Kestra Private Wealth Services’s United Security Bancshares UBFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
37,332
+555
| +2% | +$4.8K | ﹤0.01% | 1234 |
|
|
2025
Q1 | $330K | Buy |
36,777
+442
| +1% | +$3.96K | 0.01% | 1151 |
|
|
2024
Q4 | $367K | Buy |
36,335
+495
| +1% | +$5K | 0.01% | 1053 |
|
|
2024
Q3 | $312K | Buy |
35,840
+534
| +2% | +$4.65K | 0.01% | 1068 |
|
|
2024
Q2 | $256K | Buy |
35,306
+578
| +2% | +$4.19K | 0.01% | 1107 |
|
|
2024
Q1 | $268K | Buy |
34,728
+528
| +2% | +$4.07K | 0.01% | 1058 |
|
|
2023
Q4 | $288K | Buy |
34,200
+560
| +2% | +$4.71K | 0.01% | 967 |
|
|
2023
Q3 | $250K | Buy |
+33,640
| New | +$250K | 0.01% | 952 |
|