Stifel Financial’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Hold |
15,828
| – | – | ﹤0.01% | 2837 |
|
|
2025
Q1 | $450K | Sell |
15,828
-100
| -0.6% | -$2.85K | ﹤0.01% | 2735 |
|
|
2024
Q4 | $455K | Sell |
15,928
-155
| -1% | -$4.43K | ﹤0.01% | 2732 |
|
|
2024
Q3 | $450K | Sell |
16,083
-225
| -1% | -$6.29K | ﹤0.01% | 2740 |
|
|
2024
Q2 | $370K | Buy |
16,308
+73
| +0.4% | +$1.65K | ﹤0.01% | 2803 |
|
|
2024
Q1 | $351K | Hold |
16,235
| – | – | ﹤0.01% | 2814 |
|
|
2023
Q4 | $387K | Buy |
16,235
+658
| +4% | +$15.7K | ﹤0.01% | 2703 |
|
|
2023
Q3 | $333K | Sell |
15,577
-513
| -3% | -$11K | ﹤0.01% | 2726 |
|
|
2023
Q2 | $333K | Buy |
16,090
+300
| +2% | +$6.21K | ﹤0.01% | 2758 |
|
|
2023
Q1 | $343K | Buy |
15,790
+763
| +5% | +$16.6K | ﹤0.01% | 2728 |
|
|
2022
Q4 | $322K | Hold |
15,027
| – | – | ﹤0.01% | 2708 |
|
|
2022
Q3 | $327K | Hold |
15,027
| – | – | ﹤0.01% | 2675 |
|
|
2022
Q2 | $343K | Sell |
15,027
-100
| -0.7% | -$2.28K | ﹤0.01% | 2674 |
|
|
2022
Q1 | $363K | Hold |
15,127
| – | – | ﹤0.01% | 2758 |
|
|
2021
Q4 | $364K | Sell |
15,127
-8
| -0.1% | -$193 | ﹤0.01% | 2791 |
|
|
2021
Q3 | $355K | Hold |
15,135
| – | – | ﹤0.01% | 2789 |
|
|
2021
Q2 | $336K | Hold |
15,135
| – | – | ﹤0.01% | 2824 |
|
|
2021
Q1 | $335K | Hold |
15,135
| – | – | ﹤0.01% | 2720 |
|
|
2020
Q4 | $303K | Hold |
15,135
| – | – | ﹤0.01% | 2586 |
|
|
2020
Q3 | $289K | Hold |
15,135
| – | – | ﹤0.01% | 2428 |
|
|
2020
Q2 | $331K | Hold |
15,135
| – | – | ﹤0.01% | 2290 |
|
|
2020
Q1 | $294K | Sell |
15,135
-150
| -1% | -$2.91K | ﹤0.01% | 2198 |
|
|
2019
Q4 | $465K | Sell |
15,285
-700
| -4% | -$21.3K | ﹤0.01% | 2303 |
|
|
2019
Q3 | $444K | Sell |
15,985
-200
| -1% | -$5.56K | ﹤0.01% | 2231 |
|
|
2019
Q2 | $385K | Sell |
16,185
-100
| -0.6% | -$2.38K | ﹤0.01% | 2337 |
|
|
2019
Q1 | $386K | Hold |
16,285
| – | – | ﹤0.01% | 2207 |
|
|
2018
Q4 | $399K | Hold |
16,285
| – | – | ﹤0.01% | 2068 |
|
|
2018
Q3 | $503K | Hold |
16,285
| – | – | ﹤0.01% | 2088 |
|
|
2018
Q2 | $555K | Sell |
16,285
-250
| -2% | -$8.52K | ﹤0.01% | 1977 |
|
|
2018
Q1 | $514K | Hold |
16,535
| – | – | ﹤0.01% | 1959 |
|
|
2017
Q4 | $500K | Buy |
16,535
+930
| +6% | +$28.1K | ﹤0.01% | 1910 |
|
|
2017
Q3 | $454K | Buy |
15,605
+150
| +1% | +$4.36K | ﹤0.01% | 1940 |
|
|
2017
Q2 | $404K | Sell |
15,455
-100
| -0.6% | -$2.61K | ﹤0.01% | 1983 |
|
|
2017
Q1 | $439K | Sell |
15,555
-100
| -0.6% | -$2.82K | ﹤0.01% | 1886 |
|
|
2016
Q4 | $408K | Buy |
15,655
+100
| +0.6% | +$2.61K | ﹤0.01% | 1881 |
|
|
2016
Q3 | $365K | Buy |
15,555
+200
| +1% | +$4.69K | ﹤0.01% | 1886 |
|
|
2016
Q2 | $327K | Buy |
+15,355
| New | +$327K | ﹤0.01% | 2000 |
|
|
2016
Q1 | – | Sell |
-15,005
| Closed | -$344K | – | 2253 |
|
|
2015
Q4 | $344K | Hold |
15,005
| – | – | ﹤0.01% | 1839 |
|
|
2015
Q3 | $318K | Buy |
15,005
+100
| +0.7% | +$2.12K | ﹤0.01% | 1796 |
|
|
2015
Q2 | $297K | Buy |
14,905
+150
| +1% | +$2.99K | ﹤0.01% | 1963 |
|
|
2015
Q1 | $291K | Buy |
+14,755
| New | +$291K | ﹤0.01% | 1917 |
|