EverSource Wealth Advisors’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	$64.6K	Buy	2,052 +72	+4%	+$2.37K	﹤0.01%	1712
2025 Q4	$61.8K	Sell	1,980 -93	-4%	-$2.87K	﹤0.01%	1614
2025 Q3	$65K	Buy	2,073 +122	+6%	+$3.86K	﹤0.01%	1517
2025 Q2	$58.1K	Buy	1,951 +1,106	+131%	+$30.7K	﹤0.01%	1521
2025 Q1	$23.8K	Buy	845 +93	+12%	+$2.91K	﹤0.01%	1606
2024 Q4	$24.3K	Sell	752 -51	-6%	-$1.59K	﹤0.01%	1522
2024 Q3	$23.4K	Buy	803 +17	+2%	+$488	﹤0.01%	1416
2024 Q2	$24.3K	Buy	786 +160	+26%	+$4.08K	﹤0.01%	1408
2024 Q1	$15.8K	Buy	626 +102	+19%	+$2.75K	﹤0.01%	1477
2023 Q4	$15.3K	Sell	524 -44	-8%	-$1.12K	﹤0.01%	1370
2023 Q3	$14.4K	Buy	568 +44	+8%	+$1.19K	﹤0.01%	1255
2023 Q2	$13.1K	Sell	524 -281	-35%	-$6.97K	﹤0.01%	1324
2023 Q1	$22.6K	Sell	805 -317	-28%	-$10K	﹤0.01%	1038
2022 Q4	$37.9K	Sell	1,122 -1	-0.1%	-$36	0.01%	862
2022 Q3	$37K	Hold	1,123	–	–	0.01%	723
2022 Q2	$34K	Hold	1,123	–	–	0.01%	697
2022 Q1	$39K	Buy	1,123 +524	+87%	+$19.3K	0.01%	510
2021 Q4	$22K	Buy	+599	New	+$20.9K	0.01%	649