Stifel Financial’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Hold |
|
|||||
|
2025
Q1 | $450K | Sell |
|
|||||
|
2024
Q4 | $455K | Sell |
|
|||||
|
2024
Q3 | $450K | Sell |
|
|||||
|
2024
Q2 | $370K | Buy |
|
|||||
|
2024
Q1 | $351K | Hold |
|
|||||
|
2023
Q4 | $387K | Buy |
|
|||||
|
2023
Q3 | $333K | Sell |
|
|||||
|
2023
Q2 | $333K | Buy |
|
|||||
|
2023
Q1 | $343K | Buy |
|
|||||
|
2022
Q4 | $322K | Hold |
|
|||||
|
2022
Q3 | $327K | Hold |
|
|||||
|
2022
Q2 | $343K | Sell |
|
|||||
|
2022
Q1 | $363K | Hold |
|
|||||
|
2021
Q4 | $364K | Sell |
|
|||||
|
2021
Q3 | $355K | Hold |
|
|||||
|
2021
Q2 | $336K | Hold |
|
|||||
|
2021
Q1 | $335K | Hold |
|
|||||
|
2020
Q4 | $303K | Hold |
|
|||||
|
2020
Q3 | $289K | Hold |
|
|||||
|
2020
Q2 | $331K | Hold |
|
|||||
|
2020
Q1 | $294K | Sell |
|
|||||
|
2019
Q4 | $465K | Sell |
|
|||||
|
2019
Q3 | $444K | Sell |
|
|||||
|
2019
Q2 | $385K | Sell |
|
|||||
|
2019
Q1 | $386K | Hold |
|
|||||
|
2018
Q4 | $399K | Hold |
|
|||||
|
2018
Q3 | $503K | Hold |
|
|||||
|
2018
Q2 | $555K | Sell |
|
|||||
|
2018
Q1 | $514K | Hold |
|
|||||
|
2017
Q4 | $500K | Buy |
|
|||||
|
2017
Q3 | $454K | Buy |
|
|||||
|
2017
Q2 | $404K | Sell |
|
|||||
|
2017
Q1 | $439K | Sell |
|
|||||
|
2016
Q4 | $408K | Buy |
|
|||||
|
2016
Q3 | $365K | Buy |
|
|||||
|
2016
Q2 | $327K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $344K | Hold |
|
|||||
|
2015
Q3 | $318K | Buy |
|
|||||
|
2015
Q2 | $297K | Buy |
|
|||||
|
2015
Q1 | $291K | Buy |
|