Equitable Trust’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 | $216K | Hold |
7,255
| – | – | 0.01% | 419 |
|
|
2025
Q1 | $204K | Hold |
7,255
| – | – | 0.01% | 455 |
|
|
2024
Q4 | $234K | Hold |
7,255
| – | – | 0.01% | 444 |
|
|
2024
Q3 | $211K | Buy |
+7,255
| New | +$211K | 0.01% | 434 |
|
|
2024
Q1 | – | Sell |
-7,255
| Closed | -$212K | – | 433 |
|
|
2023
Q4 | $212K | Buy |
+7,255
| New | +$212K | 0.02% | 388 |
|
|
2023
Q3 | – | Sell |
-9,470
| Closed | -$237K | – | 415 |
|
|
2023
Q2 | $237K | Hold |
9,470
| – | – | 0.02% | 369 |
|
|
2023
Q1 | $266K | Hold |
9,470
| – | – | 0.02% | 353 |
|
|
2022
Q4 | $320K | Hold |
9,470
| – | – | 0.03% | 326 |
|
|
2022
Q3 | $313K | Buy |
9,470
+2,215
| +31% | +$73.2K | 0.03% | 303 |
|
|
2022
Q2 | $219K | Hold |
7,255
| – | – | 0.02% | 366 |
|
|
2022
Q1 | $252K | Buy |
+7,255
| New | +$252K | 0.02% | 358 |
|