CFP
Curran Financial Partners’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Hold |
10,781
| – | – | 0.09% | 90 |
|
|
2025
Q1 | $374K | Hold |
10,781
| – | – | 0.09% | 74 |
|
|
2024
Q4 | $405K | Hold |
10,781
| – | – | 0.11% | 69 |
|
|
2024
Q3 | $400K | Hold |
10,781
| – | – | 0.11% | 67 |
|
|
2024
Q2 | $350K | Hold |
10,781
| – | – | 0.12% | 65 |
|
|
2024
Q1 | $386K | Hold |
10,781
| – | – | 0.13% | 62 |
|
|
2023
Q4 | $399K | Hold |
10,781
| – | – | 0.15% | 58 |
|
|
2023
Q3 | $297K | Hold |
10,781
| – | – | 0.13% | 57 |
|
|
2023
Q2 | $320K | Hold |
10,781
| – | – | 0.14% | 60 |
|
|
2023
Q1 | $379K | Buy |
+10,781
| New | +$379K | 0.18% | 51 |
|