PSP
Pacific Sage Partners’s Sound Financial Bancorp SFBC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $247K | Hold |
5,371
| – | – | 0.05% | 93 |
|
2025
Q1 | $269K | Hold |
5,371
| – | – | 0.06% | 81 |
|
2024
Q4 | $283K | Hold |
5,371
| – | – | 0.06% | 80 |
|
2024
Q3 | $287K | Hold |
5,371
| – | – | 0.07% | 80 |
|
2024
Q2 | $236K | Hold |
5,371
| – | – | 0.06% | 84 |
|
2024
Q1 | $216K | Hold |
5,371
| – | – | 0.06% | 88 |
|
2023
Q4 | $209K | Buy |
+5,371
| New | +$209K | 0.06% | 85 |
|
2023
Q1 | – | Sell |
-5,371
| Closed | -$217K | – | 91 |
|
2022
Q4 | $217K | Buy |
+5,371
| New | +$217K | 0.07% | 77 |
|