Logan Capital Management’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Hold |
4,951
| – | – | 0.01% | 272 |
|
|
2025
Q1 | $149K | Hold |
4,951
| – | – | 0.01% | 293 |
|
|
2024
Q4 | $167K | Hold |
4,951
| – | – | 0.01% | 294 |
|
|
2024
Q3 | $148K | Hold |
4,951
| – | – | 0.01% | 300 |
|
|
2024
Q2 | $101K | Hold |
4,951
| – | – | ﹤0.01% | 313 |
|
|
2024
Q1 | $113K | Hold |
4,951
| – | – | ﹤0.01% | 309 |
|
|
2023
Q4 | $116K | Hold |
4,951
| – | – | 0.01% | 318 |
|
|
2023
Q3 | $80.3K | Hold |
4,951
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $70.6K | Hold |
4,951
| – | – | ﹤0.01% | 326 |
|
|
2023
Q1 | $83.5K | Hold |
4,951
| – | – | ﹤0.01% | 328 |
|
|
2022
Q4 | $97.3K | Hold |
4,951
| – | – | 0.01% | 319 |
|
|
2022
Q3 | $82K | Hold |
4,951
| – | – | ﹤0.01% | 314 |
|
|
2022
Q2 | $93K | Hold |
4,951
| – | – | 0.01% | 314 |
|
|
2022
Q1 | $112K | Hold |
4,951
| – | – | 0.01% | 309 |
|
|
2021
Q4 | $93K | Hold |
4,951
| – | – | ﹤0.01% | 331 |
|
|
2021
Q3 | $92K | Hold |
4,951
| – | – | ﹤0.01% | 324 |
|
|
2021
Q2 | $86K | Hold |
4,951
| – | – | ﹤0.01% | 324 |
|
|
2021
Q1 | $87K | Buy |
+4,951
| New | +$87K | ﹤0.01% | 316 |
|