Cetera Investment Advisers’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
89,046
+236
| +0.3% | +$5.71K | ﹤0.01% | 1788 |
|
|
2025
Q1 | $1.74M | Buy |
88,810
+30,726
| +53% | +$602K | ﹤0.01% | 1846 |
|
|
2024
Q4 | $1.31M | Buy |
58,084
+8,182
| +16% | +$184K | ﹤0.01% | 1970 |
|
|
2024
Q3 | $1.13M | Buy |
49,902
+7,667
| +18% | +$173K | ﹤0.01% | 2038 |
|
|
2024
Q2 | $687K | Sell |
42,235
-77,703
| -65% | -$1.26M | ﹤0.01% | 2349 |
|
|
2024
Q1 | $3.2M | Buy |
119,938
+93,078
| +347% | +$2.49M | 0.01% | 1243 |
|
|
2023
Q4 | $1.1M | Buy |
26,860
+5,017
| +23% | +$205K | 0.01% | 1057 |
|
|
2023
Q3 | $686K | Sell |
21,843
-24,872
| -53% | -$781K | 0.01% | 1260 |
|
|
2023
Q2 | $2.03M | Buy |
46,715
+9
| +0% | +$391 | 0.02% | 764 |
|
|
2023
Q1 | $1.51M | Buy |
46,706
+1,452
| +3% | +$47.1K | 0.01% | 857 |
|
|
2022
Q4 | $1.29M | Buy |
45,254
+16,167
| +56% | +$462K | 0.01% | 885 |
|
|
2022
Q3 | $927K | Sell |
29,087
-1,767
| -6% | -$56.3K | 0.02% | 751 |
|
|
2022
Q2 | $1.14M | Buy |
30,854
+6,167
| +25% | +$227K | 0.02% | 743 |
|
|
2022
Q1 | $2.45M | Buy |
24,687
+3,000
| +14% | +$298K | 0.04% | 490 |
|
|
2021
Q4 | $3.1M | Sell |
21,687
-1,960
| -8% | -$280K | 0.04% | 413 |
|
|
2021
Q3 | $2.99M | Buy |
23,647
+1,954
| +9% | +$247K | 0.05% | 399 |
|
|
2021
Q2 | $2.38M | Buy |
21,693
+12,241
| +130% | +$1.34M | 0.04% | 456 |
|
|
2021
Q1 | $948K | Buy |
9,452
+7,093
| +301% | +$711K | 0.02% | 692 |
|
|
2020
Q4 | $362K | Buy |
+2,359
| New | +$362K | 0.01% | 1135 |
|