LPL Financial’s United Community Banks UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.57M | Sell |
49,940
-734
| -1% | -$24.2K | ﹤0.01% | 3735 |
|
|
2025
Q4 | $1.58M | Buy |
50,674
+11,688
| +30% | +$361K | ﹤0.01% | 3611 |
|
|
2025
Q3 | $1.22M | Buy |
38,986
+2,369
| +6% | +$74.9K | ﹤0.01% | 3804 |
|
|
2025
Q2 | $1.09M | Sell |
36,617
-2,688
| -7% | -$74.7K | ﹤0.01% | 3672 |
|
|
2025
Q1 | $1.11M | Buy |
39,305
+744
| +2% | +$23.3K | ﹤0.01% | 3468 |
|
|
2024
Q4 | $1.25M | Buy |
38,561
+4,340
| +13% | +$135K | ﹤0.01% | 3300 |
|
|
2024
Q3 | $995K | Buy |
34,221
+560
| +2% | +$16.1K | ﹤0.01% | 3412 |
|
|
2024
Q2 | $857K | Buy |
33,661
+6,848
| +26% | +$175K | ﹤0.01% | 3403 |
|
|
2024
Q1 | $706K | Sell |
26,813
-14,348
| -35% | -$387K | ﹤0.01% | 3481 |
|
|
2023
Q4 | $1.2M | Buy |
41,161
+624
| +2% | +$15.9K | ﹤0.01% | 2886 |
|
|
2023
Q3 | $1.03M | Buy |
40,537
+16,536
| +69% | +$448K | ﹤0.01% | 2864 |
|
|
2023
Q2 | $600K | Sell |
24,001
-1,220
| -5% | -$30.3K | ﹤0.01% | 3277 |
|
|
2023
Q1 | $709K | Buy |
25,221
+3,581
| +17% | +$113K | ﹤0.01% | 3043 |
|
|
2022
Q4 | $731K | Buy |
21,640
+457
| +2% | +$16.6K | ﹤0.01% | 2903 |
|
|
2022
Q3 | $701K | Sell |
21,183
-7,252
| -26% | -$241K | ﹤0.01% | 2832 |
|
|
2022
Q2 | $858K | Buy |
28,435
+11,548
| +68% | +$355K | ﹤0.01% | 2708 |
|
|
2022
Q1 | $588K | Buy |
16,887
+4,939
| +41% | +$182K | ﹤0.01% | 3066 |
|
|
2021
Q4 | $429K | Buy |
11,948
+1,998
| +20% | +$69.8K | ﹤0.01% | 3409 |
|
|
2021
Q3 | $327K | Buy |
9,950
+644
| +7% | +$19.3K | ﹤0.01% | 3588 |
|
|
2021
Q2 | $298K | Buy |
9,306
+283
| +3% | +$9.53K | ﹤0.01% | 3590 |
|
|
2021
Q1 | $308K | Buy |
9,023
+933
| +12% | +$30.6K | ﹤0.01% | 3454 |
|
|
2020
Q4 | $230K | Buy |
+8,090
| New | +$191K | ﹤0.01% | 3418 |
|
|
2020
Q1 | – | Sell |
-8,763
| Closed | -$271K | – | 3445 |
|
|
2019
Q4 | $271K | Buy |
+8,763
| New | +$265K | ﹤0.01% | 2863 |
|
|
2018
Q3 | – | Sell |
-12,785
| Closed | -$392K | – | 3318 |
|
|
2018
Q2 | $392K | Buy |
12,785
+492
| +4% | +$16K | ﹤0.01% | 2412 |
|
|
2018
Q1 | $389K | Buy |
+12,293
| New | +$385K | ﹤0.01% | 2372 |
|
Other funds holding UCB
VPM
VCM
