Dana Investment Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.76M | Sell |
75,892
-1,228
| -2% | -$44.7K | 0.09% | 238 |
|
2025
Q1 | $2.67M | Sell |
77,120
-1,986
| -3% | -$68.9K | 0.1% | 234 |
|
2024
Q4 | $2.97M | Sell |
79,106
-4,555
| -5% | -$171K | 0.1% | 236 |
|
2024
Q3 | $3.1M | Sell |
83,661
-9,876
| -11% | -$366K | 0.1% | 230 |
|
2024
Q2 | $3.03M | Sell |
93,537
-1,252
| -1% | -$40.6K | 0.1% | 225 |
|
2024
Q1 | $3.39M | Buy |
+94,789
| New | +$3.39M | 0.11% | 223 |
|