Clearstead Advisors’s Fulton Financial FULT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$745K	Sell	41,313 -30	-0.1%	-$541	0.01%	503
2025 Q1	$748K	Sell	41,343 -10,225	-20%	-$185K	0.01%	471
2024 Q4	$994K	Hold	51,568	–	–	0.02%	410
2024 Q3	$935K	Sell	51,568 -5,151	-9%	-$93.4K	0.01%	432
2024 Q2	$963K	Buy	56,719 +10,255	+22%	+$174K	0.02%	404
2024 Q1	$806K	Hold	46,464	–	–	0.04%	256
2023 Q4	$765K	Sell	46,464 -46,464	-50%	-$765K	0.04%	256
2023 Q3	$1.13M	Buy	92,928 +46,464	+100%	+$563K	0.03%	286
2023 Q2	$554K	Hold	46,464	–	–	0.03%	279
2023 Q1	$642K	Sell	46,464 -5,000	-10%	-$69.1K	0.05%	227
2022 Q4	$866K	Hold	51,464	–	–	0.07%	184
2022 Q3	$813K	Hold	51,464	–	–	0.07%	172
2022 Q2	$744K	Hold	51,464	–	–	0.06%	200
2022 Q1	$855K	Hold	51,464	–	–	0.06%	194
2021 Q4	$875K	Hold	51,464	–	–	0.06%	193
2021 Q3	$786K	Hold	51,464	–	–	0.06%	195
2021 Q2	$812K	Sell	51,464 -2,000	-4%	-$31.6K	0.06%	186
2021 Q1	$910K	Hold	53,464	–	–	0.08%	165
2020 Q4	$680K	Sell	53,464 -2,950	-5%	-$37.5K	0.06%	182
2020 Q3	$526K	Hold	56,414	–	–	0.06%	176
2020 Q2	$594K	Buy	56,414 +29,414	+109%	+$310K	0.07%	167
2020 Q1	$310K	Sell	27,000 -8,000	-23%	-$91.9K	0.05%	194
2019 Q4	$610K	Sell	35,000 -29,414	-46%	-$513K	0.07%	160
2019 Q3	$1.04M	Buy	64,414 +29,414	+84%	+$476K	0.14%	116
2019 Q2	$573K	Hold	35,000	–	–	0.08%	159
2019 Q1	$542K	Hold	35,000	–	–	0.07%	159
2018 Q4	$542K	Buy	+35,000	New	+$542K	0.08%	151