State Street’s SB Financial Group SBFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
56,320
+38,999
| +225% | +$745K | ﹤0.01% | 3474 |
|
|
2025
Q1 | $361K | Hold |
17,321
| – | – | ﹤0.01% | 3679 |
|
|
2024
Q4 | $362K | Buy |
17,321
+1,089
| +7% | +$22.8K | ﹤0.01% | 3710 |
|
|
2024
Q3 | $334K | Hold |
16,232
| – | – | ﹤0.01% | 3678 |
|
|
2024
Q2 | $227K | Hold |
16,232
| – | – | ﹤0.01% | 3781 |
|
|
2024
Q1 | $224K | Hold |
16,232
| – | – | ﹤0.01% | 3851 |
|
|
2023
Q4 | $247K | Sell |
16,232
-9,300
| -36% | -$142K | ﹤0.01% | 3846 |
|
|
2023
Q3 | $350K | Sell |
25,532
-413
| -2% | -$5.67K | ﹤0.01% | 3758 |
|
|
2023
Q2 | $328K | Sell |
25,945
-1,766
| -6% | -$22.4K | ﹤0.01% | 3835 |
|
|
2023
Q1 | $392K | Buy |
27,711
+645
| +2% | +$9.11K | ﹤0.01% | 3825 |
|
|
2022
Q4 | $454K | Buy |
27,066
+1,746
| +7% | +$29.3K | ﹤0.01% | 3801 |
|
|
2022
Q3 | $427K | Sell |
25,320
-583
| -2% | -$9.83K | ﹤0.01% | 3835 |
|
|
2022
Q2 | $447K | Buy |
25,903
+9,792
| +61% | +$169K | ﹤0.01% | 3872 |
|
|
2022
Q1 | $321K | Buy |
16,111
+1,329
| +9% | +$26.5K | ﹤0.01% | 4215 |
|
|
2021
Q4 | $274K | Hold |
14,782
| – | – | ﹤0.01% | 4215 |
|
|
2021
Q3 | $255K | Buy |
+14,782
| New | +$255K | ﹤0.01% | 4266 |
|
|
2021
Q2 | – | Sell |
-115,172
| Closed | -$2M | – | 4486 |
|
|
2021
Q1 | $2M | Sell |
115,172
-3,794
| -3% | -$66K | ﹤0.01% | 3437 |
|
|
2020
Q4 | $2.07M | Buy |
118,966
+38,729
| +48% | +$674K | ﹤0.01% | 3363 |
|
|
2020
Q3 | $1.03M | Sell |
80,237
-277
| -0.3% | -$3.56K | ﹤0.01% | 3424 |
|
|
2020
Q2 | $1.27M | Buy |
+80,514
| New | +$1.27M | ﹤0.01% | 3356 |
|