Orion Portfolio Solutions’s United Community Banks, Inc. UCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,183
| Closed | -$232K | – | 1996 |
|
|
2024
Q4 | $232K | Sell |
7,183
-22
| -0.3% | -$711 | ﹤0.01% | 1680 |
|
|
2024
Q3 | $210K | Buy |
+7,205
| New | +$210K | ﹤0.01% | 1693 |
|
|
2024
Q2 | – | Sell |
-8,987
| Closed | -$237K | – | 1822 |
|
|
2024
Q1 | $237K | Buy |
8,987
+193
| +2% | +$5.08K | ﹤0.01% | 1555 |
|
|
2023
Q4 | $259K | Buy |
8,794
+204
| +2% | +$6.01K | ﹤0.01% | 1470 |
|
|
2023
Q3 | $218K | Sell |
8,590
-111
| -1% | -$2.82K | ﹤0.01% | 1518 |
|
|
2023
Q2 | $217K | Buy |
8,701
+157
| +2% | +$3.92K | ﹤0.01% | 1527 |
|
|
2023
Q1 | $240K | Buy |
+8,544
| New | +$240K | ﹤0.01% | 1432 |
|
|
2020
Q3 | – | Sell |
-1,907
| Closed | -$38K | – | 2118 |
|
|
2020
Q2 | $38K | Buy |
1,907
+9
| +0.5% | +$179 | ﹤0.01% | 777 |
|
|
2020
Q1 | $35K | Sell |
1,898
-793
| -29% | -$14.6K | ﹤0.01% | 678 |
|
|
2019
Q4 | $83K | Buy |
+2,691
| New | +$83K | 0.01% | 449 |
|