Morgan Stanley’s Sound Financial Bancorp SFBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $159K | Buy |
3,458
+3,109
| +891% | +$143K | ﹤0.01% | 5941 |
|
2025
Q1 | $17.5K | Buy |
349
+342
| +4,886% | +$17.2K | ﹤0.01% | 6618 |
|
2024
Q4 | $369 | Buy |
7
+6
| +600% | +$316 | ﹤0.01% | 7370 |
|
2024
Q3 | $79 | Sell |
1
-21
| -95% | -$1.66K | ﹤0.01% | 7481 |
|
2024
Q2 | $964 | Hold |
22
| – | – | ﹤0.01% | 7158 |
|
2024
Q1 | $903 | Sell |
22
-20
| -48% | -$821 | ﹤0.01% | 7182 |
|
2023
Q4 | $1.64K | Buy |
42
+21
| +100% | +$819 | ﹤0.01% | 7157 |
|
2023
Q3 | $776 | Hold |
21
| – | – | ﹤0.01% | 7263 |
|
2023
Q2 | $746 | Buy |
+21
| New | +$746 | ﹤0.01% | 7333 |
|
2023
Q1 | – | Sell |
-6
| Closed | -$236 | – | 7816 |
|
2022
Q4 | $236 | Buy |
+6
| New | +$236 | ﹤0.01% | 7628 |
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 7945 |
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 8095 |
|
2020
Q1 | – | Sell |
-42
| Closed | -$2K | – | 6692 |
|
2019
Q4 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 6509 |
|
2019
Q2 | – | Sell |
-1
| Closed | – | – | 6731 |
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6691 |
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 6716 |
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6786 |
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6738 |
|
2018
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6684 |
|
2017
Q4 | $0 | Sell |
1
-199
| -100% | – | ﹤0.01% | 6633 |
|
2017
Q3 | $7K | Buy |
200
+195
| +3,900% | +$6.83K | ﹤0.01% | 6236 |
|
2017
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 6642 |
|
2016
Q2 | – | Sell |
-3
| Closed | – | – | 6636 |
|
2016
Q1 | $0 | Sell |
3
-1
| -25% | – | ﹤0.01% | 6694 |
|
2015
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 6777 |
|
2015
Q3 | – | Sell |
-5
| Closed | – | – | 6703 |
|
2015
Q2 | $0 | Buy |
5
+1
| +25% | – | ﹤0.01% | 6732 |
|
2015
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 6636 |
|
2014
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 6650 |
|
2014
Q3 | $0 | Sell |
4
-1
| -20% | – | ﹤0.01% | 6651 |
|
2014
Q2 | $0 | Buy |
5
+1
| +25% | – | ﹤0.01% | 6588 |
|
2014
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 6532 |
|