Northwestern Mutual Wealth Management’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 | $5.02K | Hold |
263
| – | – | ﹤0.01% | 3021 |
|
|
2025
Q1 | $5.48K | Hold |
263
| – | – | ﹤0.01% | 2922 |
|
|
2024
Q4 | $5.5K | Hold |
263
| – | – | ﹤0.01% | 2923 |
|
|
2024
Q3 | $5.41K | Hold |
263
| – | – | ﹤0.01% | 2870 |
|
|
2024
Q2 | $3.68K | Hold |
263
| – | – | ﹤0.01% | 2953 |
|
|
2024
Q1 | $3.62K | Hold |
263
| – | – | ﹤0.01% | 2928 |
|
|
2023
Q4 | $4K | Hold |
263
| – | – | ﹤0.01% | 2925 |
|
|
2023
Q3 | $3.55K | Hold |
263
| – | – | ﹤0.01% | 2833 |
|
|
2023
Q2 | $3.32K | Hold |
263
| – | – | ﹤0.01% | 2887 |
|
|
2023
Q1 | $3.72K | Hold |
263
| – | – | ﹤0.01% | 2828 |
|
|
2022
Q4 | $4.46K | Hold |
263
| – | – | ﹤0.01% | 2754 |
|
|
2022
Q3 | $4K | Hold |
263
| – | – | ﹤0.01% | 2753 |
|
|
2022
Q2 | $5K | Buy |
+263
| New | +$5K | ﹤0.01% | 2725 |
|
|
2020
Q3 | – | Sell |
-5,746
| Closed | -$91K | – | 2655 |
|
|
2020
Q2 | $91K | Hold |
5,746
| – | – | ﹤0.01% | 1244 |
|
|
2020
Q1 | $61K | Hold |
5,746
| – | – | ﹤0.01% | 1306 |
|
|
2019
Q4 | $108K | Buy |
5,746
+3,121
| +119% | +$58.7K | ﹤0.01% | 1179 |
|
|
2019
Q3 | $42K | Hold |
2,625
| – | – | ﹤0.01% | 1480 |
|
|
2019
Q2 | $41K | Hold |
2,625
| – | – | ﹤0.01% | 1467 |
|
|
2019
Q1 | $45K | Hold |
2,625
| – | – | ﹤0.01% | 1394 |
|
|
2018
Q4 | $41K | Hold |
2,625
| – | – | ﹤0.01% | 1327 |
|
|
2018
Q3 | $51K | Hold |
2,625
| – | – | ﹤0.01% | 1317 |
|
|
2018
Q2 | $51K | Buy |
+2,625
| New | +$51K | ﹤0.01% | 1236 |
|
|
2016
Q2 | – | Sell |
-12,598
| Closed | -$124K | – | 2228 |
|
|
2016
Q1 | $124K | Buy |
+12,598
| New | +$124K | ﹤0.01% | 650 |
|