HBK Sorce Advisory’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $318K | Hold |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $252K | Hold |
|
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|
2024
Q1 | $241K | Sell |
|
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|
2023
Q4 | $375K | Hold |
|
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $889K | Buy |
|
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|
2022
Q3 | $452K | Hold |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $483K | Sell |
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|
2021
Q4 | $500K | Hold |
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|
2021
Q3 | $478K | Hold |
|
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|
2021
Q2 | $460K | Hold |
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|
2021
Q1 | $459K | Buy |
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|
2020
Q4 | $403K | Hold |
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|
2020
Q3 | $384K | Buy |
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|
2020
Q2 | $436K | Hold |
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|
2020
Q1 | $386K | Hold |
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|
2019
Q4 | $603K | Hold |
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|
2019
Q3 | $555K | Hold |
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|
2019
Q2 | $475K | Buy |
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|
2019
Q1 | $463K | Hold |
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|
2018
Q4 | $483K | Hold |
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|
2018
Q3 | $602K | Buy |
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