LGT Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-665
| Closed | -$21.5K | – | 746 |
|
2024
Q4 | $21.5K | Hold |
665
| – | – | 0.05% | 299 |
|
2024
Q3 | $19.3K | Hold |
665
| – | – | 0.05% | 291 |
|
2024
Q2 | $16.9K | Hold |
665
| – | – | 0.04% | 349 |
|
2024
Q1 | $17.5K | Hold |
665
| – | – | 0.02% | 383 |
|
2023
Q4 | $19.5K | Hold |
665
| – | – | 0.02% | 359 |
|
2023
Q3 | $16.9K | Buy |
+665
| New | +$16.9K | 0.02% | 381 |
|