O'Shaughnessy Asset Management’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Sell |
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|
2025
Q1 | $910K | Sell |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $826K | Buy |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $522K | Buy |
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|
2023
Q4 | $264K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $389K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $45K | Sell |
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|
2020
Q2 | $98K | Sell |
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|
2020
Q1 | $132K | Buy |
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|
2019
Q4 | $184K | Sell |
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|
2019
Q3 | $254K | Buy |
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|
2019
Q2 | $141K | Buy |
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|
2019
Q1 | $101K | Buy |
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|
2018
Q4 | $64K | Buy |
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