Kestra Advisory Services’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 | $1.29M | Buy |
35,332
+6,584
| +23% | +$240K | 0.01% | 1328 |
|
|
2025
Q1 | $997K | Buy |
28,748
+21,261
| +284% | +$737K | ﹤0.01% | 1398 |
|
|
2024
Q4 | $281K | Sell |
7,487
-2,542
| -25% | -$95.5K | ﹤0.01% | 2258 |
|
|
2024
Q3 | $372K | Buy |
10,029
+2,468
| +33% | +$91.6K | ﹤0.01% | 1953 |
|
|
2024
Q2 | $245K | Sell |
7,561
-1,912
| -20% | -$62K | ﹤0.01% | 2258 |
|
|
2024
Q1 | $339K | Sell |
9,473
-823
| -8% | -$29.5K | ﹤0.01% | 1920 |
|
|
2023
Q4 | $387K | Sell |
10,296
-1,447
| -12% | -$54.3K | ﹤0.01% | 1687 |
|
|
2023
Q3 | $324K | Sell |
11,743
-418
| -3% | -$11.5K | ﹤0.01% | 1612 |
|
|
2023
Q2 | $361K | Buy |
12,161
+4,584
| +60% | +$136K | ﹤0.01% | 1492 |
|
|
2023
Q1 | $267K | Sell |
7,577
-3,828
| -34% | -$135K | ﹤0.01% | 1643 |
|
|
2022
Q4 | $462K | Buy |
+11,405
| New | +$462K | ﹤0.01% | 1458 |
|