LPL Financial’s Itaú Unibanco ITUB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.43M | Buy |
357,875
+10,401
| +3% | +$70.6K | ﹤0.01% | 2927 |
|
2025
Q1 | $1.91M | Sell |
347,474
-63,083
| -15% | -$347K | ﹤0.01% | 2976 |
|
2024
Q4 | $1.85M | Buy |
410,557
+88,821
| +28% | +$401K | ﹤0.01% | 2915 |
|
2024
Q3 | $1.95M | Buy |
321,736
+45,522
| +16% | +$275K | ﹤0.01% | 2730 |
|
2024
Q2 | $1.47M | Buy |
276,214
+14,538
| +6% | +$77.2K | ﹤0.01% | 2868 |
|
2024
Q1 | $1.65M | Buy |
261,676
+2,639
| +1% | +$16.6K | ﹤0.01% | 2690 |
|
2023
Q4 | $1.64M | Buy |
259,037
+9,212
| +4% | +$58.2K | ﹤0.01% | 2586 |
|
2023
Q3 | $1.22M | Buy |
249,825
+6,813
| +3% | +$33.3K | ﹤0.01% | 2714 |
|
2023
Q2 | $1.3M | Buy |
243,012
+634
| +0.3% | +$3.4K | ﹤0.01% | 2620 |
|
2023
Q1 | $1.07M | Buy |
242,378
+12,560
| +5% | +$55.6K | ﹤0.01% | 2688 |
|
2022
Q4 | $984K | Buy |
229,818
+3,966
| +2% | +$17K | ﹤0.01% | 2651 |
|
2022
Q3 | $1.06M | Sell |
225,852
-8,328
| -4% | -$39.2K | ﹤0.01% | 2490 |
|
2022
Q2 | $911K | Buy |
234,180
+19,009
| +9% | +$73.9K | ﹤0.01% | 2629 |
|
2022
Q1 | $1.12M | Buy |
+215,171
| New | +$1.12M | ﹤0.01% | 2513 |
|
2020
Q2 | – | Sell |
-57,740
| Closed | -$194K | – | 3451 |
|
2020
Q1 | $194K | Buy |
57,740
+19,555
| +51% | +$65.7K | ﹤0.01% | 2811 |
|
2019
Q4 | $262K | Sell |
38,185
-2,044
| -5% | -$14K | ﹤0.01% | 2867 |
|
2019
Q3 | $254K | Buy |
40,229
+628
| +2% | +$3.97K | ﹤0.01% | 2810 |
|
2019
Q2 | $280K | Sell |
39,601
-166,275
| -81% | -$1.18M | ﹤0.01% | 2739 |
|
2019
Q1 | $1.36M | Buy |
205,876
+3,816
| +2% | +$25.2K | ﹤0.01% | 1439 |
|
2018
Q4 | $1.38M | Buy |
202,060
+12,222
| +6% | +$83.7K | ﹤0.01% | 1284 |
|
2018
Q3 | $1.04M | Sell |
189,838
-588
| -0.3% | -$3.22K | ﹤0.01% | 1649 |
|
2018
Q2 | $988K | Sell |
190,426
-819
| -0.4% | -$4.25K | ﹤0.01% | 1623 |
|
2018
Q1 | $1.49M | Buy |
191,245
+21,356
| +13% | +$166K | ﹤0.01% | 1297 |
|
2017
Q4 | $1.1M | Sell |
169,889
-14,172
| -8% | -$92K | ﹤0.01% | 1448 |
|
2017
Q3 | $1.26M | Buy |
184,061
+10,235
| +6% | +$70.1K | ﹤0.01% | 1270 |
|
2017
Q2 | $960K | Sell |
173,826
-94,913
| -35% | -$524K | ﹤0.01% | 1393 |
|
2017
Q1 | $1.66M | Buy |
268,739
+28,033
| +12% | +$173K | 0.01% | 941 |
|
2016
Q4 | $1.29M | Buy |
240,706
+122,172
| +103% | +$653K | 0.01% | 1051 |
|
2016
Q3 | $605K | Buy |
+118,534
| New | +$605K | 0.01% | 1554 |
|
2014
Q1 | – | Sell |
-72,382
| Closed | -$369K | – | 2688 |
|
2013
Q4 | $369K | Sell |
72,382
-1,068
| -1% | -$5.45K | ﹤0.01% | 1956 |
|
2013
Q3 | $410K | Sell |
73,450
-21,285
| -22% | -$119K | ﹤0.01% | 1790 |
|
2013
Q2 | $459K | Buy |
+94,735
| New | +$459K | ﹤0.01% | 1622 |
|