LPL Financial’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $975K | Sell |
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|
2024
Q3 | $908K | Buy |
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|
2024
Q2 | $722K | Buy |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $950K | Buy |
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|
2023
Q3 | $584K | Buy |
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|
2023
Q2 | $612K | Buy |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $574K | Sell |
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|
2021
Q4 | $557K | Sell |
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|
2021
Q3 | $683K | Sell |
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|
2021
Q2 | $787K | Buy |
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|
2021
Q1 | $640K | Buy |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $477K | Buy |
|