Creative Planning’s Sound Financial Bancorp SFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-87
| Closed | -$3K | – | 3297 |
|
|
2017
Q2 | $3K | Hold |
87
| – | – | ﹤0.01% | 4120 |
|
|
2017
Q1 | $3K | Hold |
87
| – | – | ﹤0.01% | 4104 |
|
|
2016
Q4 | $2K | Hold |
87
| – | – | ﹤0.01% | 4178 |
|
|
2016
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 4118 |
|
|
2016
Q2 | $2K | Hold |
87
| – | – | ﹤0.01% | 3942 |
|
|
2016
Q1 | $2K | Hold |
87
| – | – | ﹤0.01% | 3898 |
|
|
2015
Q4 | $2K | Hold |
87
| – | – | ﹤0.01% | 3966 |
|
|
2015
Q3 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 3895 |
|
|
2015
Q2 | – | Sell |
-87
| Closed | -$2K | – | 2558 |
|
|
2015
Q1 | $2K | Hold |
87
| – | – | ﹤0.01% | 3796 |
|
|
2014
Q4 | $2K | Hold |
87
| – | – | ﹤0.01% | 3741 |
|
|
2014
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 3591 |
|
|
2014
Q2 | $2K | Hold |
87
| – | – | ﹤0.01% | 3424 |
|
|
2014
Q1 | $2K | Hold |
87
| – | – | ﹤0.01% | 3294 |
|
|
2013
Q4 | $1K | Hold |
87
| – | – | ﹤0.01% | 3228 |
|
|
2013
Q3 | $1K | Hold |
87
| – | – | ﹤0.01% | 3118 |
|
|
2013
Q2 | $1K | Buy |
+87
| New | +$1K | ﹤0.01% | 2968 |
|