O'Shaughnessy Asset Management’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 | $478K | Sell |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $713K | Buy |
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|
2024
Q3 | $229K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $52K | Buy |
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|
2021
Q2 | $33K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $0 | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $102K | Sell |
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|
2018
Q3 | $130K | Buy |
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|
2018
Q2 | $117K | Buy |
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|
2018
Q1 | $78K | Buy |
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