Natixis Advisors’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 | $1.05M | Buy |
28,886
+528
| +2% | +$19.2K | ﹤0.01% | 1284 |
|
2025
Q1 | $983K | Sell |
28,358
-319,206
| -92% | -$11.1M | ﹤0.01% | 1275 |
|
2024
Q4 | $13.1M | Buy |
347,564
+11,535
| +3% | +$433K | 0.02% | 576 |
|
2024
Q3 | $12.5M | Buy |
336,029
+58,274
| +21% | +$2.16M | 0.02% | 595 |
|
2024
Q2 | $9.01M | Buy |
277,755
+10,512
| +4% | +$341K | 0.02% | 639 |
|
2024
Q1 | $9.57M | Buy |
267,243
+67,706
| +34% | +$2.42M | 0.02% | 621 |
|
2023
Q4 | $7.49M | Buy |
199,537
+79,488
| +66% | +$2.98M | 0.02% | 643 |
|
2023
Q3 | $3.31M | Buy |
120,049
+17,392
| +17% | +$480K | 0.01% | 832 |
|
2023
Q2 | $3.05M | Sell |
102,657
-37,411
| -27% | -$1.11M | 0.01% | 854 |
|
2023
Q1 | $4.93M | Sell |
140,068
-35,023
| -20% | -$1.23M | 0.02% | 689 |
|
2022
Q4 | $7.09M | Buy |
175,091
+12,899
| +8% | +$522K | 0.03% | 576 |
|
2022
Q3 | $5.8M | Sell |
162,192
-46,600
| -22% | -$1.67M | 0.02% | 588 |
|
2022
Q2 | $7.32M | Buy |
208,792
+11,140
| +6% | +$391K | 0.03% | 539 |
|
2022
Q1 | $6.89M | Buy |
197,652
+2,410
| +1% | +$84.1K | 0.03% | 584 |
|
2021
Q4 | $7.08M | Buy |
195,242
+32,363
| +20% | +$1.17M | 0.03% | 551 |
|
2021
Q3 | $5.93M | Buy |
162,879
+64,637
| +66% | +$2.35M | 0.02% | 588 |
|
2021
Q2 | $3.59M | Buy |
98,242
+638
| +0.7% | +$23.3K | 0.02% | 732 |
|
2021
Q1 | $3.77M | Sell |
97,604
-1,644
| -2% | -$63.4K | 0.02% | 684 |
|
2020
Q4 | $3.22M | Buy |
99,248
+56,529
| +132% | +$1.83M | 0.02% | 704 |
|
2020
Q3 | $917K | Sell |
42,719
-10,782
| -20% | -$231K | 0.01% | 961 |
|
2020
Q2 | $1.48M | Buy |
53,501
+19,593
| +58% | +$542K | 0.01% | 879 |
|
2020
Q1 | $783K | Sell |
33,908
-30,568
| -47% | -$706K | 0.01% | 964 |
|
2019
Q4 | $2.49M | Sell |
64,476
-2,830
| -4% | -$109K | 0.02% | 748 |
|
2019
Q3 | $2.55M | Buy |
67,306
+6,110
| +10% | +$231K | 0.02% | 702 |
|
2019
Q2 | $2.27M | Buy |
61,196
+8,054
| +15% | +$299K | 0.02% | 737 |
|
2019
Q1 | $1.93M | Buy |
53,142
+30,004
| +130% | +$1.09M | 0.02% | 771 |
|
2018
Q4 | $719K | Sell |
23,138
-20,704
| -47% | -$643K | 0.01% | 972 |
|
2018
Q3 | $1.59M | Buy |
43,842
+829
| +2% | +$30.1K | 0.01% | 833 |
|
2018
Q2 | $1.57M | Sell |
43,013
-790
| -2% | -$28.8K | 0.02% | 826 |
|
2018
Q1 | $1.54M | Buy |
+43,803
| New | +$1.54M | 0.02% | 811 |
|
2015
Q1 | – | Sell |
-10,298
| Closed | -$386K | – | 1051 |
|
2014
Q4 | $386K | Buy |
+10,298
| New | +$386K | 0.01% | 959 |
|
2014
Q3 | – | Sell |
-8,188
| Closed | -$265K | – | 1214 |
|
2014
Q2 | $265K | Buy |
8,188
+100
| +1% | +$3.24K | ﹤0.01% | 1196 |
|
2014
Q1 | $248K | Sell |
8,088
-117
| -1% | -$3.59K | ﹤0.01% | 1140 |
|
2013
Q4 | $258K | Sell |
8,205
-655
| -7% | -$20.6K | ﹤0.01% | 1054 |
|
2013
Q3 | $257K | Sell |
8,860
-328
| -4% | -$9.51K | ﹤0.01% | 1012 |
|
2013
Q2 | $243K | Buy |
+9,188
| New | +$243K | ﹤0.01% | 982 |
|