Concourse Financial Group Securities’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28
| Closed | -$1.07K | – | 7852 |
|
|
2024
Q4 | $1.07K | Hold |
28
| – | – | ﹤0.01% | 2083 |
|
|
2024
Q3 | $1.05K | Sell |
28
-62
| -69% | -$2.32K | ﹤0.01% | 2063 |
|
|
2024
Q2 | $2.95K | Sell |
90
-23
| -20% | -$754 | ﹤0.01% | 1973 |
|
|
2024
Q1 | $4.09K | Hold |
113
| – | – | ﹤0.01% | 1931 |
|
|
2023
Q4 | $4.28K | Buy |
113
+25
| +28% | +$948 | ﹤0.01% | 1882 |
|
|
2023
Q3 | $2.46K | Sell |
88
-26
| -23% | -$727 | ﹤0.01% | 1960 |
|
|
2023
Q2 | $3.42K | Sell |
114
-99
| -46% | -$2.97K | ﹤0.01% | 1919 |
|
|
2023
Q1 | $7.57K | Sell |
213
-12
| -5% | -$427 | ﹤0.01% | 1740 |
|
|
2022
Q4 | $9.19K | Buy |
225
+4
| +2% | +$163 | ﹤0.01% | 1679 |
|
|
2022
Q3 | $8K | Buy |
221
+20
| +10% | +$724 | ﹤0.01% | 1552 |
|
|
2022
Q2 | $7K | Buy |
201
+16
| +9% | +$557 | ﹤0.01% | 1777 |
|
|
2022
Q1 | $7K | Hold |
185
| – | – | ﹤0.01% | 1795 |
|
|
2021
Q4 | $7K | Hold |
185
| – | – | ﹤0.01% | 1970 |
|
|
2021
Q3 | $7K | Buy |
185
+107
| +137% | +$4.05K | ﹤0.01% | 1995 |
|
|
2021
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 2148 |
|
|
2021
Q1 | $3K | Buy |
78
+34
| +77% | +$1.31K | ﹤0.01% | 2083 |
|
|
2020
Q4 | $1K | Buy |
44
+21
| +91% | +$477 | ﹤0.01% | 2235 |
|
|
2020
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 2115 |
|
|
2020
Q2 | $1K | Sell |
23
-40
| -63% | -$1.74K | ﹤0.01% | 2037 |
|
|
2020
Q1 | $1K | Buy |
63
+23
| +58% | +$365 | ﹤0.01% | 2093 |
|
|
2019
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 1928 |
|
|
2019
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 1574 |
|
|
2019
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 2141 |
|
|
2019
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 2185 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5240 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5058 |
|