A detailed history of Destination Wealth Management transactions in United Security Bancshares stock. As of the latest transaction made, Destination Wealth Management holds 94,506 shares of UBFO stock, worth $814,641. This represents 0.02% of its overall portfolio holdings.

Number of Shares
94,506
Previous 94,506 -0.0%
Holding current value
$814,641
Previous $728,000 5.91%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 12, 2020

BUY
$10.03 - $10.81 $947,895 - $1.02 Million
94,506 New
94,506 $1.01 Million
Q3 2019

Nov 13, 2019

SELL
$10.15 - $11.34 $959,235 - $1.07 Million
-94,506 Closed
0 $0
Q3 2018

Nov 07, 2018

BUY
$10.65 - $11.5 $1.01 Million - $1.09 Million
94,506 New
94,506 $1.05 Million
Q2 2018

Jul 31, 2018

SELL
$10.7 - $11.45 $23,743 - $25,407
-2,219 Closed
0 $0
Q1 2018

Apr 05, 2018

SELL
$10.15 - $11.6 $930,917 - $1.06 Million
-91,716 Reduced 97.64%
2,219 $28,000
Q4 2017

Feb 09, 2018

BUY
$9.2 - $11.1 $6,237 - $7,525
678 Added 0.73%
93,935 $1.03 Million
Q3 2017

Nov 09, 2017

BUY
$8.75 - $9.7 $4,121 - $4,568
471 Added 0.51%
93,257 $886,000
Q2 2017

Aug 11, 2017

BUY
N/A
92,786
92,786 $858,000

Others Institutions Holding UBFO

About UNITED SECURITY BANCSHARES


  • Ticker UBFO
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 17,046,700
  • Market Cap $147M
  • 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
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.