Planning Center Inc’s United Security Bancshares UBFO Stock Holding History

Planning Center Inc’s Portfolio UBFO Stock Details UBFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$336K	Hold
2025 Q2	$312K	Hold
2025 Q1	$323K	Hold
2024 Q4	$364K	Hold
2024 Q3	$314K	Hold
2024 Q2	$261K	Hold
2024 Q1	$278K	Hold
2023 Q4	$303K	Buy