Private Wealth Advisors (California)’s United Security Bancshares UBFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $471K | Sell |
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|
2025
Q2 | $446K | Buy |
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|
2025
Q1 | $462K | Buy |
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|
2024
Q4 | $520K | Sell |
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|
2024
Q3 | $716K | Buy |
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|
2024
Q2 | $591K | Buy |
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|
2024
Q1 | $621K | Buy |
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|
2023
Q4 | $667K | Buy |
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|
2023
Q3 | $585K | Sell |
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|
2023
Q2 | $524K | Sell |
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|
2023
Q1 | $507K | Buy |
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|
2022
Q4 | $545K | Buy |
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|
2022
Q3 | $480K | Buy |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $593K | Sell |
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|
2021
Q4 | $637K | Sell |
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|
2021
Q3 | $719K | Buy |
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|
2021
Q2 | $726K | Sell |
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|
2021
Q1 | $753K | Sell |
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|
2020
Q4 | $653K | Buy |
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|
2020
Q3 | $467K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $835K | Sell |
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|
2019
Q3 | $1.13M | Sell |
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|
2019
Q2 | $1.21M | Hold |
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|
2019
Q1 | $1.21M | Hold |
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|
2018
Q4 | $1.09M | Buy |
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