UBS Group’s Sound Financial Bancorp SFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.6K | Sell |
1,078
-3,763
| -78% | -$173K | ﹤0.01% | 6492 |
|
|
2025
Q1 | $243K | Buy |
4,841
+4,100
| +553% | +$206K | ﹤0.01% | 5176 |
|
|
2024
Q4 | $39K | Buy |
741
+445
| +150% | +$23.4K | ﹤0.01% | 6235 |
|
|
2024
Q3 | $15.8K | Sell |
296
-235
| -44% | -$12.6K | ﹤0.01% | 6290 |
|
|
2024
Q2 | $22.8K | Buy |
531
+198
| +59% | +$8.51K | ﹤0.01% | 6070 |
|
|
2024
Q1 | $13.6K | Buy |
+333
| New | +$13.6K | ﹤0.01% | 5925 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$39 | – | 8957 |
|
|
2022
Q4 | $39 | Sell |
1
-290
| -100% | -$11.3K | ﹤0.01% | 9299 |
|
|
2022
Q3 | $12K | Buy |
+291
| New | +$12K | ﹤0.01% | 7076 |
|
|
2021
Q3 | – | Sell |
-428
| Closed | -$20K | – | 8719 |
|
|
2021
Q2 | $20K | Buy |
+428
| New | +$20K | ﹤0.01% | 6248 |
|
|
2020
Q3 | – | Sell |
-688
| Closed | -$17K | – | 7354 |
|
|
2020
Q2 | $17K | Buy |
688
+84
| +14% | +$2.08K | ﹤0.01% | 5814 |
|
|
2020
Q1 | $13K | Sell |
604
-497
| -45% | -$10.7K | ﹤0.01% | 5870 |
|
|
2019
Q4 | $40K | Buy |
1,101
+346
| +46% | +$12.6K | ﹤0.01% | 5427 |
|
|
2019
Q3 | $27K | Sell |
755
-519
| -41% | -$18.6K | ﹤0.01% | 5591 |
|
|
2019
Q2 | $44K | Buy |
1,274
+521
| +69% | +$18K | ﹤0.01% | 5174 |
|
|
2019
Q1 | $26K | Sell |
753
-505
| -40% | -$17.4K | ﹤0.01% | 5245 |
|
|
2018
Q4 | $41K | Buy |
1,258
+200
| +19% | +$6.52K | ﹤0.01% | 5367 |
|
|
2018
Q3 | $42K | Buy |
1,058
+129
| +14% | +$5.12K | ﹤0.01% | 5386 |
|
|
2018
Q2 | $36K | Buy |
929
+693
| +294% | +$26.9K | ﹤0.01% | 5350 |
|
|
2018
Q1 | $9K | Sell |
236
-510
| -68% | -$19.4K | ﹤0.01% | 6061 |
|
|
2017
Q4 | $25K | Sell |
746
-107
| -13% | -$3.59K | ﹤0.01% | 5418 |
|
|
2017
Q3 | $29K | Sell |
853
-248
| -23% | -$8.43K | ﹤0.01% | 5288 |
|
|
2017
Q2 | $33K | Buy |
1,101
+1,026
| +1,368% | +$30.8K | ﹤0.01% | 5030 |
|
|
2017
Q1 | $2K | Sell |
75
-55
| -42% | -$1.47K | ﹤0.01% | 6366 |
|
|
2016
Q4 | $4K | Sell |
130
-1,464
| -92% | -$45K | ﹤0.01% | 6349 |
|
|
2016
Q3 | $38K | Sell |
1,594
-211
| -12% | -$5.03K | ﹤0.01% | 4863 |
|
|
2016
Q2 | $43K | Buy |
1,805
+1,428
| +379% | +$34K | ﹤0.01% | 4775 |
|
|
2016
Q1 | $9K | Sell |
377
-971
| -72% | -$23.2K | ﹤0.01% | 5876 |
|
|
2015
Q4 | $31K | Buy |
1,348
+319
| +31% | +$7.34K | ﹤0.01% | 5172 |
|
|
2015
Q3 | $21K | Buy |
1,029
+392
| +62% | +$8K | ﹤0.01% | 5398 |
|
|
2015
Q2 | $13K | Buy |
+637
| New | +$13K | ﹤0.01% | 5821 |
|
|
2015
Q1 | – | Sell |
-1,171
| Closed | -$21K | – | 6776 |
|
|
2014
Q4 | $21K | Buy |
+1,171
| New | +$21K | ﹤0.01% | 5510 |
|