Envestnet Asset Management’s United Community Banks UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.84M | Sell |
185,526
-2,649
| -1% | -$87.2K | ﹤0.01% | 2207 |
|
|
2025
Q4 | $5.87M | Sell |
188,175
-51,230
| -21% | -$1.58M | ﹤0.01% | 2068 |
|
|
2025
Q3 | $7.51M | Sell |
239,405
-6,537
| -3% | -$207K | ﹤0.01% | 1959 |
|
|
2025
Q2 | $7.33M | Sell |
245,942
-13,128
| -5% | -$365K | ﹤0.01% | 1948 |
|
|
2025
Q1 | $7.29M | Sell |
259,070
-3,883
| -1% | -$121K | ﹤0.01% | 1869 |
|
|
2024
Q4 | $8.5M | Buy |
262,953
+13,051
| +5% | +$406K | ﹤0.01% | 1752 |
|
|
2024
Q3 | $7.27M | Buy |
249,902
+2,304
| +0.9% | +$66.1K | ﹤0.01% | 1860 |
|
|
2024
Q2 | $6.3M | Buy |
247,598
+7,355
| +3% | +$188K | ﹤0.01% | 1861 |
|
|
2024
Q1 | $6.32M | Sell |
240,243
-6,933
| -3% | -$187K | ﹤0.01% | 1814 |
|
|
2023
Q4 | $7.23M | Buy |
247,176
+8,844
| +4% | +$226K | ﹤0.01% | 1642 |
|
|
2023
Q3 | $6.06M | Buy |
238,332
+128,128
| +116% | +$3.47M | ﹤0.01% | 1675 |
|
|
2023
Q2 | $2.75M | Sell |
110,204
-7,045
| -6% | -$175K | ﹤0.01% | 2081 |
|
|
2023
Q1 | $3.3M | Buy |
117,249
+3,935
| +3% | +$124K | ﹤0.01% | 1885 |
|
|
2022
Q4 | $3.83M | Buy |
113,314
+2,396
| +2% | +$86.9K | ﹤0.01% | 1750 |
|
|
2022
Q3 | $3.67M | Buy |
110,918
+22,593
| +26% | +$751K | ﹤0.01% | 1695 |
|
|
2022
Q2 | $2.67M | Buy |
88,325
+1,599
| +2% | +$49.2K | ﹤0.01% | 1916 |
|
|
2022
Q1 | $3.02M | Buy |
86,726
+2,069
| +2% | +$76.2K | ﹤0.01% | 1941 |
|
|
2021
Q4 | $3.04M | Buy |
84,657
+10,984
| +15% | +$384K | ﹤0.01% | 1894 |
|
|
2021
Q3 | $2.42M | Sell |
73,673
-6,393
| -8% | -$192K | ﹤0.01% | 1971 |
|
|
2021
Q2 | $2.56M | Buy |
80,066
+7,113
| +10% | +$239K | ﹤0.01% | 1901 |
|
|
2021
Q1 | $2.49M | Buy |
72,953
+3,675
| +5% | +$121K | ﹤0.01% | 1813 |
|
|
2020
Q4 | $1.97M | Sell |
69,278
-6,291
| -8% | -$149K | ﹤0.01% | 1767 |
|
|
2020
Q3 | $1.28M | Sell |
75,569
-1,519
| -2% | -$27.3K | ﹤0.01% | 1871 |
|
|
2020
Q2 | $1.55M | Buy |
77,088
+566
| +0.7% | +$10.8K | ﹤0.01% | 1726 |
|
|
2020
Q1 | $1.4M | Sell |
76,522
-27,057
| -26% | -$698K | ﹤0.01% | 1614 |
|
|
2019
Q4 | $3.2M | Sell |
103,579
-1,534
| -1% | -$46.3K | ﹤0.01% | 1354 |
|
|
2019
Q3 | $2.98M | Buy |
105,113
+5,513
| +6% | +$151K | ﹤0.01% | 1328 |
|
|
2019
Q2 | $2.85M | Buy |
99,600
+18,822
| +23% | +$514K | ﹤0.01% | 1350 |
|
|
2019
Q1 | $2.01M | Buy |
80,778
+19,527
| +32% | +$507K | ﹤0.01% | 1479 |
|
|
2018
Q4 | $1.31M | Buy |
+61,251
| New | +$1.51M | ﹤0.01% | 1564 |
|
|
2018
Q3 | – | Sell |
-11,681
| Closed | -$358K | – | 2680 |
|
|
2018
Q2 | $358K | Sell |
11,681
-42
| -0.4% | -$1.37K | ﹤0.01% | 1444 |
|
|
2018
Q1 | $371K | Buy |
11,723
+4,914
| +72% | +$154K | ﹤0.01% | 1325 |
|
|
2017
Q4 | $192K | Sell |
6,809
-44
| -0.6% | -$1.23K | ﹤0.01% | 1867 |
|
|
2017
Q3 | $196K | Sell |
6,853
-2,894
| -30% | -$78.2K | ﹤0.01% | 1844 |
|
|
2017
Q2 | $271K | Sell |
9,747
-70
| -0.7% | -$1.89K | ﹤0.01% | 1763 |
|
|
2017
Q1 | $273K | Buy |
9,817
+1,983
| +25% | +$56.4K | ﹤0.01% | 1791 |
|
|
2016
Q4 | $231K | Buy |
7,834
+1,571
| +25% | +$39.3K | ﹤0.01% | 1826 |
|
|
2016
Q3 | $132K | Buy |
6,263
+1,365
| +28% | +$27.1K | ﹤0.01% | 2206 |
|
|
2016
Q2 | $90K | Buy |
4,898
+52
| +1% | +$1K | ﹤0.01% | 2486 |
|
|
2016
Q1 | $90K | Buy |
4,846
+1,590
| +49% | +$28.2K | ﹤0.01% | 2458 |
|
|
2015
Q4 | $63K | Buy |
3,256
+1,460
| +81% | +$29.7K | ﹤0.01% | 2570 |
|
|
2015
Q3 | $37K | Buy |
+1,796
| New | +$36.7K | ﹤0.01% | 2769 |
|
|
2015
Q1 | – | Sell |
-730
| Closed | -$14K | – | 2450 |
|
|
2014
Q4 | $14K | Hold |
730
| – | – | ﹤0.01% | 1872 |
|
|
2014
Q3 | $12K | Buy |
+730
| New | +$12.1K | ﹤0.01% | 2064 |
|
Other funds holding UCB
VPM
VCM
