Clearstead Advisors’s United Community Banks UCB Stock Holding History

Clearstead Advisors’s Portfolio UCB Stock Details UCB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$157	Sell
2025 Q2	$228K	Hold
2025 Q1	$216K	Hold
2024 Q4	$248K	Hold
2024 Q3	$223K	Hold
2024 Q2	$195K	Buy