Oppenheimer & Close’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 | $1.5M | Hold |
32,645
| – | – | 1.15% | 28 |
|
|
2025
Q1 | $1.64M | Hold |
32,645
| – | – | 1.35% | 25 |
|
|
2024
Q4 | $1.72M | Hold |
32,645
| – | – | 1.41% | 26 |
|
|
2024
Q3 | $1.75M | Sell |
32,645
-3,300
| -9% | -$177K | 1.4% | 26 |
|
|
2024
Q2 | $1.55M | Hold |
35,945
| – | – | 1.36% | 24 |
|
|
2024
Q1 | $1.46M | Hold |
35,945
| – | – | 1.27% | 27 |
|
|
2023
Q4 | $1.4M | Hold |
35,945
| – | – | 1.28% | 27 |
|
|
2023
Q3 | $1.33M | Hold |
35,945
| – | – | 1.33% | 21 |
|
|
2023
Q2 | $1.28M | Hold |
35,945
| – | – | 1.33% | 24 |
|
|
2023
Q1 | $1.33M | Hold |
35,945
| – | – | 1.32% | 24 |
|
|
2022
Q4 | $1.41M | Hold |
35,945
| – | – | 1.39% | 23 |
|
|
2022
Q3 | $1.46M | Hold |
35,945
| – | – | 1.58% | 20 |
|
|
2022
Q2 | $1.36M | Hold |
35,945
| – | – | 1.56% | 19 |
|
|
2022
Q1 | $1.37M | Hold |
35,945
| – | – | 1.18% | 25 |
|
|
2021
Q4 | $1.58M | Sell |
35,945
-2,879
| -7% | -$127K | 1.49% | 14 |
|
|
2021
Q3 | $1.74M | Hold |
38,824
| – | – | 1.67% | 12 |
|
|
2021
Q2 | $1.79M | Sell |
38,824
-70
| -0.2% | -$3.22K | 1.65% | 15 |
|
|
2021
Q1 | $1.62M | Sell |
38,894
-8,624
| -18% | -$359K | 1.82% | 13 |
|
|
2020
Q4 | $1.51M | Hold |
47,518
| – | – | 1.63% | 17 |
|
|
2020
Q3 | $1.41M | Hold |
47,518
| – | – | 1.85% | 16 |
|
|
2020
Q2 | $1.15M | Hold |
47,518
| – | – | 1.53% | 21 |
|
|
2020
Q1 | $998K | Hold |
47,518
| – | – | 1.57% | 17 |
|
|
2019
Q4 | $1.71M | Hold |
47,518
| – | – | 1.79% | 16 |
|
|
2019
Q3 | $1.72M | Hold |
47,518
| – | – | 1.91% | 13 |
|
|
2019
Q2 | $1.62M | Hold |
47,518
| – | – | 1.87% | 13 |
|
|
2019
Q1 | $1.61M | Hold |
47,518
| – | – | 1.94% | 12 |
|
|
2018
Q4 | $1.55M | Hold |
47,518
| – | – | 1.79% | 16 |
|
|
2018
Q3 | $1.88M | Sell |
47,518
-700
| -1% | -$27.7K | 1.86% | 15 |
|
|
2018
Q2 | $1.86M | Hold |
48,218
| – | – | 1.72% | 16 |
|
|
2018
Q1 | $1.77M | Hold |
48,218
| – | – | 1.69% | 17 |
|
|
2017
Q4 | $1.64M | Buy |
48,218
+4,000
| +9% | +$136K | 1.6% | 19 |
|
|
2017
Q3 | $1.5M | Hold |
44,218
| – | – | 1.56% | 20 |
|
|
2017
Q2 | $1.35M | Sell |
44,218
-29,100
| -40% | -$887K | 1.39% | 21 |
|
|
2017
Q1 | $2.33M | Hold |
73,318
| – | – | 2.13% | 11 |
|
|
2016
Q4 | $2.05M | Hold |
73,318
| – | – | 1.85% | 14 |
|
|
2016
Q3 | $1.78M | Hold |
73,318
| – | – | 1.69% | 15 |
|
|
2016
Q2 | $1.76M | Hold |
73,318
| – | – | 1.65% | 16 |
|
|
2016
Q1 | $1.68M | Hold |
73,318
| – | – | 1.51% | 16 |
|
|
2015
Q4 | $1.66M | Hold |
73,318
| – | – | 1.48% | 17 |
|
|
2015
Q3 | $1.48M | Hold |
73,318
| – | – | 1.25% | 24 |
|
|
2015
Q2 | $1.54M | Hold |
73,318
| – | – | 1.28% | 25 |
|
|
2015
Q1 | $1.4M | Hold |
73,318
| – | – | 1.18% | 26 |
|
|
2014
Q4 | $1.33M | Hold |
73,318
| – | – | 1.11% | 26 |
|
|
2014
Q3 | $1.31M | Hold |
73,318
| – | – | 1.07% | 29 |
|
|
2014
Q2 | $1.28M | Hold |
73,318
| – | – | 1.03% | 28 |
|
|
2014
Q1 | $1.27M | Buy |
73,318
+3,618
| +5% | +$62.6K | 1.06% | 27 |
|
|
2013
Q4 | $1.18M | Hold |
69,700
| – | – | 1.02% | 30 |
|
|
2013
Q3 | $1.05M | Hold |
69,700
| – | – | 0.75% | 37 |
|
|
2013
Q2 | $959K | Buy |
+69,700
| New | +$959K | 0.71% | 39 |
|