LPL Financial’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Sell |
30,116
-4,345
| -13% | -$116K | ﹤0.01% | 3907 |
|
|
2025
Q1 | $1.08M | Buy |
34,461
+722
| +2% | +$22.7K | ﹤0.01% | 3455 |
|
|
2024
Q4 | $975K | Sell |
33,739
-1,270
| -4% | -$36.7K | ﹤0.01% | 3472 |
|
|
2024
Q3 | $908K | Buy |
35,009
+1,380
| +4% | +$35.8K | ﹤0.01% | 3432 |
|
|
2024
Q2 | $722K | Buy |
33,629
+747
| +2% | +$16K | ﹤0.01% | 3502 |
|
|
2024
Q1 | $1M | Buy |
32,882
+1,877
| +6% | +$57.2K | ﹤0.01% | 3145 |
|
|
2023
Q4 | $950K | Buy |
31,005
+3,796
| +14% | +$116K | ﹤0.01% | 3065 |
|
|
2023
Q3 | $584K | Buy |
27,209
+874
| +3% | +$18.8K | ﹤0.01% | 3318 |
|
|
2023
Q2 | $612K | Buy |
26,335
+3,448
| +15% | +$80.2K | ﹤0.01% | 3228 |
|
|
2023
Q1 | $506K | Buy |
22,887
+3,733
| +19% | +$82.5K | ﹤0.01% | 3305 |
|
|
2022
Q4 | $460K | Buy |
19,154
+450
| +2% | +$10.8K | ﹤0.01% | 3312 |
|
|
2022
Q3 | $423K | Buy |
18,704
+129
| +0.7% | +$2.92K | ﹤0.01% | 3290 |
|
|
2022
Q2 | $486K | Buy |
18,575
+119
| +0.6% | +$3.11K | ﹤0.01% | 3213 |
|
|
2022
Q1 | $574K | Sell |
18,456
-210
| -1% | -$6.53K | ﹤0.01% | 3076 |
|
|
2021
Q4 | $557K | Sell |
18,666
-2,679
| -13% | -$79.9K | ﹤0.01% | 3178 |
|
|
2021
Q3 | $683K | Sell |
21,345
-403
| -2% | -$12.9K | ﹤0.01% | 2918 |
|
|
2021
Q2 | $787K | Buy |
21,748
+416
| +2% | +$15.1K | ﹤0.01% | 2761 |
|
|
2021
Q1 | $640K | Buy |
21,332
+741
| +4% | +$22.2K | ﹤0.01% | 2804 |
|
|
2020
Q4 | $529K | Sell |
20,591
-2,947
| -13% | -$75.7K | ﹤0.01% | 2693 |
|
|
2020
Q3 | $477K | Buy |
+23,538
| New | +$477K | ﹤0.01% | 2499 |
|