LPL Financial’s United Bancorp UBCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
15,174
+1,288
| +9% | +$18.7K | ﹤0.01% | 4882 |
|
|
2025
Q1 | $186K | Buy |
+13,886
| New | +$186K | ﹤0.01% | 4766 |
|
|
2024
Q1 | – | Sell |
-10,481
| Closed | -$135K | – | 4933 |
|
|
2023
Q4 | $135K | Buy |
+10,481
| New | +$135K | ﹤0.01% | 4430 |
|
|
2023
Q1 | – | Sell |
-10,224
| Closed | -$151K | – | 4555 |
|
|
2022
Q4 | $151K | Buy |
10,224
+16
| +0.2% | +$236 | ﹤0.01% | 4042 |
|
|
2022
Q3 | $164K | Buy |
+10,208
| New | +$164K | ﹤0.01% | 3973 |
|