Koss-Olinger Consulting’s United Bancorp UBCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Hold |
23,338
| – | – | 0.03% | 252 |
|
|
2025
Q1 | $313K | Hold |
23,338
| – | – | 0.03% | 253 |
|
|
2024
Q4 | $303K | Hold |
23,338
| – | – | 0.03% | 156 |
|
|
2024
Q3 | $306K | Hold |
23,338
| – | – | 0.03% | 222 |
|
|
2024
Q2 | $293K | Buy |
+23,338
| New | +$293K | 0.03% | 214 |
|
|
2024
Q1 | – | Sell |
-23,338
| Closed | -$300K | – | 295 |
|
|
2023
Q4 | $300K | Hold |
23,338
| – | – | 0.03% | 238 |
|
|
2023
Q3 | $270K | Hold |
23,338
| – | – | 0.04% | 206 |
|
|
2023
Q2 | $279K | Buy |
23,338
+312
| +1% | +$3.73K | 0.03% | 195 |
|
|
2023
Q1 | $334K | Buy |
23,026
+256
| +1% | +$3.71K | 0.04% | 165 |
|
|
2022
Q4 | $335K | Buy |
22,770
+229
| +1% | +$3.37K | 0.05% | 152 |
|
|
2022
Q3 | $362K | Buy |
22,541
+207
| +0.9% | +$3.32K | 0.06% | 123 |
|
|
2022
Q2 | $366K | Buy |
22,334
+210
| +0.9% | +$3.44K | 0.07% | 110 |
|
|
2022
Q1 | $403K | Buy |
22,124
+197
| +0.9% | +$3.59K | 0.06% | 122 |
|
|
2021
Q4 | $365K | Buy |
21,927
+204
| +0.9% | +$3.4K | 0.06% | 140 |
|
|
2021
Q3 | $311K | Buy |
21,723
+207
| +1% | +$2.96K | 0.05% | 167 |
|
|
2021
Q2 | $307K | Buy |
21,516
+203
| +1% | +$2.9K | 0.05% | 183 |
|
|
2021
Q1 | $305K | Buy |
+21,313
| New | +$305K | 0.05% | 169 |
|