Stifel Financial’s United Security Bancshares UBFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,127
| Closed | -$83.8K | – | 3415 |
|
|
2023
Q1 | $83.8K | Hold |
13,127
| – | – | ﹤0.01% | 3199 |
|
|
2022
Q4 | $96K | Hold |
13,127
| – | – | ﹤0.01% | 3138 |
|
|
2022
Q3 | $86K | Hold |
13,127
| – | – | ﹤0.01% | 3128 |
|
|
2022
Q2 | $100K | Hold |
13,127
| – | – | ﹤0.01% | 3152 |
|
|
2022
Q1 | $109K | Sell |
13,127
-595
| -4% | -$4.94K | ﹤0.01% | 3250 |
|
|
2021
Q4 | $111K | Hold |
13,722
| – | – | ﹤0.01% | 3256 |
|
|
2021
Q3 | $110K | Sell |
13,722
-547
| -4% | -$4.41K | ﹤0.01% | 3234 |
|
|
2021
Q2 | $117K | Hold |
14,269
| – | – | ﹤0.01% | 3220 |
|
|
2021
Q1 | $117K | Hold |
14,269
| – | – | ﹤0.01% | 3108 |
|
|
2020
Q4 | $101K | Hold |
14,269
| – | – | ﹤0.01% | 2934 |
|
|
2020
Q3 | $87K | Hold |
14,269
| – | – | ﹤0.01% | 2770 |
|
|
2020
Q2 | $95K | Hold |
14,269
| – | – | ﹤0.01% | 2726 |
|
|
2020
Q1 | $92K | Sell |
14,269
-58,387
| -80% | -$525K | ﹤0.01% | 2604 |
|
|
2019
Q4 | $781K | Sell |
72,656
-21,546
| -23% | -$224K | ﹤0.01% | 1996 |
|
|
2019
Q3 | $992K | Sell |
94,202
-1,390
| -1% | -$14.8K | ﹤0.01% | 1757 |
|
|
2019
Q2 | $1.09M | Buy |
95,592
+8,119
| +9% | +$85K | ﹤0.01% | 1745 |
|
|
2019
Q1 | $927K | Sell |
87,473
-2,179
| -2% | -$22.5K | ﹤0.01% | 1699 |
|
|
2018
Q4 | $861K | Hold |
89,652
| – | – | ﹤0.01% | 1632 |
|
|
2018
Q3 | $996K | Buy |
89,652
+1,236
| +1% | +$13.6K | ﹤0.01% | 1668 |
|
|
2018
Q2 | $992K | Sell |
88,416
-1,811
| -2% | -$20.1K | ﹤0.01% | 1623 |
|
|
2018
Q1 | $971K | Buy |
90,227
+101
| +0.1% | +$1.09K | ﹤0.01% | 1582 |
|
|
2017
Q4 | $992K | Buy |
90,126
+7,898
| +10% | +$78.1K | ﹤0.01% | 1532 |
|
|
2017
Q3 | $784K | Sell |
82,228
-366
| -0.4% | -$3.43K | ﹤0.01% | 1625 |
|
|
2017
Q2 | $762K | Buy |
82,594
+804
| +1% | +$7.05K | ﹤0.01% | 1614 |
|
|
2017
Q1 | $592K | Buy |
81,790
+7,050
| +9% | +$53.9K | ﹤0.01% | 1720 |
|
|
2016
Q4 | $572K | Buy |
74,740
+1,492
| +2% | +$9.79K | ﹤0.01% | 1705 |
|
|
2016
Q3 | $448K | Buy |
73,248
+56,195
| +330% | +$338K | ﹤0.01% | 1779 |
|
|
2016
Q2 | $105K | Buy |
17,053
+161
| +1% | +$822 | ﹤0.01% | 2375 |
|
|
2016
Q1 | $80K | Sell |
16,892
-6
| -0% | -$29 | ﹤0.01% | 2134 |
|
|
2015
Q4 | $86K | Sell |
16,898
-70,921
| -81% | -$354K | ﹤0.01% | 2243 |
|
|
2015
Q3 | $434K | Buy |
87,819
+22,643
| +35% | +$109K | ﹤0.01% | 1640 |
|
|
2015
Q2 | $303K | Sell |
65,176
-36,098
| -36% | -$170K | ﹤0.01% | 1951 |
|
|
2015
Q1 | $497K | Buy |
101,274
+62,881
| +164% | +$301K | ﹤0.01% | 1624 |
|
|
2014
Q4 | $190K | Buy |
38,393
+9,758
| +34% | +$48.6K | ﹤0.01% | 2110 |
|
|
2014
Q3 | $143K | Buy |
28,635
+11,769
| +70% | +$60.8K | ﹤0.01% | 2065 |
|
|
2014
Q2 | $83K | Sell |
16,866
-1
| -0% | -$5 | ﹤0.01% | 2119 |
|
|
2014
Q1 | $82K | Buy |
+16,867
| New | +$76.8K | ﹤0.01% | 2027 |
|
Other funds holding UBFO
BAG
FCM
EPCA
BFC
BCM
Stifel Financial's UBFO Position: Q2 2023 in Review
Stifel Financial sold out of United Security Bancshares (UBFO) in Q2 2023, closing a stake of 13,127 shares — an estimated $83.8K sold.
Stifel Financial first reported a position in UBFO in Q1 2014 and held it in 37 quarters. The position peaked at $1.09M in Q2 2019. 38 funds tracked by Wall St. Rank hold UBFO as of Q2 2023.
- Stifel Financial reported no remaining United Security Bancshares position as of Q2 2023 after selling out during the quarter.
- Stifel Financial sold 13,127 United Security Bancshares shares in Q2 2023, an estimated $83.8K.
- Stifel Financial first reported a position in United Security Bancshares in Q1 2014 and held it in 37 quarters.
- Stifel Financial's United Security Bancshares position peaked at $1.09M in Q2 2019.
- 38 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2023.
Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.