Ladenburg Thalmann Financial Services’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $461K | Buy |
11,876
+1,423
| +14% | +$55.2K | ﹤0.01% | 1883 |
|
|
2019
Q3 | $396K | Sell |
10,453
-7,747
| -43% | -$293K | ﹤0.01% | 1944 |
|
|
2019
Q2 | $675K | Buy |
18,200
+4,582
| +34% | +$170K | ﹤0.01% | 1512 |
|
|
2019
Q1 | $494K | Buy |
13,618
+964
| +8% | +$35K | ﹤0.01% | 1701 |
|
|
2018
Q4 | $393K | Sell |
12,654
-1,513
| -11% | -$47K | ﹤0.01% | 1718 |
|
|
2018
Q3 | $512K | Sell |
14,167
-867
| -6% | -$31.3K | ﹤0.01% | 1586 |
|
|
2018
Q2 | $529K | Hold |
15,034
| – | – | ﹤0.01% | 1515 |
|
|
2018
Q1 | $529K | Buy |
15,034
+59
| +0.4% | +$2.08K | ﹤0.01% | 1515 |
|
|
2017
Q4 | $521K | Sell |
14,975
-530
| -3% | -$18.4K | 0.01% | 1518 |
|
|
2017
Q3 | $577K | Buy |
15,505
+6,808
| +78% | +$253K | 0.01% | 1362 |
|
|
2017
Q2 | $340K | Buy |
8,697
+1,212
| +16% | +$47.4K | ﹤0.01% | 1657 |
|
|
2017
Q1 | $317K | Buy |
7,485
+36
| +0.5% | +$1.53K | ﹤0.01% | 1606 |
|
|
2016
Q4 | $343K | Sell |
7,449
-3,308
| -31% | -$152K | ﹤0.01% | 1471 |
|
|
2016
Q3 | $406K | Buy |
10,757
+5
| +0% | +$189 | 0.01% | 1315 |
|
|
2016
Q2 | $402K | Sell |
10,752
-1,456
| -12% | -$54.4K | 0.01% | 1262 |
|
|
2016
Q1 | $448K | Sell |
12,208
-361
| -3% | -$13.2K | 0.01% | 1120 |
|
|
2015
Q4 | $465K | Buy |
12,569
+1,854
| +17% | +$68.6K | 0.01% | 1067 |
|
|
2015
Q3 | $404K | Sell |
10,715
-1,907
| -15% | -$71.9K | 0.01% | 1084 |
|
|
2015
Q2 | $508K | Sell |
12,622
-84
| -0.7% | -$3.38K | 0.01% | 1047 |
|
|
2015
Q1 | $478K | Buy |
12,706
+3,018
| +31% | +$114K | 0.01% | 1058 |
|
|
2014
Q4 | $363K | Buy |
9,688
+8,416
| +662% | +$315K | 0.01% | 1085 |
|
|
2014
Q3 | $39K | Buy |
1,272
+173
| +16% | +$5.3K | ﹤0.01% | 2198 |
|
|
2014
Q2 | $36K | Buy |
1,099
+141
| +15% | +$4.62K | ﹤0.01% | 2253 |
|
|
2014
Q1 | $29K | Buy |
958
+2
| +0.2% | +$61 | ﹤0.01% | 2332 |
|
|
2013
Q4 | $30K | Buy |
956
+75
| +9% | +$2.35K | ﹤0.01% | 2273 |
|
|
2013
Q3 | $26K | Hold |
881
| – | – | ﹤0.01% | 2277 |
|
|
2013
Q2 | $23K | Buy |
+881
| New | +$23K | ﹤0.01% | 2252 |
|