Founders Financial Alliance’s United Bancorp UBCP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $486K | Sell |
33,492
-2,217
| -6% | -$32.1K | 0.11% | 179 |
|
2025
Q1 | $479K | Sell |
35,709
-933
| -3% | -$12.5K | 0.12% | 183 |
|
2024
Q4 | $476K | Buy |
36,642
+3,633
| +11% | +$47.2K | 0.13% | 150 |
|
2024
Q3 | $433K | Sell |
33,009
-4,509
| -12% | -$59.2K | 0.12% | 162 |
|
2024
Q2 | $471K | Buy |
37,518
+24
| +0.1% | +$301 | 0.14% | 143 |
|
2024
Q1 | $543K | Buy |
37,494
+5,441
| +17% | +$78.7K | 0.16% | 126 |
|
2023
Q4 | $412K | Buy |
32,053
+6,622
| +26% | +$85K | 0.16% | 137 |
|
2023
Q3 | $294K | Buy |
25,431
+23
| +0.1% | +$266 | 0.13% | 172 |
|
2023
Q2 | $304K | Buy |
25,408
+4,020
| +19% | +$48.1K | 0.12% | 185 |
|
2023
Q1 | $310K | Buy |
21,388
+2,902
| +16% | +$42.1K | 0.15% | 145 |
|
2022
Q4 | $272K | Buy |
18,486
+762
| +4% | +$11.2K | 0.12% | 176 |
|
2022
Q3 | $285K | Buy |
17,724
+6,011
| +51% | +$96.7K | 0.15% | 155 |
|
2022
Q2 | $192K | Buy |
11,713
+211
| +2% | +$3.46K | 0.1% | 210 |
|
2022
Q1 | $209K | Buy |
11,502
+120
| +1% | +$2.18K | 0.09% | 205 |
|
2021
Q4 | $190K | Buy |
11,382
+11
| +0.1% | +$184 | 0.08% | 248 |
|
2021
Q3 | $163K | Buy |
11,371
+11
| +0.1% | +$158 | 0.08% | 241 |
|
2021
Q2 | $161K | Buy |
11,360
+10
| +0.1% | +$142 | 0.07% | 256 |
|
2021
Q1 | $168K | Buy |
11,350
+18
| +0.2% | +$266 | 0.08% | 236 |
|
2020
Q4 | $150K | Buy |
11,332
+2,012
| +22% | +$26.6K | 0.08% | 218 |
|
2020
Q3 | $116K | Buy |
+9,320
| New | +$116K | 0.07% | 234 |
|