319K | Hold |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $304K | Buy |
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|
2018
Q2 | $260K | Hold |
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|
2018
Q1 | $250K | Hold |
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|
2017
Q4 | $256K | Hold |
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|
2017
Q3 | $221K | Hold |
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|
2017
Q2 | $215K | Buy |
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