GeoWealth Management’s Bankunited BKU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-852	Closed	-$32.5K	–	1142
2024 Q4	$32.5K	Sell	852 -5	-0.6%	-$191	﹤0.01%	1272
2024 Q3	$31.2K	Buy	+857	New	+$31.2K	﹤0.01%	1200