JFS Wealth Advisors’s United Community Banks, Inc. UCB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.8K | Buy |
94
+14
| +18% | +$417 | ﹤0.01% | 1295 |
|
2025
Q1 | $2.25K | Hold |
80
| – | – | ﹤0.01% | 1428 |
|
2024
Q4 | $2.59K | Buy |
80
+10
| +14% | +$323 | ﹤0.01% | 1375 |
|
2024
Q3 | $2.04K | Buy |
70
+2
| +3% | +$58 | ﹤0.01% | 1482 |
|
2024
Q2 | $1.73K | Hold |
68
| – | – | ﹤0.01% | 1494 |
|
2024
Q1 | $1.79K | Hold |
68
| – | – | ﹤0.01% | 1485 |
|
2023
Q4 | $1.99K | Buy |
68
+26
| +62% | +$761 | ﹤0.01% | 1441 |
|
2023
Q3 | $1.07K | Sell |
42
-4
| -9% | -$102 | ﹤0.01% | 1579 |
|
2023
Q2 | $1.15K | Buy |
46
+34
| +283% | +$850 | ﹤0.01% | 1562 |
|
2023
Q1 | $338 | Sell |
12
-68
| -85% | -$1.92K | ﹤0.01% | 1767 |
|
2022
Q4 | $2.7K | Buy |
80
+5
| +7% | +$169 | ﹤0.01% | 1250 |
|
2022
Q3 | $2K | Buy |
75
+42
| +127% | +$1.12K | ﹤0.01% | 1433 |
|
2022
Q2 | $1K | Sell |
33
-19
| -37% | -$576 | ﹤0.01% | 1688 |
|
2022
Q1 | $2K | Buy |
52
+29
| +126% | +$1.12K | ﹤0.01% | 1528 |
|
2021
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1628 |
|