Jackson Creek Investment Advisors’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 | $392K | Buy |
+10,765
| New | +$392K | 0.11% | 265 |
|
2024
Q2 | – | Sell |
-31,032
| Closed | -$1.11M | – | 357 |
|
2024
Q1 | $1.11M | Sell |
31,032
-74
| -0.2% | -$2.65K | 0.4% | 99 |
|
2023
Q4 | $1.17M | Buy |
+31,106
| New | +$1.17M | 0.45% | 53 |
|
2021
Q3 | – | Sell |
-28,406
| Closed | -$1.04M | – | 344 |
|
2021
Q2 | $1.04M | Sell |
28,406
-2,443
| -8% | -$89.2K | 0.39% | 126 |
|
2021
Q1 | $1.19M | Sell |
30,849
-915
| -3% | -$35.3K | 0.41% | 87 |
|
2020
Q4 | $1.03M | Buy |
+31,764
| New | +$1.03M | 0.4% | 98 |
|