Wells Fargo’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 | $63.2K | Buy |
+1,374
| New | +$63.2K | ﹤0.01% | 5009 |
|
|
2024
Q3 | – | Sell |
-498
| Closed | -$21.4K | – | 6563 |
|
|
2024
Q2 | $21.4K | Sell |
498
-520
| -51% | -$22.4K | ﹤0.01% | 5191 |
|
|
2024
Q1 | $41.4K | Hold |
1,018
| – | – | ﹤0.01% | 4955 |
|
|
2023
Q4 | $39.7K | Buy |
1,018
+1
| +0.1% | +$39 | ﹤0.01% | 4936 |
|
|
2023
Q3 | $37.6K | Hold |
1,017
| – | – | ﹤0.01% | 4975 |
|
|
2023
Q2 | $36.1K | Buy |
1,017
+1
| +0.1% | +$36 | ﹤0.01% | 5267 |
|
|
2023
Q1 | $37.6K | Hold |
1,016
| – | – | ﹤0.01% | 5021 |
|
|
2022
Q4 | $39.9K | Buy |
1,016
+1
| +0.1% | +$39 | ﹤0.01% | 4659 |
|
|
2022
Q3 | $42K | Sell |
1,015
-1
| -0.1% | -$41 | ﹤0.01% | 4728 |
|
|
2022
Q2 | $39K | Buy |
1,016
+1
| +0.1% | +$38 | ﹤0.01% | 4865 |
|
|
2022
Q1 | $39K | Buy |
1,015
+1
| +0.1% | +$38 | ﹤0.01% | 5436 |
|
|
2021
Q4 | $45K | Sell |
1,014
-203
| -17% | -$9.01K | ﹤0.01% | 5559 |
|
|
2021
Q3 | $55K | Sell |
1,217
-1
| -0.1% | -$45 | ﹤0.01% | 5294 |
|
|
2021
Q2 | $56K | Sell |
1,218
-100
| -8% | -$4.6K | ﹤0.01% | 5200 |
|
|
2021
Q1 | $55K | Buy |
1,318
+1
| +0.1% | +$42 | ﹤0.01% | 5418 |
|
|
2020
Q4 | $41K | Hold |
1,317
| – | – | ﹤0.01% | 5446 |
|
|
2020
Q3 | $39K | Buy |
1,317
+1,099
| +504% | +$32.5K | ﹤0.01% | 5336 |
|
|
2020
Q2 | $5K | Hold |
218
| – | – | ﹤0.01% | 5620 |
|
|
2020
Q1 | $4K | Sell |
218
-235
| -52% | -$4.31K | ﹤0.01% | 5592 |
|
|
2019
Q4 | $16K | Buy |
453
+253
| +127% | +$8.94K | ﹤0.01% | 5490 |
|
|
2019
Q3 | $7K | Sell |
200
-60
| -23% | -$2.1K | ﹤0.01% | 5602 |
|
|
2019
Q2 | $9K | Hold |
260
| – | – | ﹤0.01% | 5545 |
|
|
2019
Q1 | $9K | Hold |
260
| – | – | ﹤0.01% | 5543 |
|
|
2018
Q4 | $8K | Buy |
260
+160
| +160% | +$4.92K | ﹤0.01% | 5594 |
|
|
2018
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 5720 |
|
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 5731 |
|
|
2018
Q1 | $4K | Sell |
100
-200
| -67% | -$8K | ﹤0.01% | 5684 |
|
|
2017
Q4 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 5542 |
|