Logan Capital Management’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Hold |
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|
2025
Q1 | $149K | Hold |
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|
2024
Q4 | $167K | Hold |
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|
2024
Q3 | $148K | Hold |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $113K | Hold |
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|
2023
Q4 | $116K | Hold |
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|
2023
Q3 | $80.3K | Hold |
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|
2023
Q2 | $70.6K | Hold |
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|
2023
Q1 | $83.5K | Hold |
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|
2022
Q4 | $97.3K | Hold |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $93K | Hold |
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|
2022
Q1 | $112K | Hold |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $92K | Hold |
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|
2021
Q2 | $86K | Hold |
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|
2021
Q1 | $87K | Buy |
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