Wasatch Advisors’s Sound Financial Bancorp SFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-149,343
| Closed | -$5.69M | – | 263 |
|
|
2022
Q1 | $5.69M | Sell |
149,343
-19,300
| -11% | -$736K | 0.03% | 212 |
|
|
2021
Q4 | $7.42M | Buy |
168,643
+23,645
| +16% | +$1.04M | 0.03% | 216 |
|
|
2021
Q3 | $6.53M | Hold |
144,998
| – | – | 0.03% | 233 |
|
|
2021
Q2 | $6.29M | Hold |
144,998
| – | – | 0.03% | 234 |
|
|
2021
Q1 | $6.04M | Buy |
144,998
+24,909
| +21% | +$1.04M | 0.03% | 226 |
|
|
2020
Q4 | $3.81M | Hold |
120,089
| – | – | 0.02% | 219 |
|
|
2020
Q3 | $3.52M | Buy |
120,089
+13,276
| +12% | +$389K | 0.02% | 216 |
|
|
2020
Q2 | $2.54M | Buy |
106,813
+3,618
| +4% | +$86K | 0.02% | 219 |
|
|
2020
Q1 | $2.2M | Sell |
103,195
-17,351
| -14% | -$370K | 0.02% | 208 |
|
|
2019
Q4 | $4.34M | Hold |
120,546
| – | – | 0.04% | 213 |
|
|
2019
Q3 | $4.34M | Hold |
120,546
| – | – | 0.04% | 201 |
|
|
2019
Q2 | $4.12M | Buy |
120,546
+11,512
| +11% | +$393K | 0.04% | 202 |
|
|
2019
Q1 | $3.7M | Buy |
109,034
+9,032
| +9% | +$307K | 0.04% | 189 |
|
|
2018
Q4 | $3.26M | Buy |
100,002
+18,745
| +23% | +$610K | 0.04% | 191 |
|
|
2018
Q3 | $3.21M | Hold |
81,257
| – | – | 0.04% | 204 |
|
|
2018
Q2 | $3.17M | Hold |
81,257
| – | – | 0.04% | 192 |
|
|
2018
Q1 | $2.98M | Hold |
81,257
| – | – | 0.04% | 196 |
|
|
2017
Q4 | $2.79M | Hold |
81,257
| – | – | 0.04% | 194 |
|
|
2017
Q3 | $2.72M | Buy |
81,257
+9,544
| +13% | +$319K | 0.04% | 210 |
|
|
2017
Q2 | $2.18M | Hold |
71,713
| – | – | 0.03% | 237 |
|
|
2017
Q1 | $2.23M | Buy |
71,713
+6,713
| +10% | +$209K | 0.03% | 247 |
|
|
2016
Q4 | $1.82M | Buy |
+65,000
| New | +$1.82M | 0.03% | 262 |
|