Petiole USA’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 | $3.36M | Hold |
176,087
| – | – | 2.38% | 17 |
|
|
2025
Q1 | $3.67M | Sell |
176,087
-10,000
| -5% | -$208K | 2.59% | 15 |
|
|
2024
Q4 | $3.89M | Sell |
186,087
-79,623
| -30% | -$1.66M | 2.45% | 16 |
|
|
2024
Q3 | $5.46M | Hold |
265,710
| – | – | 3.57% | 10 |
|
|
2024
Q2 | $3.72M | Hold |
265,710
| – | – | 3.12% | 13 |
|
|
2024
Q1 | $3.66M | Hold |
265,710
| – | – | 2.86% | 16 |
|
|
2023
Q4 | $4.12M | Hold |
265,710
| – | – | 3.05% | 13 |
|
|
2023
Q3 | $3.59M | Hold |
265,710
| – | – | 3.28% | 11 |
|
|
2023
Q2 | $3.42M | Hold |
265,710
| – | – | 3.35% | 11 |
|
|
2023
Q1 | $3.75M | Hold |
265,710
| – | – | 3.14% | 11 |
|
|
2022
Q4 | $4.5M | Hold |
265,710
| – | – | 3.3% | 11 |
|
|
2022
Q3 | $4.48M | Hold |
265,710
| – | – | 3.33% | 10 |
|
|
2022
Q2 | $4.59M | Hold |
265,710
| – | – | 4.01% | 6 |
|
|
2022
Q1 | $5.29M | Sell |
265,710
-1
| -0% | -$20 | 4.1% | 6 |
|
|
2021
Q4 | $4.98M | Buy |
+265,711
| New | +$4.98M | 3.58% | 10 |
|