JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8K | Buy |
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|
2025
Q1 | $2.25K | Hold |
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|
2024
Q4 | $2.58K | Buy |
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|
2024
Q3 | $2.04K | Buy |
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|
2024
Q2 | $1.73K | Hold |
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|
2024
Q1 | $1.79K | Hold |
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|
2023
Q4 | $1.99K | Buy |
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|
2023
Q3 | $1.07K | Sell |
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|
2023
Q2 | $1.15K | Buy |
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|
2023
Q1 | $338 | Sell |
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|
2022
Q4 | $2.7K | Buy |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q4 | $1K | Buy |
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