Everence Capital Management’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 |
7,250
| – | – | 0.01% | 727 |
|
|
2025
Q1 | $204K | Hold |
7,250
| – | – | 0.01% | 738 |
|
|
2024
Q4 | $234K | Sell |
7,250
-4,810
| -40% | -$155K | 0.02% | 709 |
|
|
2024
Q3 | $351K | Sell |
12,060
-2,270
| -16% | -$66.1K | 0.02% | 529 |
|
|
2024
Q2 | $362 | Hold |
14,330
| – | – | 0.03% | 481 |
|
|
2024
Q1 | $377 | Sell |
14,330
-4,180
| -23% | -$110 | 0.02% | 499 |
|
|
2023
Q4 | $542K | Hold |
18,510
| – | – | 0.04% | 372 |
|
|
2023
Q3 | $470 | Hold |
18,510
| – | – | 0.04% | 403 |
|
|
2023
Q2 | $419K | Hold |
18,510
| – | – | 0.03% | 405 |
|
|
2023
Q1 | $521 | Hold |
18,510
| – | – | 0.04% | 348 |
|
|
2022
Q4 | $626 | Buy |
18,510
+3,220
| +21% | +$109 | 0.05% | 307 |
|
|
2022
Q3 | $506K | Hold |
15,290
| – | – | 0.05% | 344 |
|
|
2022
Q2 | $462K | Hold |
15,290
| – | – | 0.04% | 367 |
|
|
2022
Q1 | $532K | Buy |
15,290
+3,230
| +27% | +$112K | 0.04% | 373 |
|
|
2021
Q4 | $433K | Hold |
12,060
| – | – | 0.03% | 469 |
|
|
2021
Q3 | $396K | Hold |
12,060
| – | – | 0.03% | 473 |
|
|
2021
Q2 | $386K | Hold |
12,060
| – | – | 0.03% | 481 |
|
|
2021
Q1 | $411K | Hold |
12,060
| – | – | 0.04% | 435 |
|
|
2020
Q4 | $343K | Hold |
12,060
| – | – | 0.03% | 463 |
|
|
2020
Q3 | $204K | Hold |
12,060
| – | – | 0.02% | 579 |
|
|
2020
Q2 | $236K | Hold |
12,060
| – | – | 0.03% | 532 |
|
|
2020
Q1 | $221K | Buy |
12,060
+3,060
| +34% | +$56.1K | 0.03% | 479 |
|
|
2019
Q4 | $278K | Hold |
9,000
| – | – | 0.04% | 499 |
|
|
2019
Q3 | $255K | Hold |
9,000
| – | – | 0.04% | 489 |
|
|
2019
Q2 | $257K | Hold |
9,000
| – | – | 0.04% | 468 |
|
|
2019
Q1 | $224K | Buy |
+9,000
| New | +$224K | 0.04% | 510 |
|