Wells Fargo’s SB Financial Group SBFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
|
|||||
|
2025
Q1 | $45.7K | Hold |
|
|||||
|
2024
Q4 | $45.9K | Sell |
|
|||||
|
2024
Q3 | $45.2K | Buy |
|
|||||
|
2024
Q2 | $30.7K | Sell |
|
|||||
|
2024
Q1 | $31K | Buy |
|
|||||
|
2023
Q4 | $803 | Buy |
|
|||||
|
2023
Q3 | $678 | Hold |
|
|||||
|
2023
Q2 | $632 | Buy |
|
|||||
|
2023
Q1 | $690 | Sell |
|
|||||
|
2022
Q4 | $12.8K | Buy |
|
|||||
|
2022
Q3 | $13K | Sell |
|
|||||
|
2022
Q2 | $13K | Sell |
|
|||||
|
2022
Q1 | $83K | Hold |
|
|||||
|
2021
Q4 | $78K | Sell |
|
|||||
|
2021
Q3 | $76K | Sell |
|
|||||
|
2021
Q2 | $170K | Sell |
|
|||||
|
2021
Q1 | $621K | Buy |
|
|||||
|
2020
Q4 | $497K | Buy |
|
|||||
|
2020
Q3 | $339K | Buy |
|
|||||
|
2020
Q2 | $339K | Buy |
|
|||||
|
2020
Q1 | $154K | Buy |
|
|||||
|
2019
Q4 | $272K | Buy |
|
|||||
|
2019
Q3 | $138K | Buy |
|
|||||
|
2019
Q2 | $123K | Buy |
|
|||||
|
2019
Q1 | $127K | Buy |
|
|||||
|
2018
Q4 | $111K | Buy |
|
|||||
|
2018
Q3 | $131K | Buy |
|
|||||
|
2018
Q2 | $130K | Buy |
|
|||||
|
2018
Q1 | $12K | Buy |
|
|||||
|
2017
Q4 | $12K | Sell |
|
|||||
|
2017
Q3 | $12K | Hold |
|
|||||
|
2017
Q2 | $11K | Hold |
|
|||||
|
2017
Q1 | $11K | Hold |
|
|||||
|
2016
Q4 | $11K | Hold |
|
|||||
|
2016
Q3 | $8K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $0 | Buy |
|
|||||
|
2015
Q4 | – | Hold |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $0 | Hold |
|
|||||
|
2015
Q1 | $0 | Sell |
|
|||||
|
2014
Q4 | $2K | Sell |
|
|||||
|
2014
Q3 | $8K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $0 | Hold |
|
|||||
|
2013
Q4 | $0 | Sell |
|
|||||
|
2013
Q3 | $298K | Hold |
|
|||||
|
2013
Q2 | $292K | Buy |
|