Osaic Holdings’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 | $127K | Sell |
4,045
-7,890
| -66% | -$260K | ﹤0.01% | 4499 |
|
|
2025
Q4 | $373K | Buy |
11,935
+829
| +7% | +$25.6K | ﹤0.01% | 3604 |
|
|
2025
Q3 | $350K | Sell |
11,106
-21
| -0.2% | -$664 | ﹤0.01% | 3724 |
|
|
2025
Q2 | $332K | Buy |
11,127
+2,401
| +28% | +$66.7K | ﹤0.01% | 3505 |
|
|
2025
Q1 | $245K | Buy |
8,726
+6,906
| +379% | +$216K | ﹤0.01% | 3467 |
|
|
2024
Q4 | $58.8K | Buy |
1,820
+299
| +20% | +$9.3K | ﹤0.01% | 4590 |
|
|
2024
Q3 | $44.3K | Buy |
1,521
+40
| +3% | +$1.15K | ﹤0.01% | 4837 |
|
|
2024
Q2 | $37.7K | Sell |
1,481
-1,057
| -42% | -$27K | ﹤0.01% | 4897 |
|
|
2024
Q1 | $66.1K | Sell |
2,538
-17,930
| -88% | -$484K | ﹤0.01% | 4532 |
|
|
2023
Q4 | $599K | Sell |
20,468
-1,602
| -7% | -$40.9K | ﹤0.01% | 3000 |
|
|
2023
Q3 | $561K | Buy |
22,070
+3,695
| +20% | +$100K | ﹤0.01% | 3150 |
|
|
2023
Q2 | $459K | Buy |
18,375
+1,570
| +9% | +$39K | ﹤0.01% | 3216 |
|
|
2023
Q1 | $472K | Buy |
16,805
+753
| +5% | +$23.8K | ﹤0.01% | 3142 |
|
|
2022
Q4 | $542K | Buy |
16,052
+1,170
| +8% | +$42.5K | ﹤0.01% | 2949 |
|
|
2022
Q3 | $492K | Buy |
14,882
+9,778
| +192% | +$325K | ﹤0.01% | 2901 |
|
|
2022
Q2 | $154K | Sell |
5,104
-394
| -7% | -$12.1K | ﹤0.01% | 4046 |
|
|
2022
Q1 | $173K | Buy |
5,498
+351
| +7% | +$12.9K | ﹤0.01% | 4160 |
|
|
2021
Q4 | $186K | Buy |
5,147
+364
| +8% | +$12.7K | ﹤0.01% | 4013 |
|
|
2021
Q3 | $157K | Buy |
4,783
+1,167
| +32% | +$35K | ﹤0.01% | 4121 |
|
|
2021
Q2 | $117K | Sell |
3,616
-2,779
| -43% | -$93.6K | ﹤0.01% | 4358 |
|
|
2021
Q1 | $218K | Buy |
6,395
+1,764
| +38% | +$57.9K | ﹤0.01% | 3659 |
|
|
2020
Q4 | $130K | Buy |
4,631
+2,124
| +85% | +$50.1K | ﹤0.01% | 3856 |
|
|
2020
Q3 | $43K | Sell |
2,507
-251
| -9% | -$4.52K | ﹤0.01% | 4422 |
|
|
2020
Q2 | $55K | Buy |
2,758
+8
| +0.3% | +$153 | ﹤0.01% | 4132 |
|
|
2020
Q1 | $50K | Buy |
+2,750
| New | +$71K | ﹤0.01% | 3974 |
|
Other funds holding UCB
VPM
VCM
