Private Wealth Advisors (California)’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 | $446K | Buy |
51,556
+41
| +0.1% | +$355 | 0.16% | 66 |
|
|
2025
Q1 | $462K | Buy |
51,515
+34
| +0.1% | +$305 | 0.17% | 62 |
|
|
2024
Q4 | $520K | Sell |
51,481
-31,563
| -38% | -$319K | 0.2% | 58 |
|
|
2024
Q3 | $716K | Buy |
83,044
+1,233
| +2% | +$10.6K | 0.27% | 53 |
|
|
2024
Q2 | $591K | Buy |
81,811
+1,299
| +2% | +$9.39K | 0.23% | 54 |
|
|
2024
Q1 | $621K | Buy |
80,512
+1,168
| +1% | +$9.01K | 0.25% | 52 |
|
|
2023
Q4 | $667K | Buy |
79,344
+700
| +0.9% | +$5.89K | 0.26% | 47 |
|
|
2023
Q3 | $585K | Sell |
78,644
-101
| -0.1% | -$751 | 0.25% | 50 |
|
|
2023
Q2 | $524K | Sell |
78,745
-704
| -0.9% | -$4.69K | 0.21% | 52 |
|
|
2023
Q1 | $507K | Buy |
79,449
+4,885
| +7% | +$31.2K | 0.21% | 54 |
|
|
2022
Q4 | $545K | Buy |
74,564
+983
| +1% | +$7.19K | 0.18% | 54 |
|
|
2022
Q3 | $480K | Buy |
73,581
+100
| +0.1% | +$652 | 0.22% | 51 |
|
|
2022
Q2 | $532K | Buy |
73,481
+2,002
| +3% | +$14.5K | 0.2% | 53 |
|
|
2022
Q1 | $593K | Sell |
71,479
-7,014
| -9% | -$58.2K | 0.19% | 57 |
|
|
2021
Q4 | $637K | Sell |
78,493
-12,508
| -14% | -$102K | 0.14% | 57 |
|
|
2021
Q3 | $719K | Buy |
91,001
+2,118
| +2% | +$16.7K | 0.17% | 65 |
|
|
2021
Q2 | $726K | Sell |
88,883
-3,000
| -3% | -$24.5K | 0.22% | 62 |
|
|
2021
Q1 | $753K | Sell |
91,883
-1,000
| -1% | -$8.2K | 0.26% | 51 |
|
|
2020
Q4 | $653K | Buy |
92,883
+16,508
| +22% | +$116K | 0.23% | 49 |
|
|
2020
Q3 | $467K | Buy |
+76,375
| New | +$467K | 0.24% | 44 |
|
|
2020
Q1 | – | Sell |
-77,790
| Closed | -$835K | – | 70 |
|
|
2019
Q4 | $835K | Sell |
77,790
-30,000
| -28% | -$322K | 0.48% | 48 |
|
|
2019
Q3 | $1.13M | Sell |
107,790
-6,000
| -5% | -$63.1K | 0.74% | 29 |
|
|
2019
Q2 | $1.21M | Hold |
113,790
| – | – | 0.82% | 29 |
|
|
2019
Q1 | $1.21M | Hold |
113,790
| – | – | 0.82% | 29 |
|
|
2018
Q4 | $1.09M | Buy |
+113,790
| New | +$1.09M | 0.88% | 28 |
|