Prospera Financial Services’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 | $704K | Buy |
19,317
+7
| +0% | +$255 | 0.01% | 781 |
|
|
2025
Q1 | $669K | Buy |
19,310
+6
| +0% | +$208 | 0.02% | 680 |
|
|
2024
Q4 | $725K | Buy |
19,304
+6
| +0% | +$225 | 0.02% | 633 |
|
|
2024
Q3 | $716K | Buy |
19,298
+8
| +0% | +$297 | 0.02% | 610 |
|
|
2024
Q2 | $626K | Sell |
19,290
-447
| -2% | -$14.5K | 0.02% | 634 |
|
|
2024
Q1 | $706K | Buy |
19,737
+698
| +4% | +$25K | 0.02% | 595 |
|
|
2023
Q4 | $715K | Sell |
19,039
-233
| -1% | -$8.75K | 0.02% | 555 |
|
|
2023
Q3 | $532K | Buy |
19,272
+4,839
| +34% | +$134K | 0.02% | 594 |
|
|
2023
Q2 | $428K | Buy |
14,433
+200
| +1% | +$5.93K | 0.02% | 665 |
|
|
2023
Q1 | $501K | Sell |
14,233
-35
| -0.2% | -$1.23K | 0.02% | 611 |
|
|
2022
Q4 | $578K | Buy |
14,268
+729
| +5% | +$29.5K | 0.03% | 499 |
|
|
2022
Q3 | $484K | Buy |
13,539
+4,883
| +56% | +$175K | 0.03% | 531 |
|
|
2022
Q2 | $304K | Sell |
8,656
-5,058
| -37% | -$178K | 0.02% | 630 |
|
|
2022
Q1 | $478K | Sell |
13,714
-372
| -3% | -$13K | 0.02% | 611 |
|
|
2021
Q4 | $511K | Sell |
14,086
-433
| -3% | -$15.7K | 0.02% | 564 |
|
|
2021
Q3 | $528K | Sell |
14,519
-211
| -1% | -$7.67K | 0.03% | 523 |
|
|
2021
Q2 | $537K | Sell |
14,730
-370
| -2% | -$13.5K | 0.03% | 517 |
|
|
2021
Q1 | $582K | Sell |
15,100
-81
| -0.5% | -$3.12K | 0.03% | 451 |
|
|
2020
Q4 | $492K | Buy |
+15,181
| New | +$492K | 0.03% | 424 |
|
|
2020
Q3 | – | Sell |
-15,356
| Closed | -$425K | – | 1700 |
|
|
2020
Q2 | $425K | Buy |
+15,356
| New | +$425K | 0.04% | 384 |
|