Laurel Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,077
| Closed | -$119K | – | 653 |
|
|
2023
Q4 | $119K | Hold |
4,077
| – | – | 0.02% | 212 |
|
|
2023
Q3 | $104K | Hold |
4,077
| – | – | 0.02% | 216 |
|
|
2023
Q2 | $102K | Hold |
4,077
| – | – | 0.02% | 221 |
|
|
2023
Q1 | $115K | Hold |
4,077
| – | – | 0.02% | 207 |
|
|
2022
Q4 | $138K | Hold |
4,077
| – | – | 0.03% | 180 |
|
|
2022
Q3 | $135K | Hold |
4,077
| – | – | 0.03% | 182 |
|
|
2022
Q2 | $123K | Hold |
4,077
| – | – | 0.03% | 190 |
|
|
2022
Q1 | $142K | Hold |
4,077
| – | – | 0.03% | 193 |
|
|
2021
Q4 | $147K | Buy |
+4,077
| New | +$147K | 0.03% | 187 |
|