Advisory Services Network’s United Community Banks UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.3K | Buy |
+200
| New | +$6.58K | ﹤0.01% | 3759 |
|
|
2025
Q4 | – | Sell |
-300
| Closed | -$9.4K | – | 4419 |
|
|
2025
Q3 | $9.4K | Buy |
+300
| New | +$9.49K | ﹤0.01% | 3312 |
|
|
2024
Q1 | – | Sell |
-600
| Closed | -$17.6K | – | 3751 |
|
|
2023
Q4 | $17.6K | Buy |
+600
| New | +$15.3K | ﹤0.01% | 2592 |
|
|
2023
Q2 | – | Sell |
-834
| Closed | -$23.5K | – | 3750 |
|
|
2023
Q1 | $23.5K | Hold |
834
| – | – | ﹤0.01% | 2444 |
|
|
2022
Q4 | $28.2K | Buy |
+834
| New | +$30.3K | ﹤0.01% | 2281 |
|
|
2021
Q3 | – | Sell |
-1,029
| Closed | -$33K | – | 3289 |
|
|
2021
Q2 | $33K | Buy |
+1,029
| New | +$34.6K | ﹤0.01% | 2223 |
|
|
2021
Q1 | – | Sell |
-328
| Closed | -$10K | – | 3234 |
|
|
2020
Q4 | $10K | Hold |
328
| – | – | ﹤0.01% | 2446 |
|
|
2020
Q3 | $5K | Buy |
+328
| New | +$5.9K | ﹤0.01% | 2801 |
|
|
2020
Q2 | – | Sell |
-1,326
| Closed | -$24K | – | 2820 |
|
|
2020
Q1 | $24K | Buy |
1,326
+156
| +13% | +$4.03K | ﹤0.01% | 1772 |
|
|
2019
Q4 | $36K | Buy |
1,170
+300
| +34% | +$9.06K | ﹤0.01% | 1684 |
|
|
2019
Q3 | $25K | Hold |
870
| – | – | ﹤0.01% | 1706 |
|
|
2019
Q2 | $25K | Buy |
+870
| New | +$23.8K | ﹤0.01% | 1704 |
|
|
2019
Q1 | – | Sell |
-43
| Closed | -$1K | – | 2728 |
|
|
2018
Q4 | $1K | Sell |
43
-107
| -71% | -$2.64K | ﹤0.01% | 2483 |
|
|
2018
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 2173 |
|
|
2018
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 2054 |
|
|
2018
Q1 | $5K | Buy |
150
+34
| +29% | +$1.06K | ﹤0.01% | 2148 |
|
|
2017
Q4 | $3K | Hold |
116
| – | – | ﹤0.01% | 2305 |
|
|
2017
Q3 | $3K | Hold |
116
| – | – | ﹤0.01% | 2094 |
|
|
2017
Q2 | $3K | Sell |
116
-88
| -43% | -$2.38K | ﹤0.01% | 2038 |
|
|
2017
Q1 | $6K | Buy |
+204
| New | +$5.8K | ﹤0.01% | 1670 |
|
|
2016
Q3 | $5K | Hold |
236
| – | – | ﹤0.01% | 1552 |
|
|
2016
Q2 | $4K | Buy |
236
+53
| +29% | +$1.02K | ﹤0.01% | 1506 |
|
|
2016
Q1 | $3K | Hold |
183
| – | – | ﹤0.01% | 1423 |
|
|
2015
Q4 | $4K | Hold |
183
| – | – | ﹤0.01% | 1217 |
|
|
2015
Q3 | $4K | Hold |
183
| – | – | ﹤0.01% | 1205 |
|
|
2015
Q2 | $4K | Hold |
183
| – | – | ﹤0.01% | 1153 |
|
|
2015
Q1 | $3K | Hold |
183
| – | – | ﹤0.01% | 1145 |
|
|
2014
Q4 | $3K | Buy |
+183
| New | +$3.23K | ﹤0.01% | 1053 |
|
Other funds holding UCB
VPM
VCM