SV
Stilwell Value’s Sound Financial Bancorp SFBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Hold |
410,019
| – | – | 9.19% | 3 |
|
|
2025
Q1 | $20.6M | Hold |
410,019
| – | – | 10.57% | 3 |
|
|
2024
Q4 | $21.6M | Hold |
410,019
| – | – | 10.88% | 3 |
|
|
2024
Q3 | $21.9M | Hold |
410,019
| – | – | 10.38% | 3 |
|
|
2024
Q2 | $17.6M | Hold |
410,019
| – | – | 9.18% | 4 |
|
|
2024
Q1 | $16.7M | Buy |
410,019
+2,041
| +0.5% | +$83K | 8.64% | 3 |
|
|
2023
Q4 | $15.9M | Buy |
407,978
+28,845
| +8% | +$1.12M | 8.31% | 4 |
|
|
2023
Q3 | $14M | Buy |
379,133
+20,995
| +6% | +$776K | 7.66% | 4 |
|
|
2023
Q2 | $12.7M | Buy |
358,138
+37,139
| +12% | +$1.32M | 7.1% | 4 |
|
|
2023
Q1 | $11.9M | Buy |
320,999
+3,063
| +1% | +$113K | 6.63% | 4 |
|
|
2022
Q4 | $12.5M | Hold |
317,936
| – | – | 9.38% | 3 |
|
|
2022
Q3 | $12.9M | Hold |
317,936
| – | – | 9.24% | 3 |
|
|
2022
Q2 | $12.1M | Buy |
317,936
+23,536
| +8% | +$893K | 8.32% | 3 |
|
|
2022
Q1 | $11.2M | Hold |
294,400
| – | – | 7.43% | 3 |
|
|
2021
Q4 | $13M | Hold |
294,400
| – | – | 8.34% | 3 |
|
|
2021
Q3 | $13.2M | Hold |
294,400
| – | – | 8.44% | 3 |
|
|
2021
Q2 | $13.5M | Hold |
294,400
| – | – | 9.54% | 3 |
|
|
2021
Q1 | $12.3M | Hold |
294,400
| – | – | 8.24% | 3 |
|
|
2020
Q4 | $9.35M | Buy |
294,400
+5,000
| +2% | +$159K | 7.06% | 4 |
|
|
2020
Q3 | $8.58M | Buy |
289,400
+34,800
| +14% | +$1.03M | 8.97% | 3 |
|
|
2020
Q2 | $6.15M | Buy |
254,600
+14,000
| +6% | +$338K | 6.52% | 4 |
|
|
2020
Q1 | $5.13M | Buy |
240,600
+26,000
| +12% | +$555K | 6.2% | 5 |
|
|
2019
Q4 | $7.73M | Hold |
214,600
| – | – | 5.55% | 5 |
|
|
2019
Q3 | $7.75M | Hold |
214,600
| – | – | 5.82% | 5 |
|
|
2019
Q2 | $7.33M | Hold |
214,600
| – | – | 4.58% | 7 |
|
|
2019
Q1 | $7.29M | Hold |
214,600
| – | – | 4.83% | 7 |
|
|
2018
Q4 | $6.99M | Hold |
214,600
| – | – | 5.25% | 6 |
|
|
2018
Q3 | $8.49M | Sell |
214,600
-6,000
| -3% | -$237K | 7.12% | 4 |
|
|
2018
Q2 | $8.53M | Sell |
220,600
-8,000
| -3% | -$309K | 7.02% | 5 |
|
|
2018
Q1 | $8.4M | Sell |
228,600
-11,083
| -5% | -$407K | 7.02% | 5 |
|
|
2017
Q4 | $8.16M | Hold |
239,683
| – | – | 6.33% | 6 |
|
|
2017
Q3 | $8.15M | Hold |
239,683
| – | – | 6.28% | 5 |
|
|
2017
Q2 | $7.31M | Hold |
239,683
| – | – | 5.27% | 5 |
|
|
2017
Q1 | $7.61M | Hold |
239,683
| – | – | 5.41% | 5 |
|
|
2016
Q4 | $6.71M | Hold |
239,683
| – | – | 4.78% | 7 |
|
|
2016
Q3 | $5.87M | Hold |
239,683
| – | – | 3.54% | 11 |
|
|
2016
Q2 | $5.74M | Hold |
239,683
| – | – | 3.75% | 9 |
|
|
2016
Q1 | $5.49M | Hold |
239,683
| – | – | 3.73% | 9 |
|
|
2015
Q4 | $5.43M | Hold |
239,683
| – | – | 3.38% | 11 |
|
|
2015
Q3 | $4.82M | Hold |
239,683
| – | – | 2.86% | 13 |
|
|
2015
Q2 | $5.03M | Hold |
239,683
| – | – | 2.93% | 13 |
|
|
2015
Q1 | $4.71M | Buy |
+239,683
| New | +$4.71M | 2.64% | 15 |
|