EverSource Wealth Advisors’s United Community Banks, Inc. UCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.1K | Buy |
1,951
+1,106
| +131% | +$32.9K | ﹤0.01% | 1514 |
|
|
2025
Q1 | $23.8K | Buy |
845
+93
| +12% | +$2.62K | ﹤0.01% | 1604 |
|
|
2024
Q4 | $24.3K | Sell |
752
-51
| -6% | -$1.65K | ﹤0.01% | 1522 |
|
|
2024
Q3 | $23.4K | Buy |
803
+17
| +2% | +$494 | ﹤0.01% | 1416 |
|
|
2024
Q2 | $24.3K | Buy |
786
+160
| +26% | +$4.95K | ﹤0.01% | 1408 |
|
|
2024
Q1 | $15.8K | Buy |
626
+102
| +19% | +$2.57K | ﹤0.01% | 1477 |
|
|
2023
Q4 | $15.3K | Sell |
524
-44
| -8% | -$1.29K | ﹤0.01% | 1370 |
|
|
2023
Q3 | $14.4K | Buy |
568
+44
| +8% | +$1.12K | ﹤0.01% | 1255 |
|
|
2023
Q2 | $13.1K | Sell |
524
-281
| -35% | -$7.02K | ﹤0.01% | 1324 |
|
|
2023
Q1 | $22.6K | Sell |
805
-317
| -28% | -$8.91K | ﹤0.01% | 1037 |
|
|
2022
Q4 | $37.9K | Sell |
1,122
-1
| -0.1% | -$34 | 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% | +$18.2K | 0.01% | 510 |
|
|
2021
Q4 | $22K | Buy |
+599
| New | +$22K | 0.01% | 649 |
|