Plante Moran Financial Advisors’s SB Financial Group SBFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-210
| Closed | -$2K | – | 843 |
|
|
2014
Q2 | $2K | Sell |
210
-3,150
| -94% | -$30K | ﹤0.01% | 774 |
|
|
2014
Q1 | $27K | Hold |
3,360
| – | – | 0.03% | 223 |
|
|
2013
Q4 | $25K | Hold |
3,360
| – | – | 0.01% | 323 |
|
|
2013
Q3 | $25K | Hold |
3,360
| – | – | 0.02% | 268 |
|
|
2013
Q2 | $24K | Buy |
+3,360
| New | +$24K | 0.02% | 237 |
|