Private Wealth Advisors, LLC United Security Bancshares Transaction History

Private Wealth Advisors, LLC

  • $250 Million
  • Q4 2024

A detailed history of Private Wealth Advisors, LLC transactions in United Security Bancshares stock. As of the latest transaction made, Private Wealth Advisors, LLC holds 51,481 shares of UBFO stock, worth $511,721. This represents 0.21% of its overall portfolio holdings.

Number of Shares
51,481
Previous 83,044 38.01%
Holding current value
$511,721
Previous $723,000 28.22%
% of portfolio
0.21%
Previous 0.28%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$8.14 - $10.31 $256,922 - $325,414
-31,563 Reduced 38.01%
51,481 $519,000
Q3 2024

Nov 05, 2024
BUY
$7.07 - $8.91 $8,717 - $10,986
1,233 Added 1.51%
83,044 $723,000
Q2 2024

Jul 23, 2024
BUY
$7.12 - $7.53 $9,248 - $9,781
1,299 Added 1.61%
81,811 $593,000
Q1 2024

May 08, 2024
BUY
$7.15 - $8.28 $8,351 - $9,671
1,168 Added 1.47%
80,512 $620,000
Q4 2023

Jan 23, 2024
BUY
$7.1 - $8.65 $4,970 - $6,055
700 Added 0.89%
79,344 $667,000
Q3 2023

Oct 18, 2023
SELL
$6.46 - $7.61 $652 - $768
-101 Reduced 0.13%
78,644 $585,000
Q2 2023

Jul 20, 2023
SELL
$5.52 - $6.87 $3,886 - $4,836
-704 Reduced 0.89%
78,745 $524,000
Q1 2023

Apr 24, 2023
BUY
$6.16 - $8.32 $30,091 - $40,643
4,885 Added 6.55%
79,449 $506,000
Q4 2022

Feb 13, 2023
BUY
$6.51 - $7.31 $6,399 - $7,185
983 Added 1.34%
74,564 $545,000
Q3 2022

Nov 14, 2022
BUY
$6.51 - $7.55 $651 - $755
100 Added 0.14%
73,581 $480,000
Q2 2022

Aug 15, 2022
BUY
$7.27 - $8.45 $14,554 - $16,916
2,002 Added 2.8%
73,481 $532,000
Q1 2022

May 17, 2022
SELL
$8.06 - $8.69 $56,532 - $60,951
-7,014 Reduced 8.94%
71,479 $593,000
Q4 2021

Feb 11, 2022
SELL
$7.75 - $8.21 $96,937 - $102,690
-12,508 Reduced 13.74%
78,493 $637,000
Q3 2021

Dec 03, 2021
BUY
$7.77 - $8.25 $16,456 - $17,473
2,118 Added 2.38%
91,001 $719,000
Q2 2021

Jul 29, 2021
SELL
$7.7 - $8.56 $23,100 - $25,680
-3,000 Reduced 3.27%
88,883 $726,000
Q1 2021

May 17, 2021
SELL
$6.76 - $8.85 $6,760 - $8,850
-1,000 Reduced 1.08%
91,883 $753,000
Q4 2020

Feb 11, 2021
BUY
$5.89 - $7.75 $97,232 - $127,937
16,508 Added 21.61%
92,883 $653,000
Q3 2020

Nov 16, 2020
BUY
$5.74 - $7.13 $438,392 - $544,553
76,375 New
76,375 $467,000
Q1 2020

May 14, 2020
SELL
$5.2 - $10.58 $404,508 - $823,018
-77,790 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
$10.03 - $10.81 $361,080 - $389,160
-36,000 Reduced 31.64%
77,790 $835,000
Q4 2019

Jan 31, 2020
BUY
$10.03 - $10.81 $60,179 - $64,860
6,000 Added 5.57%
113,790 $1.09 Million
Q3 2019

Nov 22, 2019
SELL
$10.15 - $11.34 $60,900 - $68,040
-6,000 Reduced 5.27%
107,790 $1.13 Million
Q4 2018

Feb 03, 2020
BUY
$9.41 - $11.18 $1.07 Million - $1.27 Million
113,790 New
113,790 $1.09 Million

Others Institutions Holding UBFO

# of Institutions
46
Shares Held
5.03M
Call Options Held
0
Put Options Held
0
View Full List

About UNITED SECURITY BANCSHARES

UBFO Quotes by TradingView
  • Ticker UBFO
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 17,046,700
  • Market Cap $169M
  • Description
  • United Security Bancshares operates as the bank holding company for United Security Bank, a state-chartered bank that provides a range of commercial banking services to the business and professional community, and individuals in California. The company accepts various deposit products, including personal and business checking accounts, savings a...
More about UBFO
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