Planning Center Inc’s United Security Bancshares UBFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Hold |
36,025
| – | – | 0.03% | 57 |
|
|
2025
Q1 | $323K | Hold |
36,025
| – | – | 0.04% | 54 |
|
|
2024
Q4 | $364K | Hold |
36,025
| – | – | 0.05% | 47 |
|
|
2024
Q3 | $314K | Hold |
36,025
| – | – | 0.04% | 54 |
|
|
2024
Q2 | $261K | Hold |
36,025
| – | – | 0.03% | 56 |
|
|
2024
Q1 | $278K | Hold |
36,025
| – | – | 0.06% | 49 |
|
|
2023
Q4 | $303K | Buy |
+36,025
| New | +$303K | 0.07% | 47 |
|