Key Financial Inc’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 | $66.7K | Hold |
1,830
| – | – | 0.01% | 444 |
|
|
2025
Q1 | $63.4K | Hold |
1,830
| – | – | 0.01% | 437 |
|
|
2024
Q4 | $68.7K | Hold |
1,830
| – | – | 0.02% | 427 |
|
|
2024
Q3 | $67.9K | Hold |
1,830
| – | – | 0.02% | 421 |
|
|
2024
Q2 | $59.4K | Hold |
1,830
| – | – | 0.01% | 434 |
|
|
2024
Q1 | $65.5K | Hold |
1,830
| – | – | 0.02% | 391 |
|
|
2023
Q4 | $68.7K | Hold |
1,830
| – | – | 0.02% | 372 |
|
|
2023
Q3 | $50.5K | Buy |
1,830
+1,611
| +736% | +$44.4K | 0.02% | 409 |
|
|
2023
Q2 | $6.5K | Hold |
219
| – | – | ﹤0.01% | 841 |
|
|
2023
Q1 | $7.71K | Sell |
219
-31
| -12% | -$1.09K | ﹤0.01% | 730 |
|
|
2022
Q4 | $8.94K | Hold |
250
| – | – | ﹤0.01% | 651 |
|
|
2022
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 663 |
|
|
2022
Q2 | $9K | Hold |
250
| – | – | ﹤0.01% | 666 |
|
|
2022
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 675 |
|
|
2021
Q4 | $9K | Hold |
250
| – | – | ﹤0.01% | 618 |
|
|
2021
Q3 | $9K | Hold |
250
| – | – | 0.01% | 610 |
|
|
2021
Q2 | $9K | Hold |
250
| – | – | 0.01% | 600 |
|
|
2021
Q1 | $10K | Hold |
250
| – | – | 0.01% | 492 |
|
|
2020
Q4 | $8K | Buy |
+250
| New | +$8K | 0.01% | 495 |
|
|
2020
Q2 | – | Sell |
-250
| Closed | -$6K | – | 588 |
|
|
2020
Q1 | $6K | Buy |
+250
| New | +$6K | 0.01% | 496 |
|