Curi RMB Capital’s United Community Banks, Inc. UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,500
| Closed | -$352K | – | 682 |
|
|
2025
Q1 | $352K | Buy |
+12,500
| New | +$352K | 0.01% | 415 |
|
|
2024
Q3 | – | Sell |
-30,000
| Closed | -$764K | – | 562 |
|
|
2024
Q2 | $764K | Hold |
30,000
| – | – | 0.02% | 361 |
|
|
2024
Q1 | $790K | Hold |
30,000
| – | – | 0.02% | 374 |
|
|
2023
Q4 | $878K | Hold |
30,000
| – | – | 0.03% | 310 |
|
|
2023
Q3 | $762K | Hold |
30,000
| – | – | 0.03% | 315 |
|
|
2023
Q2 | $750K | Hold |
30,000
| – | – | 0.02% | 320 |
|
|
2023
Q1 | $844K | Sell |
30,000
-10,000
| -25% | -$281K | 0.03% | 300 |
|
|
2022
Q4 | $1.35M | Sell |
40,000
-35,000
| -47% | -$1.18M | 0.05% | 253 |
|
|
2022
Q3 | $2.48M | Hold |
75,000
| – | – | 0.09% | 204 |
|
|
2022
Q2 | $2.26M | Buy |
+75,000
| New | +$2.26M | 0.08% | 209 |
|
|
2020
Q1 | – | Sell |
-50,399
| Closed | -$1.56M | – | 775 |
|
|
2019
Q4 | $1.56M | Hold |
50,399
| – | – | 0.04% | 297 |
|
|
2019
Q3 | $1.43M | Sell |
50,399
-184,313
| -79% | -$5.23M | 0.04% | 327 |
|
|
2019
Q2 | $6.7M | Sell |
234,712
-3,875
| -2% | -$111K | 0.17% | 119 |
|
|
2019
Q1 | $5.95M | Sell |
238,587
-166,109
| -41% | -$4.14M | 0.15% | 138 |
|
|
2018
Q4 | $8.69M | Buy |
404,696
+3,875
| +1% | +$83.2K | 0.22% | 100 |
|
|
2018
Q3 | $11.2M | Hold |
400,821
| – | – | 0.27% | 91 |
|
|
2018
Q2 | $12.3M | Sell |
400,821
-66,878
| -14% | -$2.05M | 0.29% | 78 |
|
|
2018
Q1 | $14.8M | Buy |
467,699
+32,876
| +8% | +$1.04M | 0.38% | 62 |
|
|
2017
Q4 | $12.2M | Buy |
434,823
+234,824
| +117% | +$6.61M | 0.32% | 70 |
|
|
2017
Q3 | $5.71M | Buy |
+199,999
| New | +$5.71M | 0.15% | 178 |
|
|
2015
Q4 | – | Sell |
-164,558
| Closed | -$3.36M | – | 493 |
|
|
2015
Q3 | $3.36M | Buy |
+164,558
| New | +$3.36M | 0.22% | 104 |
|