Wellington Management Group’s Sound Financial Bancorp SFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $309K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $236K | Hold |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $210K | Hold |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $373K | Sell |
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|
2021
Q2 | $450K | Sell |
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|
2021
Q1 | $480K | Sell |
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|
2020
Q4 | $499K | Sell |
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|
2020
Q3 | $489K | Sell |
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|
2020
Q2 | $445K | Sell |
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|
2020
Q1 | $643K | Sell |
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|
2019
Q4 | $1.21M | Sell |
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|
2019
Q3 | $1.36M | Sell |
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|
2019
Q2 | $1.3M | Sell |
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|
2019
Q1 | $1.38M | Sell |
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|
2018
Q4 | $1.6M | Sell |
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|
2018
Q3 | $2.11M | Hold |
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|
2018
Q2 | $2.08M | Sell |
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|
2018
Q1 | $2.31M | Hold |
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|
2017
Q4 | $2.16M | Sell |
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|
2017
Q3 | $2.8M | Hold |
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|
2017
Q2 | $2.55M | Sell |
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|
2017
Q1 | $3.41M | Sell |
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|
2016
Q4 | $3.19M | Sell |
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|
2016
Q3 | $3.17M | Hold |
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|
2016
Q2 | $3.14M | Sell |
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|
2016
Q1 | $3.51M | Hold |
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|
2015
Q4 | $3.5M | Hold |
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|
2015
Q3 | $3.16M | Sell |
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|
2015
Q2 | $3.45M | Sell |
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|
2015
Q1 | $3.82M | Hold |
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|
2014
Q4 | $3.62M | Hold |
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|
2014
Q3 | $3.58M | Hold |
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|
2014
Q2 | $3.44M | Hold |
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|
2014
Q1 | $3.47M | Hold |
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|
2013
Q4 | $3.37M | Hold |
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|
2013
Q3 | $3.06M | Hold |
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|
2013
Q2 | $2.67M | Buy |
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