Fourthstone LLC’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Buy |
+95,617
| New | +$2.97M | 0.58% | 46 |
|
|
2025
Q1 | – | Sell |
-278,788
| Closed | -$9.4M | – | 81 |
|
|
2024
Q4 | $9.4M | Sell |
278,788
-162,355
| -37% | -$5.47M | 1.84% | 17 |
|
|
2024
Q3 | $13.2M | Buy |
441,143
+101,915
| +30% | +$3.04M | 2.93% | 11 |
|
|
2024
Q2 | $6.93M | Buy |
339,228
+119,176
| +54% | +$2.43M | 2.21% | 16 |
|
|
2024
Q1 | $5.04M | Buy |
220,052
+63,679
| +41% | +$1.46M | 1.64% | 20 |
|
|
2023
Q4 | $3.68M | Buy |
156,373
+62,523
| +67% | +$1.47M | 0.74% | 34 |
|
|
2023
Q3 | $1.52M | Buy |
+93,850
| New | +$1.52M | 0.35% | 54 |
|
|
2020
Q1 | – | Sell |
-69,489
| Closed | -$1.67M | – | 57 |
|
|
2019
Q4 | $1.67M | Buy |
+69,489
| New | +$1.67M | 1.56% | 18 |
|