UBS Group’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 | $107K | Buy |
5,595
+4,681
| +512% | +$89.4K | ﹤0.01% | 5922 |
|
|
2025
Q1 | $19K | Sell |
914
-2,085
| -70% | -$43.4K | ﹤0.01% | 6962 |
|
|
2024
Q4 | $62.7K | Buy |
2,999
+2,757
| +1,139% | +$57.6K | ﹤0.01% | 5943 |
|
|
2024
Q3 | $4.98K | Sell |
242
-3,706
| -94% | -$76.2K | ﹤0.01% | 6894 |
|
|
2024
Q2 | $55.3K | Buy |
+3,948
| New | +$55.3K | ﹤0.01% | 5469 |
|
|
2023
Q2 | – | Sell |
-1,234
| Closed | -$17.4K | – | 8321 |
|
|
2023
Q1 | $17.4K | Sell |
1,234
-12,259
| -91% | -$173K | ﹤0.01% | 6088 |
|
|
2022
Q4 | $229K | Buy |
13,493
+1,038
| +8% | +$17.6K | ﹤0.01% | 4277 |
|
|
2022
Q3 | $210K | Buy |
12,455
+3,146
| +34% | +$53K | ﹤0.01% | 4024 |
|
|
2022
Q2 | $161K | Buy |
9,309
+1,434
| +18% | +$24.8K | ﹤0.01% | 4104 |
|
|
2022
Q1 | $157K | Hold |
7,875
| – | – | ﹤0.01% | 4564 |
|
|
2021
Q4 | $148K | Sell |
7,875
-826
| -9% | -$15.5K | ﹤0.01% | 4889 |
|
|
2021
Q3 | $150K | Buy |
8,701
+8,603
| +8,779% | +$148K | ﹤0.01% | 4481 |
|
|
2021
Q2 | $2K | Sell |
98
-2,851
| -97% | -$58.2K | ﹤0.01% | 7860 |
|
|
2021
Q1 | $51K | Buy |
2,949
+976
| +49% | +$16.9K | ﹤0.01% | 5520 |
|
|
2020
Q4 | $34K | Sell |
1,973
-1,910
| -49% | -$32.9K | ﹤0.01% | 5533 |
|
|
2020
Q3 | $50K | Buy |
3,883
+1,158
| +42% | +$14.9K | ﹤0.01% | 4804 |
|
|
2020
Q2 | $43K | Buy |
2,725
+1,830
| +204% | +$28.9K | ﹤0.01% | 5147 |
|
|
2020
Q1 | $9K | Sell |
895
-1,013
| -53% | -$10.2K | ﹤0.01% | 6095 |
|
|
2019
Q4 | $36K | Buy |
1,908
+1,443
| +310% | +$27.2K | ﹤0.01% | 5489 |
|
|
2019
Q3 | $7K | Buy |
+465
| New | +$7K | ﹤0.01% | 6379 |
|
|
2019
Q2 | – | Sell |
-2,204
| Closed | -$38K | – | 7115 |
|
|
2019
Q1 | $38K | Buy |
+2,204
| New | +$38K | ﹤0.01% | 4934 |
|
|
2018
Q3 | – | Sell |
-2,100
| Closed | -$41K | – | 7151 |
|
|
2018
Q2 | $41K | Hold |
2,100
| – | – | ﹤0.01% | 5241 |
|
|
2018
Q1 | $37K | Sell |
2,100
-2,100
| -50% | -$37K | ﹤0.01% | 5080 |
|
|
2017
Q4 | $74K | Hold |
4,200
| – | – | ﹤0.01% | 4630 |
|
|
2017
Q3 | $69K | Hold |
4,200
| – | – | ﹤0.01% | 4697 |
|
|
2017
Q2 | $68K | Sell |
4,200
-36
| -0.8% | -$583 | ﹤0.01% | 4540 |
|
|
2017
Q1 | $68K | Sell |
4,236
-5,202
| -55% | -$83.5K | ﹤0.01% | 4424 |
|
|
2016
Q4 | $144K | Buy |
9,438
+5,238
| +125% | +$79.9K | ﹤0.01% | 4149 |
|
|
2016
Q3 | $50K | Sell |
4,200
-411
| -9% | -$4.89K | ﹤0.01% | 4655 |
|
|
2016
Q2 | $48K | Sell |
4,611
-114
| -2% | -$1.19K | ﹤0.01% | 4698 |
|
|
2016
Q1 | $46K | Sell |
4,725
-341
| -7% | -$3.32K | ﹤0.01% | 4777 |
|
|
2015
Q4 | $54K | Sell |
5,066
-1,484
| -23% | -$15.8K | ﹤0.01% | 4691 |
|
|
2015
Q3 | $64K | Buy |
6,550
+1,825
| +39% | +$17.8K | ﹤0.01% | 4519 |
|
|
2015
Q2 | $48K | Buy |
+4,725
| New | +$48K | ﹤0.01% | 4807 |
|