Janney Montgomery Scott’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-49,123
| Closed | -$1.85M | – | 2876 |
|
|
2024
Q4 | $1.85M | Sell |
49,123
-97
| -0.2% | -$3.64K | 0.01% | 1191 |
|
|
2024
Q3 | $1.83M | Sell |
49,220
-474
| -1% | -$17.6K | 0.01% | 1188 |
|
|
2024
Q2 | $1.61M | Buy |
49,694
+14,791
| +42% | +$480K | ﹤0.01% | 1195 |
|
|
2024
Q1 | $1.25M | Sell |
34,903
-4,724
| -12% | -$169K | ﹤0.01% | 1402 |
|
|
2023
Q4 | $1.49M | Sell |
39,627
-813
| -2% | -$30.5K | ﹤0.01% | 1243 |
|
|
2023
Q3 | $1.12M | Sell |
40,440
-12,403
| -23% | -$342K | ﹤0.01% | 1294 |
|
|
2023
Q2 | $1.57M | Sell |
52,843
-4,943
| -9% | -$147K | 0.01% | 1194 |
|
|
2023
Q1 | $2.03M | Sell |
57,786
-840
| -1% | -$29.6K | 0.01% | 971 |
|
|
2022
Q4 | $2.37M | Buy |
58,626
+5,853
| +11% | +$237K | 0.01% | 948 |
|
|
2022
Q3 | $1.89M | Sell |
52,773
-7,342
| -12% | -$263K | 0.01% | 989 |
|
|
2022
Q2 | $2.12M | Buy |
60,115
+3,771
| +7% | +$133K | 0.01% | 906 |
|
|
2022
Q1 | $1.97M | Buy |
56,344
+4,273
| +8% | +$149K | 0.01% | 927 |
|
|
2021
Q4 | $1.89M | Buy |
52,071
+972
| +2% | +$35.3K | 0.01% | 1008 |
|
|
2021
Q3 | $1.86M | Buy |
51,099
+1,446
| +3% | +$52.6K | 0.01% | 984 |
|
|
2021
Q2 | $1.81M | Sell |
49,653
-7,263
| -13% | -$265K | 0.01% | 981 |
|
|
2021
Q1 | $2.2M | Sell |
56,916
-566
| -1% | -$21.8K | 0.01% | 849 |
|
|
2020
Q4 | $1.86M | Buy |
57,482
+959
| +2% | +$31.1K | 0.01% | 912 |
|
|
2020
Q3 | $1.21M | Sell |
56,523
-1,524
| -3% | -$32.7K | 0.01% | 1010 |
|
|
2020
Q2 | $1.61M | Buy |
58,047
+7,446
| +15% | +$206K | 0.01% | 848 |
|
|
2020
Q1 | $1.17M | Sell |
50,601
-69,190
| -58% | -$1.6M | 0.01% | 886 |
|
|
2019
Q4 | $4.63M | Sell |
119,791
-6,282
| -5% | -$243K | 0.03% | 490 |
|
|
2019
Q3 | $4.77M | Buy |
126,073
+4,630
| +4% | +$175K | 0.03% | 452 |
|
|
2019
Q2 | $4.5M | Sell |
121,443
-12,458
| -9% | -$462K | 0.03% | 459 |
|
|
2019
Q1 | $4.85M | Sell |
133,901
-12,305
| -8% | -$446K | 0.04% | 412 |
|
|
2018
Q4 | $4.55M | Sell |
146,206
-222
| -0.2% | -$6.91K | 0.04% | 385 |
|
|
2018
Q3 | $5.32M | Sell |
146,428
-4,600
| -3% | -$167K | 0.05% | 385 |
|
|
2018
Q2 | $5.5M | Buy |
151,028
+636
| +0.4% | +$23.1K | 0.05% | 357 |
|
|
2018
Q1 | $5.3M | Buy |
150,392
+70,813
| +89% | +$2.5M | 0.05% | 354 |
|
|
2017
Q4 | $2.77M | Buy |
79,579
+154
| +0.2% | +$5.35K | 0.03% | 529 |
|
|
2017
Q3 | $2.95M | Buy |
79,425
+54
| +0.1% | +$2.01K | 0.03% | 474 |
|
|
2017
Q2 | $3.11M | Buy |
79,371
+1,028
| +1% | +$40.3K | 0.04% | 430 |
|
|
2017
Q1 | $3.31M | Sell |
78,343
-295
| -0.4% | -$12.5K | 0.04% | 393 |
|
|
2016
Q4 | $3.64M | Buy |
78,638
+728
| +0.9% | +$33.7K | 0.05% | 332 |
|
|
2016
Q3 | $2.94M | Sell |
77,910
-77,910
| -50% | -$2.94M | 0.05% | 346 |
|
|
2016
Q2 | $5.84M | Buy |
155,820
+75,810
| +95% | +$2.84M | 0.12% | 157 |
|
|
2016
Q1 | $2.94M | Hold |
80,010
| – | – | 0.08% | 255 |
|
|
2015
Q4 | $2.96M | Sell |
80,010
-1,570
| -2% | -$58.1K | 0.08% | 269 |
|
|
2015
Q3 | $3.1M | Sell |
81,580
-2,500
| -3% | -$95K | 0.09% | 258 |
|
|
2015
Q2 | $3.38M | Buy |
84,080
+14,166
| +20% | +$570K | 0.07% | 334 |
|
|
2015
Q1 | $2.63M | Buy |
69,914
+38,165
| +120% | +$1.43M | 0.05% | 462 |
|
|
2014
Q4 | $1.19M | Hold |
31,749
| – | – | 0.02% | 782 |
|
|
2014
Q3 | $982K | Sell |
31,749
-1,580
| -5% | -$48.9K | 0.02% | 851 |
|
|
2014
Q2 | $1.08M | Buy |
33,329
+1,584
| +5% | +$51.2K | 0.02% | 785 |
|
|
2014
Q1 | $972K | Buy |
31,745
+21,068
| +197% | +$645K | 0.02% | 767 |
|
|
2013
Q4 | $336K | Buy |
10,677
+2,035
| +24% | +$64K | 0.01% | 1358 |
|
|
2013
Q3 | $250K | Buy |
+8,642
| New | +$250K | 0.01% | 1472 |
|