FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $132K | Sell |
4,523
-46
| -1% | -$1.34K | 0.02% | 375 |
|
|
2024
Q2 | $116K | Buy |
4,569
+46
| +1% | +$1.17K | 0.02% | 374 |
|
|
2024
Q1 | $119K | Buy |
4,523
+30
| +0.7% | +$790 | 0.02% | 358 |
|
|
2023
Q4 | $131K | Buy |
4,493
+500
| +13% | +$14.6K | 0.03% | 325 |
|
|
2023
Q3 | $101K | Sell |
3,993
-25
| -0.6% | -$635 | 0.02% | 336 |
|
|
2023
Q2 | $136K | Hold |
4,018
| – | – | 0.03% | 310 |
|
|
2023
Q1 | $136K | Hold |
4,018
| – | – | 0.03% | 309 |
|
|
2022
Q4 | $136K | Sell |
4,018
-261
| -6% | -$8.82K | 0.03% | 308 |
|
|
2022
Q3 | $157K | Buy |
4,279
+9
| +0.2% | +$330 | 0.04% | 297 |
|
|
2022
Q2 | $137K | Buy |
4,270
+483
| +13% | +$15.5K | 0.03% | 325 |
|
|
2022
Q1 | $131K | Buy |
3,787
+71
| +2% | +$2.46K | 0.03% | 362 |
|
|
2021
Q4 | $134K | Buy |
3,716
+200
| +6% | +$7.21K | 0.03% | 363 |
|
|
2021
Q3 | $115K | Hold |
3,516
| – | – | 0.03% | 381 |
|
|
2021
Q2 | $113K | Sell |
3,516
-14
| -0.4% | -$450 | 0.03% | 388 |
|
|
2021
Q1 | $120K | Sell |
3,530
-13
| -0.4% | -$442 | 0.03% | 370 |
|
|
2020
Q4 | $101K | Hold |
3,543
| – | – | 0.03% | 382 |
|
|
2020
Q3 | $60 | Buy |
3,543
+462
| +15% | +$8 | 0.01% | 448 |
|
|
2020
Q2 | $62K | Sell |
3,081
-6,052
| -66% | -$122K | 0.02% | 430 |
|
|
2020
Q1 | $167K | Buy |
9,133
+2,426
| +36% | +$44.4K | 0.08% | 202 |
|
|
2019
Q4 | $207K | Hold |
6,707
| – | – | 0.08% | 205 |
|
|
2019
Q3 | $190K | Buy |
6,707
+3,116
| +87% | +$88.3K | 0.06% | 208 |
|
|
2019
Q2 | $103K | Buy |
3,591
+240
| +7% | +$6.88K | 0.04% | 284 |
|
|
2019
Q1 | $83K | Sell |
3,351
-2,214
| -40% | -$54.8K | 0.03% | 301 |
|
|
2018
Q4 | $119K | Buy |
+5,565
| New | +$119K | 0.06% | 242 |
|