AssetMark Inc’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	$9.04K	Buy	287 +218	+316%	+$7.18K	﹤0.01%	2347
2025 Q4	$2.15K	Buy	69 +40	+138%	+$1.24K	﹤0.01%	2755
2025 Q3	$909	Sell	29 -4	-12%	-$126	﹤0.01%	2798
2025 Q2	$983	Buy	33 +24	+267%	+$667	﹤0.01%	2615
2025 Q1	$253	Hold	9	–	–	﹤0.01%	2508
2024 Q4	$291	Buy	+9	New	+$280	﹤0.01%	2443
2024 Q3	–	Sell	-100	Closed	-$2.55K	–	2379
2024 Q2	$2.55K	Sell	100 -73	-42%	-$1.86K	﹤0.01%	1705
2024 Q1	$4.55K	Sell	173 -5,992	-97%	-$162K	﹤0.01%	1477
2023 Q4	$180K	Buy	6,165 +1,175	+24%	+$30K	﹤0.01%	934
2023 Q3	$127K	Buy	4,990 +1	+0%	+$27	﹤0.01%	942
2023 Q2	$125K	Buy	4,989 +484	+11%	+$12K	﹤0.01%	911
2023 Q1	$127K	Buy	4,505 +1,323	+42%	+$41.8K	﹤0.01%	889
2022 Q4	$108K	Buy	3,182 +337	+12%	+$12.2K	﹤0.01%	903
2022 Q3	$94K	Buy	2,845 +476	+20%	+$15.8K	﹤0.01%	860
2022 Q2	$72K	Buy	2,369 +1,378	+139%	+$42.4K	﹤0.01%	863
2022 Q1	$34K	Buy	+991	New	+$36.5K	﹤0.01%	991
2018 Q1	–	Sell	-64	Closed	-$2K	–	2050
2017 Q4	$2K	Buy	64 +23	+56%	+$642	﹤0.01%	1505
2017 Q3	$1K	Buy	+41	New	+$1.11K	﹤0.01%	1420