CIBC Asset Management’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 | $358K | Sell |
11,383
-378
| -3% | -$12.4K | ﹤0.01% | 904 |
|
|
2025
Q4 | $367K | Buy |
11,761
+365
| +3% | +$11.3K | ﹤0.01% | 888 |
|
|
2025
Q3 | $357K | Hold |
11,396
| – | – | ﹤0.01% | 864 |
|
|
2025
Q2 | $339K | Hold |
11,396
| – | – | ﹤0.01% | 845 |
|
|
2025
Q1 | $321K | Sell |
11,396
-352
| -3% | -$11K | ﹤0.01% | 845 |
|
|
2024
Q4 | $380K | Buy |
11,748
+603
| +5% | +$18.8K | ﹤0.01% | 806 |
|
|
2024
Q3 | $324K | Sell |
11,145
-330
| -3% | -$9.47K | ﹤0.01% | 848 |
|
|
2024
Q2 | $292K | Sell |
11,475
-81
| -0.7% | -$2.07K | ﹤0.01% | 842 |
|
|
2024
Q1 | $304K | Sell |
11,556
-274
| -2% | -$7.4K | ﹤0.01% | 829 |
|
|
2023
Q4 | $346K | Buy |
+11,830
| New | +$302K | ﹤0.01% | 785 |
|
|
2023
Q1 | – | Sell |
-5,931
| Closed | -$200K | – | 1141 |
|
|
2022
Q4 | $200K | Buy |
+5,931
| New | +$215K | ﹤0.01% | 946 |
|
|
2022
Q1 | – | Sell |
-5,697
| Closed | -$205K | – | 1612 |
|
|
2021
Q4 | $205K | Sell |
5,697
-4,508
| -44% | -$157K | ﹤0.01% | 1403 |
|
|
2021
Q3 | $335K | Buy |
10,205
+485
| +5% | +$14.5K | ﹤0.01% | 963 |
|
|
2021
Q2 | $311K | Hold |
9,720
| – | – | ﹤0.01% | 977 |
|
|
2021
Q1 | $332K | Sell |
9,720
-1,250
| -11% | -$41.1K | ﹤0.01% | 922 |
|
|
2020
Q4 | $312K | Buy |
+10,970
| New | +$259K | ﹤0.01% | 888 |
|
|
2019
Q4 | – | Sell |
-10,686
| Closed | -$303K | – | 1249 |
|
|
2019
Q3 | $303K | Hold |
10,686
| – | – | ﹤0.01% | 841 |
|
|
2019
Q2 | $305K | Hold |
10,686
| – | – | ﹤0.01% | 851 |
|
|
2019
Q1 | $266K | Hold |
10,686
| – | – | ﹤0.01% | 892 |
|
|
2018
Q4 | $229K | Buy |
+10,686
| New | +$264K | ﹤0.01% | 882 |
|
Other funds holding UCB
VPM
VCM
