Guggenheim Capital’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
74,946
+7,465
| +11% | +$272K | 0.02% | 561 |
|
|
2025
Q1 | $2.34M | Buy |
67,481
+5,981
| +10% | +$207K | 0.02% | 601 |
|
|
2024
Q4 | $2.31M | Sell |
61,500
-9,794
| -14% | -$368K | 0.02% | 604 |
|
|
2024
Q3 | $2.65M | Sell |
71,294
-5,574
| -7% | -$207K | 0.02% | 728 |
|
|
2024
Q2 | $2.49M | Buy |
76,868
+9,591
| +14% | +$311K | 0.02% | 736 |
|
|
2024
Q1 | $2.41M | Buy |
67,277
+20,464
| +44% | +$732K | 0.02% | 822 |
|
|
2023
Q4 | $1.76M | Sell |
46,813
-75,930
| -62% | -$2.85M | 0.01% | 897 |
|
|
2023
Q3 | $3.39M | Sell |
122,743
-1,207
| -1% | -$33.3K | 0.03% | 619 |
|
|
2023
Q2 | $3.68M | Buy |
123,950
+8,214
| +7% | +$244K | 0.03% | 633 |
|
|
2023
Q1 | $4.07M | Buy |
115,736
+26,626
| +30% | +$937K | 0.03% | 593 |
|
|
2022
Q4 | $3.61M | Buy |
89,110
+80,609
| +948% | +$3.26M | 0.03% | 637 |
|
|
2022
Q3 | $304K | Sell |
8,501
-9,154
| -52% | -$327K | ﹤0.01% | 1653 |
|
|
2022
Q2 | $619K | Sell |
17,655
-31,089
| -64% | -$1.09M | ﹤0.01% | 1461 |
|
|
2022
Q1 | $1.7M | Buy |
48,744
+2,333
| +5% | +$81.4K | 0.01% | 1093 |
|
|
2021
Q4 | $1.68M | Buy |
46,411
+12,195
| +36% | +$442K | 0.01% | 1139 |
|
|
2021
Q3 | $1.25M | Sell |
34,216
-36,388
| -52% | -$1.32M | 0.01% | 1306 |
|
|
2021
Q2 | $2.58M | Sell |
70,604
-4,370
| -6% | -$160K | 0.02% | 952 |
|
|
2021
Q1 | $2.89M | Buy |
74,974
+16,891
| +29% | +$652K | 0.02% | 841 |
|
|
2020
Q4 | $1.88M | Buy |
58,083
+19,996
| +53% | +$648K | 0.01% | 995 |
|
|
2020
Q3 | $818K | Buy |
38,087
+3,101
| +9% | +$66.6K | 0.01% | 1286 |
|
|
2020
Q2 | $967K | Buy |
34,986
+290
| +0.8% | +$8.02K | 0.01% | 1209 |
|
|
2020
Q1 | $801K | Buy |
34,696
+2,633
| +8% | +$60.8K | 0.01% | 1184 |
|
|
2019
Q4 | $1.24M | Buy |
32,063
+1,345
| +4% | +$52K | 0.01% | 1251 |
|
|
2019
Q3 | $1.16M | Buy |
30,718
+9,145
| +42% | +$346K | 0.01% | 1256 |
|
|
2019
Q2 | $800K | Sell |
21,573
-2,542
| -11% | -$94.3K | 0.01% | 1451 |
|
|
2019
Q1 | $874K | Sell |
24,115
-48,430
| -67% | -$1.76M | 0.01% | 1446 |
|
|
2018
Q4 | $2.26M | Sell |
72,545
-14,753
| -17% | -$459K | 0.02% | 980 |
|
|
2018
Q3 | $3.17M | Buy |
87,298
+8,327
| +11% | +$303K | 0.02% | 982 |
|
|
2018
Q2 | $2.88M | Sell |
78,971
-46,785
| -37% | -$1.7M | 0.02% | 1029 |
|
|
2018
Q1 | $4.43M | Buy |
125,756
+9,040
| +8% | +$319K | 0.01% | 1085 |
|
|
2017
Q4 | $4.06M | Buy |
116,716
+14,807
| +15% | +$515K | 0.01% | 1152 |
|
|
2017
Q3 | $3.79M | Sell |
101,909
-37,033
| -27% | -$1.38M | 0.01% | 1222 |
|
|
2017
Q2 | $5.45M | Buy |
138,942
+60,735
| +78% | +$2.38M | 0.01% | 969 |
|
|
2017
Q1 | $3.3M | Buy |
78,207
+40,525
| +108% | +$1.71M | 0.01% | 1281 |
|
|
2016
Q4 | $1.74M | Buy |
37,682
+7,206
| +24% | +$333K | 0.01% | 1788 |
|
|
2016
Q3 | $1.15M | Sell |
30,476
-3,531
| -10% | -$133K | ﹤0.01% | 2007 |
|
|
2016
Q2 | $1.28M | Sell |
34,007
-35,459
| -51% | -$1.33M | ﹤0.01% | 1868 |
|
|
2016
Q1 | $2.55M | Buy |
69,466
+42,534
| +158% | +$1.56M | 0.01% | 1408 |
|
|
2015
Q4 | $996K | Buy |
26,932
+18,048
| +203% | +$667K | ﹤0.01% | 2108 |
|
|
2015
Q3 | $338K | Sell |
8,884
-5,940
| -40% | -$226K | ﹤0.01% | 2549 |
|
|
2015
Q2 | $596K | Buy |
14,824
+2,460
| +20% | +$98.9K | ﹤0.01% | 2472 |
|
|
2015
Q1 | $465K | Buy |
12,364
+2,925
| +31% | +$110K | ﹤0.01% | 2552 |
|
|
2014
Q4 | $353K | Buy |
9,439
+2,438
| +35% | +$91.2K | ﹤0.01% | 2630 |
|
|
2014
Q3 | $217K | Buy |
7,001
+74
| +1% | +$2.29K | ﹤0.01% | 2768 |
|
|
2014
Q2 | $224K | Sell |
6,927
-12,184
| -64% | -$394K | ﹤0.01% | 2821 |
|
|
2014
Q1 | $585K | Sell |
19,111
-1,509
| -7% | -$46.2K | ﹤0.01% | 2481 |
|
|
2013
Q4 | $648K | Sell |
20,620
-5,085
| -20% | -$160K | ﹤0.01% | 2389 |
|
|
2013
Q3 | $744K | Sell |
25,705
-1,263
| -5% | -$36.6K | ﹤0.01% | 2187 |
|
|
2013
Q2 | $712K | Buy |
+26,968
| New | +$712K | ﹤0.01% | 2183 |
|