SeaCrest Wealth Management’s SR Bancorp SRBK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-31,491
| Closed | -$376K | – | 688 |
|
2025
Q1 | $376K | Sell |
31,491
-6,009
| -16% | -$71.7K | 0.04% | 410 |
|
2024
Q4 | $447K | Sell |
37,500
-500
| -1% | -$5.96K | 0.05% | 370 |
|
2024
Q3 | $424K | Sell |
38,000
-1,773
| -4% | -$19.8K | 0.05% | 385 |
|
2024
Q2 | $368K | Buy |
39,773
+14,773
| +59% | +$137K | 0.04% | 401 |
|
2024
Q1 | $236K | Hold |
25,000
| – | – | 0.03% | 519 |
|
2023
Q4 | $234K | Buy |
+25,000
| New | +$234K | 0.03% | 534 |
|