LPL Financial’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
69,534
+1,102
| +2% | +$40.1K | ﹤0.01% | 2886 |
|
|
2025
Q1 | $2.37M | Sell |
68,432
-325
| -0.5% | -$11.3K | ﹤0.01% | 2773 |
|
|
2024
Q4 | $2.58M | Sell |
68,757
-36,132
| -34% | -$1.36M | ﹤0.01% | 2620 |
|
|
2024
Q3 | $3.89M | Buy |
104,889
+47,034
| +81% | +$1.74M | ﹤0.01% | 2177 |
|
|
2024
Q2 | $1.88M | Buy |
57,855
+11,798
| +26% | +$383K | ﹤0.01% | 2634 |
|
|
2024
Q1 | $1.65M | Sell |
46,057
-1,106
| -2% | -$39.6K | ﹤0.01% | 2691 |
|
|
2023
Q4 | $1.77M | Buy |
47,163
+2,008
| +4% | +$75.4K | ﹤0.01% | 2500 |
|
|
2023
Q3 | $1.25M | Sell |
45,155
-3,062
| -6% | -$84.5K | ﹤0.01% | 2700 |
|
|
2023
Q2 | $1.43M | Buy |
48,217
+21,721
| +82% | +$644K | ﹤0.01% | 2532 |
|
|
2023
Q1 | $933K | Sell |
26,496
-68,794
| -72% | -$2.42M | ﹤0.01% | 2798 |
|
|
2022
Q4 | $3.86M | Buy |
95,290
+321
| +0.3% | +$13K | ﹤0.01% | 1620 |
|
|
2022
Q3 | $3.4M | Buy |
94,969
+7,497
| +9% | +$268K | ﹤0.01% | 1628 |
|
|
2022
Q2 | $3.07M | Buy |
87,472
+1,970
| +2% | +$69.1K | ﹤0.01% | 1708 |
|
|
2022
Q1 | $2.98M | Sell |
85,502
-350
| -0.4% | -$12.2K | ﹤0.01% | 1754 |
|
|
2021
Q4 | $3.12M | Buy |
85,852
+8,971
| +12% | +$325K | ﹤0.01% | 1754 |
|
|
2021
Q3 | $2.8M | Buy |
76,881
+4,926
| +7% | +$179K | ﹤0.01% | 1796 |
|
|
2021
Q2 | $2.63M | Buy |
+71,955
| New | +$2.63M | ﹤0.01% | 1767 |
|
|
2020
Q4 | – | Sell |
-17,795
| Closed | -$382K | – | 3844 |
|
|
2020
Q3 | $382K | Buy |
+17,795
| New | +$382K | ﹤0.01% | 2688 |
|
|
2020
Q1 | – | Sell |
-6,604
| Closed | -$255K | – | 3400 |
|
|
2019
Q4 | $255K | Sell |
6,604
-274
| -4% | -$10.6K | ﹤0.01% | 2891 |
|
|
2019
Q3 | $260K | Sell |
6,878
-1,480
| -18% | -$55.9K | ﹤0.01% | 2788 |
|
|
2019
Q2 | $310K | Buy |
8,358
+435
| +5% | +$16.1K | ﹤0.01% | 2664 |
|
|
2019
Q1 | $287K | Buy |
7,923
+1,354
| +21% | +$49K | ﹤0.01% | 2661 |
|
|
2018
Q4 | $204K | Buy |
6,569
+762
| +13% | +$23.7K | ﹤0.01% | 2778 |
|
|
2018
Q3 | $211K | Buy |
5,807
+161
| +3% | +$5.85K | ﹤0.01% | 2952 |
|
|
2018
Q2 | $205K | Buy |
+5,646
| New | +$205K | ﹤0.01% | 2949 |
|
|
2017
Q3 | – | Sell |
-10,471
| Closed | -$410K | – | 2920 |
|
|
2017
Q2 | $410K | Buy |
+10,471
| New | +$410K | ﹤0.01% | 2023 |
|
|
2016
Q4 | – | Sell |
-8,445
| Closed | -$318K | – | 2780 |
|
|
2016
Q3 | $318K | Buy |
8,445
+1,276
| +18% | +$48K | ﹤0.01% | 2075 |
|
|
2016
Q2 | $261K | Sell |
7,169
-5,860
| -45% | -$213K | ﹤0.01% | 2179 |
|
|
2016
Q1 | $461K | Sell |
13,029
-2,117
| -14% | -$74.9K | ﹤0.01% | 2212 |
|
|
2015
Q4 | $546K | Buy |
15,146
+7,585
| +100% | +$273K | ﹤0.01% | 2135 |
|
|
2015
Q3 | $288K | Sell |
7,561
-916
| -11% | -$34.9K | ﹤0.01% | 2227 |
|
|
2015
Q2 | $347K | Sell |
8,477
-1,667
| -16% | -$68.2K | ﹤0.01% | 2190 |
|
|
2015
Q1 | $380K | Sell |
10,144
-23,364
| -70% | -$875K | ﹤0.01% | 2054 |
|
|
2014
Q4 | $1.26M | Sell |
33,508
-629
| -2% | -$23.6K | 0.01% | 1151 |
|
|
2014
Q3 | $1.06M | Buy |
34,137
+7,090
| +26% | +$219K | 0.01% | 1241 |
|
|
2014
Q2 | $874K | Buy |
27,047
+5,041
| +23% | +$163K | 0.01% | 1432 |
|
|
2014
Q1 | $674K | Buy |
22,006
+759
| +4% | +$23.2K | ﹤0.01% | 1520 |
|
|
2013
Q4 | $668K | Buy |
21,247
+1,036
| +5% | +$32.6K | ﹤0.01% | 1525 |
|
|
2013
Q3 | $603K | Buy |
+20,211
| New | +$603K | ﹤0.01% | 1503 |
|