Destination Wealth Management’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 | $817K | Hold |
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|
2025
Q1 | $847K | Hold |
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|
2024
Q4 | $955K | Hold |
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|
2024
Q3 | $823K | Hold |
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|
2024
Q2 | $685K | Hold |
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|
2024
Q1 | $729K | Hold |
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|
2023
Q4 | $795K | Hold |
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|
2023
Q3 | $703K | Hold |
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|
2023
Q2 | $629K | Hold |
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|
2023
Q1 | $603K | Hold |
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|
2022
Q4 | $691K | Hold |
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|
2022
Q3 | $616K | Hold |
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|
2022
Q2 | $720K | Hold |
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|
2022
Q1 | $784K | Hold |
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|
2021
Q4 | $767K | Hold |
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|
2021
Q3 | $756K | Hold |
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|
2021
Q2 | $772K | Hold |
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|
2021
Q1 | $774K | Hold |
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|
2020
Q4 | $666K | Hold |
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|
2020
Q3 | $577K | Hold |
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|
2020
Q2 | $632K | Hold |
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|
2020
Q1 | $605K | Hold |
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|
2019
Q4 | $1.01M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.08M | Hold |
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|
2019
Q1 | $1M | Hold |
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|
2018
Q4 | $905K | Hold |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $28K | Sell |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $886K | Buy |
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|
2017
Q2 | $858K | Buy |
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|
2017
Q1 | $667K | Hold |
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|
2016
Q4 | $708K | Sell |
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|
2016
Q3 | $566K | Sell |
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|
2016
Q2 | $569K | Buy |
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|
2016
Q1 | $470K | Sell |
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|
2015
Q4 | $470K | Sell |
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|
2015
Q3 | $456K | Sell |
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|
2015
Q2 | $430K | Sell |
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|
2015
Q1 | $453K | Hold |
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|
2014
Q4 | $456K | Sell |
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|
2014
Q3 | $461K | Hold |
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|
2014
Q2 | $455K | Sell |
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|
2014
Q1 | $449K | Sell |
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|
2013
Q4 | $395K | Sell |
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|
2013
Q3 | $336K | Buy |
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|
2013
Q2 | $333K | Buy |
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