Morgan Stanley’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 | $288K | Buy |
15,074
+9,926
| +193% | +$190K | ﹤0.01% | 5703 |
|
|
2025
Q1 | $107K | Buy |
5,148
+2,495
| +94% | +$52K | ﹤0.01% | 5976 |
|
|
2024
Q4 | $55.5K | Buy |
2,653
+1,211
| +84% | +$25.3K | ﹤0.01% | 6255 |
|
|
2024
Q3 | $29.7K | Buy |
1,442
+1
| +0.1% | +$21 | ﹤0.01% | 6374 |
|
|
2024
Q2 | $20.2K | Hold |
1,441
| – | – | ﹤0.01% | 6455 |
|
|
2024
Q1 | $19.9K | Sell |
1,441
-1,441
| -50% | -$19.9K | ﹤0.01% | 6492 |
|
|
2023
Q4 | $43.8K | Buy |
2,882
+1,389
| +93% | +$21.1K | ﹤0.01% | 6423 |
|
|
2023
Q3 | $20.2K | Buy |
1,493
+597
| +67% | +$8.06K | ﹤0.01% | 6479 |
|
|
2023
Q2 | $11.3K | Sell |
896
-234
| -21% | -$2.95K | ﹤0.01% | 6775 |
|
|
2023
Q1 | $16K | Hold |
1,130
| – | – | ﹤0.01% | 6706 |
|
|
2022
Q4 | $19.2K | Sell |
1,130
-690
| -38% | -$11.7K | ﹤0.01% | 6708 |
|
|
2022
Q3 | $31K | Sell |
1,820
-494
| -21% | -$8.41K | ﹤0.01% | 6611 |
|
|
2022
Q2 | $40K | Sell |
2,314
-1,327
| -36% | -$22.9K | ﹤0.01% | 6707 |
|
|
2022
Q1 | $73K | Sell |
3,641
-3,830
| -51% | -$76.8K | ﹤0.01% | 6501 |
|
|
2021
Q4 | $140K | Buy |
7,471
+746
| +11% | +$14K | ﹤0.01% | 6254 |
|
|
2021
Q3 | $117K | Sell |
6,725
-868
| -11% | -$15.1K | ﹤0.01% | 6286 |
|
|
2021
Q2 | $134K | Sell |
7,593
-55
| -0.7% | -$971 | ﹤0.01% | 6209 |
|
|
2021
Q1 | $133K | Sell |
7,648
-6,372
| -45% | -$111K | ﹤0.01% | 5873 |
|
|
2020
Q4 | $244K | Buy |
14,020
+4,190
| +43% | +$72.9K | ﹤0.01% | 5491 |
|
|
2020
Q3 | $126K | Sell |
9,830
-1,517
| -13% | -$19.4K | ﹤0.01% | 5321 |
|
|
2020
Q2 | $180K | Sell |
11,347
-5,290
| -32% | -$83.9K | ﹤0.01% | 5124 |
|
|
2020
Q1 | $176K | Buy |
16,637
+8,371
| +101% | +$88.6K | ﹤0.01% | 4917 |
|
|
2019
Q4 | $155K | Buy |
8,266
+8,213
| +15,496% | +$154K | ﹤0.01% | 5503 |
|
|
2019
Q3 | $1K | Sell |
53
-42
| -44% | -$792 | ﹤0.01% | 6568 |
|
|
2019
Q2 | $1K | Buy |
95
+81
| +579% | +$853 | ﹤0.01% | 6568 |
|
|
2019
Q1 | $0 | Sell |
14
-1
| -7% | – | ﹤0.01% | 6688 |
|
|
2018
Q4 | $0 | Sell |
15
-5,066
| -100% | – | ﹤0.01% | 6711 |
|
|
2018
Q3 | $98K | Sell |
5,081
-174
| -3% | -$3.36K | ﹤0.01% | 5695 |
|
|
2018
Q2 | $101K | Sell |
5,255
-674
| -11% | -$13K | ﹤0.01% | 5741 |
|
|
2018
Q1 | $104K | Buy |
5,929
+784
| +15% | +$13.8K | ﹤0.01% | 5696 |
|
|
2017
Q4 | $90K | Sell |
5,145
-1,155
| -18% | -$20.2K | ﹤0.01% | 5668 |
|
|
2017
Q3 | $103K | Sell |
6,300
-1,365
| -18% | -$22.3K | ﹤0.01% | 5573 |
|
|
2017
Q2 | $123K | Buy |
7,665
+735
| +11% | +$11.8K | ﹤0.01% | 5556 |
|
|
2017
Q1 | $110K | Sell |
6,930
-2,625
| -27% | -$41.7K | ﹤0.01% | 5562 |
|
|
2016
Q4 | $146K | Buy |
9,555
+105
| +1% | +$1.6K | ﹤0.01% | 5454 |
|
|
2016
Q3 | $113K | Hold |
9,450
| – | – | ﹤0.01% | 5256 |
|
|
2016
Q2 | $98K | Sell |
9,450
-7
| -0.1% | -$73 | ﹤0.01% | 5249 |
|
|
2016
Q1 | $92K | Buy |
9,457
+1,048
| +12% | +$10.2K | ﹤0.01% | 5355 |
|
|
2015
Q4 | $89K | Sell |
8,409
-2,091
| -20% | -$22.1K | ﹤0.01% | 5469 |
|
|
2015
Q3 | $103K | Sell |
10,500
-9
| -0.1% | -$88 | ﹤0.01% | 5410 |
|
|
2015
Q2 | $106K | Buy |
10,509
+1
| +0% | +$10 | ﹤0.01% | 5552 |
|
|
2015
Q1 | $106K | Hold |
10,508
| – | – | ﹤0.01% | 5501 |
|
|
2014
Q4 | $94K | Hold |
10,508
| – | – | ﹤0.01% | 5573 |
|
|
2014
Q3 | $91K | Hold |
10,508
| – | – | ﹤0.01% | 5513 |
|
|
2014
Q2 | $84K | Sell |
10,508
-93
| -0.9% | -$743 | ﹤0.01% | 5572 |
|
|
2014
Q1 | $84K | Sell |
10,601
-397
| -4% | -$3.15K | ﹤0.01% | 5519 |
|
|
2013
Q4 | $83K | Buy |
10,998
+93
| +0.9% | +$702 | ﹤0.01% | 5406 |
|
|
2013
Q3 | $81K | Sell |
10,905
-2
| -0% | -$15 | ﹤0.01% | 5133 |
|
|
2013
Q2 | $79K | Buy |
+10,907
| New | +$79K | ﹤0.01% | 5128 |
|