Panagora Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-271
| Closed | -$5K | – | 2278 |
|
|
2021
Q2 | $5K | Hold |
271
| – | – | ﹤0.01% | 2498 |
|
|
2021
Q1 | $5K | Hold |
271
| – | – | ﹤0.01% | 2591 |
|
|
2020
Q4 | $5K | Buy |
+271
| New | +$5K | ﹤0.01% | 2472 |
|
|
2019
Q3 | – | Sell |
-968
| Closed | -$15K | – | 2616 |
|
|
2019
Q2 | $15K | Sell |
968
-52
| -5% | -$806 | ﹤0.01% | 2333 |
|
|
2019
Q1 | $17K | Hold |
1,020
| – | – | ﹤0.01% | 2300 |
|
|
2018
Q4 | $16K | Buy |
1,020
+285
| +39% | +$4.47K | ﹤0.01% | 2260 |
|
|
2018
Q3 | $14K | Buy |
+735
| New | +$14K | ﹤0.01% | 2272 |
|
|
2018
Q1 | – | Sell |
-864
| Closed | -$15K | – | 2388 |
|
|
2017
Q4 | $15K | Sell |
864
-2,585
| -75% | -$44.9K | ﹤0.01% | 2196 |
|
|
2017
Q3 | $56K | Sell |
3,449
-1,151
| -25% | -$18.7K | ﹤0.01% | 2034 |
|
|
2017
Q2 | $74K | Buy |
4,600
+2,030
| +79% | +$32.7K | ﹤0.01% | 1965 |
|
|
2017
Q1 | $41K | Buy |
+2,570
| New | +$41K | ﹤0.01% | 2049 |
|