Morgan Stanley’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 | $439K | Buy |
50,785
+19,929
| +65% | +$172K | ﹤0.01% | 5529 |
|
|
2025
Q1 | $276K | Buy |
30,856
+8,884
| +40% | +$79.6K | ﹤0.01% | 5596 |
|
|
2024
Q4 | $222K | Buy |
21,972
+3,630
| +20% | +$36.7K | ﹤0.01% | 5749 |
|
|
2024
Q3 | $160K | Sell |
18,342
-993
| -5% | -$8.65K | ﹤0.01% | 5834 |
|
|
2024
Q2 | $140K | Sell |
19,335
-956
| -5% | -$6.93K | ﹤0.01% | 5826 |
|
|
2024
Q1 | $156K | Sell |
20,291
-16,983
| -46% | -$131K | ﹤0.01% | 5812 |
|
|
2023
Q4 | $313K | Buy |
37,274
+10,934
| +42% | +$92K | ﹤0.01% | 5782 |
|
|
2023
Q3 | $196K | Buy |
26,340
+9,249
| +54% | +$68.8K | ﹤0.01% | 5581 |
|
|
2023
Q2 | $114K | Buy |
17,091
+2,751
| +19% | +$18.3K | ﹤0.01% | 5892 |
|
|
2023
Q1 | $91.5K | Buy |
14,340
+1,177
| +9% | +$7.51K | ﹤0.01% | 6040 |
|
|
2022
Q4 | $96.2K | Sell |
13,163
-1,425
| -10% | -$10.4K | ﹤0.01% | 5990 |
|
|
2022
Q3 | $96K | Sell |
14,588
-4,265
| -23% | -$28.1K | ﹤0.01% | 6097 |
|
|
2022
Q2 | $144K | Sell |
18,853
-13,589
| -42% | -$104K | ﹤0.01% | 6071 |
|
|
2022
Q1 | $269K | Sell |
32,442
-4,368
| -12% | -$36.2K | ﹤0.01% | 5756 |
|
|
2021
Q4 | $299K | Buy |
36,810
+702
| +2% | +$5.7K | ﹤0.01% | 5846 |
|
|
2021
Q3 | $289K | Sell |
36,108
-513
| -1% | -$4.11K | ﹤0.01% | 5802 |
|
|
2021
Q2 | $300K | Sell |
36,621
-4,539
| -11% | -$37.2K | ﹤0.01% | 5809 |
|
|
2021
Q1 | $337K | Sell |
41,160
-3,512
| -8% | -$28.8K | ﹤0.01% | 5370 |
|
|
2020
Q4 | $315K | Buy |
44,672
+8,999
| +25% | +$63.5K | ﹤0.01% | 5344 |
|
|
2020
Q3 | $218K | Sell |
35,673
-710
| -2% | -$4.34K | ﹤0.01% | 5072 |
|
|
2020
Q2 | $244K | Buy |
36,383
+2,254
| +7% | +$15.1K | ﹤0.01% | 4984 |
|
|
2020
Q1 | $219K | Sell |
34,129
-16,512
| -33% | -$106K | ﹤0.01% | 4828 |
|
|
2019
Q4 | $543K | Buy |
50,641
+45,581
| +901% | +$489K | ﹤0.01% | 4882 |
|
|
2019
Q3 | $53K | Buy |
5,060
+4,509
| +818% | +$47.2K | ﹤0.01% | 5706 |
|
|
2019
Q2 | $6K | Sell |
551
-3,929
| -88% | -$42.8K | ﹤0.01% | 6277 |
|
|
2019
Q1 | $47K | Sell |
4,480
-22,533
| -83% | -$236K | ﹤0.01% | 5698 |
|
|
2018
Q4 | $259K | Buy |
27,013
+1,295
| +5% | +$12.4K | ﹤0.01% | 5179 |
|
|
2018
Q3 | $285K | Sell |
25,718
-6,241
| -20% | -$69.2K | ﹤0.01% | 5290 |
|
|
2018
Q2 | $358K | Buy |
31,959
+2,803
| +10% | +$31.4K | ﹤0.01% | 5290 |
|
|
2018
Q1 | $313K | Buy |
29,156
+1,175
| +4% | +$12.6K | ﹤0.01% | 5264 |
|
|
2017
Q4 | $308K | Buy |
27,981
+11,379
| +69% | +$125K | ﹤0.01% | 5243 |
|
|
2017
Q3 | $158K | Buy |
16,602
+4,530
| +38% | +$43.1K | ﹤0.01% | 5447 |
|
|
2017
Q2 | $112K | Buy |
12,072
+11,365
| +1,607% | +$105K | ﹤0.01% | 5593 |
|
|
2017
Q1 | $5K | Buy |
+707
| New | +$5K | ﹤0.01% | 6357 |
|
|
2016
Q2 | – | Sell |
-25
| Closed | – | – | 6659 |
|
|
2016
Q1 | $0 | Sell |
25
-5,519
| -100% | – | ﹤0.01% | 6717 |
|
|
2015
Q4 | $28K | Buy |
5,544
+1,421
| +34% | +$7.18K | ﹤0.01% | 5930 |
|
|
2015
Q3 | $20K | Buy |
+4,123
| New | +$20K | ﹤0.01% | 6049 |
|
|
2015
Q2 | – | Sell |
-28
| Closed | – | – | 6751 |
|
|
2015
Q1 | $0 | Sell |
28
-1
| -3% | – | ﹤0.01% | 6657 |
|
|
2014
Q4 | $0 | Buy |
29
+1
| +4% | – | ﹤0.01% | 6671 |
|
|
2014
Q3 | $0 | Hold |
28
| – | – | ﹤0.01% | 6664 |
|
|
2014
Q2 | $0 | Sell |
28
-516
| -95% | – | ﹤0.01% | 6605 |
|
|
2014
Q1 | $3K | Buy |
544
+28
| +5% | +$154 | ﹤0.01% | 6315 |
|
|
2013
Q4 | $2K | Buy |
+516
| New | +$2K | ﹤0.01% | 6260 |
|