IFP Advisors’s SB Financial Group SBFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210 | Hold |
11
| – | – | ﹤0.01% | 4620 |
|
|
2025
Q1 | $229 | Hold |
11
| – | – | ﹤0.01% | 3631 |
|
|
2024
Q4 | $230 | Hold |
11
| – | – | ﹤0.01% | 3663 |
|
|
2024
Q3 | $226 | Hold |
11
| – | – | ﹤0.01% | 3205 |
|
|
2024
Q2 | $154 | Hold |
11
| – | – | ﹤0.01% | 3152 |
|
|
2024
Q1 | $152 | Hold |
11
| – | – | ﹤0.01% | 3042 |
|
|
2023
Q4 | $167 | Hold |
11
| – | – | ﹤0.01% | 2948 |
|
|
2023
Q3 | $148 | Hold |
11
| – | – | ﹤0.01% | 3206 |
|
|
2023
Q2 | $139 | Hold |
11
| – | – | ﹤0.01% | 3335 |
|
|
2023
Q1 | $207 | Buy |
+11
| New | +$207 | ﹤0.01% | 3271 |
|
|
2022
Q1 | – | Sell |
-684
| Closed | -$13K | – | 4591 |
|
|
2021
Q4 | $13K | Buy |
684
+5
| +0.7% | +$95 | ﹤0.01% | 2091 |
|
|
2021
Q3 | $12K | Buy |
679
+4
| +0.6% | +$71 | ﹤0.01% | 2157 |
|
|
2021
Q2 | $12K | Buy |
675
+4
| +0.6% | +$71 | ﹤0.01% | 2143 |
|
|
2021
Q1 | $12K | Buy |
671
+3
| +0.4% | +$54 | ﹤0.01% | 2058 |
|
|
2020
Q4 | $12K | Buy |
668
+4
| +0.6% | +$72 | ﹤0.01% | 1998 |
|
|
2020
Q3 | $9K | Hold |
664
| – | – | ﹤0.01% | 1945 |
|
|
2020
Q2 | $11K | Buy |
+664
| New | +$11K | ﹤0.01% | 1784 |
|