Graham Capital Wealth Management’s Sound Financial Bancorp SFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
5,259
-92
| -2% | -$4.23K | 0.27% | 59 |
|
|
2025
Q1 | $268K | Sell |
5,351
-88
| -2% | -$4.41K | 0.29% | 55 |
|
|
2024
Q4 | $286K | Sell |
5,439
-91
| -2% | -$4.79K | 0.25% | 57 |
|
|
2024
Q3 | $296K | Sell |
5,530
-302
| -5% | -$16.2K | 0.3% | 45 |
|
|
2024
Q2 | $251K | Sell |
5,832
-419
| -7% | -$18K | 0.34% | 37 |
|
|
2024
Q1 | $254K | Sell |
6,251
-151
| -2% | -$6.14K | 0.43% | 34 |
|
|
2023
Q4 | $250K | Buy |
+6,402
| New | +$250K | 0.66% | 27 |
|