Wells Fargo’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 | $129K | Buy |
6,759
+4,563
| +208% | +$87.2K | ﹤0.01% | 4646 |
|
|
2025
Q1 | $45.7K | Hold |
2,196
| – | – | ﹤0.01% | 4981 |
|
|
2024
Q4 | $45.9K | Sell |
2,196
-1
| -0% | -$21 | ﹤0.01% | 5024 |
|
|
2024
Q3 | $45.2K | Buy |
2,197
+1
| +0% | +$21 | ﹤0.01% | 4983 |
|
|
2024
Q2 | $30.7K | Sell |
2,196
-53
| -2% | -$742 | ﹤0.01% | 5090 |
|
|
2024
Q1 | $31K | Buy |
2,249
+2,197
| +4,225% | +$30.3K | ﹤0.01% | 5057 |
|
|
2023
Q4 | $803 | Buy |
52
+2
| +4% | +$31 | ﹤0.01% | 5837 |
|
|
2023
Q3 | $678 | Hold |
50
| – | – | ﹤0.01% | 5919 |
|
|
2023
Q2 | $632 | Buy |
50
+2
| +4% | +$25 | ﹤0.01% | 6127 |
|
|
2023
Q1 | $690 | Sell |
48
-705
| -94% | -$10.1K | ﹤0.01% | 6157 |
|
|
2022
Q4 | $12.8K | Buy |
753
+1
| +0.1% | +$17 | ﹤0.01% | 5130 |
|
|
2022
Q3 | $13K | Sell |
752
-2
| -0.3% | -$35 | ﹤0.01% | 5259 |
|
|
2022
Q2 | $13K | Sell |
754
-3,409
| -82% | -$58.8K | ﹤0.01% | 5359 |
|
|
2022
Q1 | $83K | Hold |
4,163
| – | – | ﹤0.01% | 5092 |
|
|
2021
Q4 | $78K | Sell |
4,163
-231
| -5% | -$4.33K | ﹤0.01% | 5333 |
|
|
2021
Q3 | $76K | Sell |
4,394
-5,254
| -54% | -$90.9K | ﹤0.01% | 5183 |
|
|
2021
Q2 | $170K | Sell |
9,648
-26,078
| -73% | -$460K | ﹤0.01% | 4794 |
|
|
2021
Q1 | $621K | Buy |
35,726
+7,162
| +25% | +$124K | ﹤0.01% | 4278 |
|
|
2020
Q4 | $497K | Buy |
28,564
+2,186
| +8% | +$38K | ﹤0.01% | 4439 |
|
|
2020
Q3 | $339K | Buy |
26,378
+4,980
| +23% | +$64K | ﹤0.01% | 4503 |
|
|
2020
Q2 | $339K | Buy |
21,398
+6,778
| +46% | +$107K | ﹤0.01% | 4459 |
|
|
2020
Q1 | $154K | Buy |
14,620
+96
| +0.7% | +$1.01K | ﹤0.01% | 4656 |
|
|
2019
Q4 | $272K | Buy |
14,524
+5,807
| +67% | +$109K | ﹤0.01% | 4645 |
|
|
2019
Q3 | $138K | Buy |
8,717
+863
| +11% | +$13.7K | ﹤0.01% | 4955 |
|
|
2019
Q2 | $123K | Buy |
7,854
+456
| +6% | +$7.14K | ﹤0.01% | 5002 |
|
|
2019
Q1 | $127K | Buy |
7,398
+302
| +4% | +$5.18K | ﹤0.01% | 4968 |
|
|
2018
Q4 | $111K | Buy |
7,096
+379
| +6% | +$5.93K | ﹤0.01% | 5006 |
|
|
2018
Q3 | $131K | Buy |
6,717
+9
| +0.1% | +$176 | ﹤0.01% | 5010 |
|
|
2018
Q2 | $130K | Buy |
6,708
+6,001
| +849% | +$116K | ﹤0.01% | 5035 |
|
|
2018
Q1 | $12K | Buy |
707
+1
| +0.1% | +$17 | ﹤0.01% | 5536 |
|
|
2017
Q4 | $12K | Sell |
706
-1
| -0.1% | -$17 | ﹤0.01% | 5516 |
|
|
2017
Q3 | $12K | Hold |
707
| – | – | ﹤0.01% | 5485 |
|
|
2017
Q2 | $11K | Hold |
707
| – | – | ﹤0.01% | 5415 |
|
|
2017
Q1 | $11K | Hold |
707
| – | – | ﹤0.01% | 5460 |
|
|
2016
Q4 | $11K | Hold |
707
| – | – | ﹤0.01% | 5437 |
|
|
2016
Q3 | $8K | Buy |
+707
| New | +$8K | ﹤0.01% | 5493 |
|
|
2016
Q2 | – | Sell |
-1
| Closed | – | – | 5919 |
|
|
2016
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 6030 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 6031 |
|
|
2015
Q3 | – | Sell |
-1
| Closed | – | – | 6042 |
|
|
2015
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6133 |
|
|
2015
Q1 | $0 | Sell |
1
-236
| -100% | – | ﹤0.01% | 6028 |
|
|
2014
Q4 | $2K | Sell |
237
-651
| -73% | -$5.49K | ﹤0.01% | 5761 |
|
|
2014
Q3 | $8K | Buy |
+888
| New | +$8K | ﹤0.01% | 5489 |
|
|
2014
Q2 | – | Sell |
-1
| Closed | – | – | 5984 |
|
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5787 |
|
|
2013
Q4 | $0 | Sell |
1
-40,234
| -100% | – | ﹤0.01% | 5665 |
|
|
2013
Q3 | $298K | Hold |
40,235
| – | – | ﹤0.01% | 3979 |
|
|
2013
Q2 | $292K | Buy |
+40,235
| New | +$292K | ﹤0.01% | 3924 |
|