Ritholtz Wealth Management’s United Security Bancshares UBFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,310
| Closed | -$74.7K | – | 916 |
|
|
2024
Q2 | $74.7K | Sell |
10,310
-484
| -4% | -$3.51K | ﹤0.01% | 810 |
|
|
2024
Q1 | $83.2K | Sell |
10,794
-193
| -2% | -$1.49K | ﹤0.01% | 773 |
|
|
2023
Q4 | $92.4K | Sell |
10,987
-6,400
| -37% | -$53.8K | ﹤0.01% | 735 |
|
|
2023
Q3 | $129K | Buy |
17,387
+982
| +6% | +$7.31K | 0.01% | 671 |
|
|
2023
Q2 | $109K | Buy |
+16,405
| New | +$109K | ﹤0.01% | 651 |
|