Morgan Stanley’s SB Financial Group SBFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
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|
2025
Q1 | $107K | Buy |
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|
2024
Q4 | $55.5K | Buy |
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|
2024
Q3 | $29.7K | Buy |
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|
2024
Q2 | $20.2K | Hold |
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|
2024
Q1 | $19.9K | Sell |
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|
2023
Q4 | $43.8K | Buy |
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|
2023
Q3 | $20.2K | Buy |
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|
2023
Q2 | $11.3K | Sell |
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|
2023
Q1 | $16K | Hold |
|
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|
2022
Q4 | $19.2K | Sell |
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|
2022
Q3 | $31K | Sell |
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|
2022
Q2 | $40K | Sell |
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|
2022
Q1 | $73K | Sell |
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|
2021
Q4 | $140K | Buy |
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|
2021
Q3 | $117K | Sell |
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|
2021
Q2 | $134K | Sell |
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|
2021
Q1 | $133K | Sell |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q3 | $126K | Sell |
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|
2020
Q2 | $180K | Sell |
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|
2020
Q1 | $176K | Buy |
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|
2019
Q4 | $155K | Buy |
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|
2019
Q3 | $1K | Sell |
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|
2019
Q2 | $1K | Buy |
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|
2019
Q1 | $0 | Sell |
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|
2018
Q4 | $0 | Sell |
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|
2018
Q3 | $98K | Sell |
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|
2018
Q2 | $101K | Sell |
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|
2018
Q1 | $104K | Buy |
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|
2017
Q4 | $90K | Sell |
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|
2017
Q3 | $103K | Sell |
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|
2017
Q2 | $123K | Buy |
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|
2017
Q1 | $110K | Sell |
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|
2016
Q4 | $146K | Buy |
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|
2016
Q3 | $113K | Hold |
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|
2016
Q2 | $98K | Sell |
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|
2016
Q1 | $92K | Buy |
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|
2015
Q4 | $89K | Sell |
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|
2015
Q3 | $103K | Sell |
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|
2015
Q2 | $106K | Buy |
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|
2015
Q1 | $106K | Hold |
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|
2014
Q4 | $94K | Hold |
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|
2014
Q3 | $91K | Hold |
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|
2014
Q2 | $84K | Sell |
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|
2014
Q1 | $84K | Sell |
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|
2013
Q4 | $83K | Buy |
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|
2013
Q3 | $81K | Sell |
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|
2013
Q2 | $79K | Buy |
|