IFP Advisors’s United Community Banks UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.53K | Hold |
112
| – | – | ﹤0.01% | 3728 |
|
|
2025
Q4 | $3.5K | Sell |
112
-65
| -37% | -$2.01K | ﹤0.01% | 3599 |
|
|
2025
Q3 | $5.55K | Buy |
+177
| New | +$5.6K | ﹤0.01% | 3198 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2730 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3452 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3370 |
|
|
2023
Q1 | – | Sell |
-1,704
| Closed | -$59K | – | 4492 |
|
|
2022
Q4 | $59K | Buy |
1,704
+450
| +36% | +$16.3K | ﹤0.01% | 2130 |
|
|
2022
Q3 | $61K | Buy |
1,254
+151
| +14% | +$5.02K | ﹤0.01% | 2222 |
|
|
2022
Q2 | $56K | Hold |
1,103
| – | – | ﹤0.01% | 2090 |
|
|
2022
Q1 | $56K | Buy |
+1,103
| New | +$40.6K | ﹤0.01% | 2090 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4765 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4540 |
|
|
2021
Q1 | – | Sell |
-330
| Closed | -$10.8K | – | 4419 |
|
|
2020
Q4 | $9K | Hold |
330
| – | – | ﹤0.01% | 2124 |
|
|
2020
Q3 | $6K | Buy |
+330
| New | +$5.94K | ﹤0.01% | 2132 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3865 |
|
|
2020
Q1 | – | Sell |
-111
| Closed | -$2.87K | – | 3780 |
|
|
2019
Q4 | $3K | Sell |
111
-575
| -84% | -$17.4K | ﹤0.01% | 2418 |
|
|
2019
Q3 | $19K | Buy |
+686
| New | +$18.8K | ﹤0.01% | 1797 |
|
|
2019
Q1 | $5K | Sell |
186
-696
| -79% | -$18.1K | ﹤0.01% | 1888 |
|
|
2018
Q4 | $19K | Sell |
882
-188
| -18% | -$4.64K | ﹤0.01% | 2180 |
|
|
2018
Q3 | $30K | Buy |
1,070
+14
| +1% | +$424 | ﹤0.01% | 2218 |
|
|
2018
Q2 | $32K | Buy |
1,056
+183
| +21% | +$5.96K | ﹤0.01% | 2186 |
|
|
2018
Q1 | $25K | Hold |
873
| – | – | ﹤0.01% | 2256 |
|
|
2017
Q4 | $25K | Sell |
873
-114
| -12% | -$3.18K | ﹤0.01% | 2286 |
|
|
2017
Q3 | $28K | Sell |
987
-46
| -4% | -$1.24K | ﹤0.01% | 2392 |
|
|
2017
Q2 | $29K | Buy |
1,033
+47
| +5% | +$1.27K | ﹤0.01% | 2351 |
|
|
2017
Q1 | $27K | Sell |
986
-9
| -0.9% | -$256 | ﹤0.01% | 2315 |
|
|
2016
Q4 | $29K | Buy |
995
+477
| +92% | +$11.9K | ﹤0.01% | 2233 |
|
|
2016
Q3 | $11K | Buy |
518
+188
| +57% | +$3.73K | ﹤0.01% | 2785 |
|
|
2016
Q2 | $6K | Buy |
330
+144
| +77% | +$2.78K | ﹤0.01% | 3065 |
|
|
2016
Q1 | $5K | Sell |
186
-143
| -43% | -$2.54K | ﹤0.01% | 1884 |
|
|
2015
Q4 | $6K | Buy |
+329
| New | +$6.68K | ﹤0.01% | 2892 |
|
Other funds holding UCB
VPM
VCM
