SJS Investment Consulting’s SB Financial Group SBFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.4K | Hold |
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|
2025
Q1 | $79K | Hold |
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|
2024
Q4 | $79.3K | Hold |
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|
2024
Q3 | $78K | Hold |
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|
2024
Q2 | $53.1K | Hold |
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|
2024
Q1 | $52.3K | Hold |
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|
2023
Q4 | $57.8K | Sell |
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|
2023
Q3 | $121K | Hold |
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|
2023
Q2 | $111K | Hold |
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|
2023
Q1 | $124K | Hold |
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|
2022
Q4 | $147K | Sell |
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|
2022
Q3 | $178K | Buy |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $196K | Buy |
|