Raymond James Financial Services Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.23M | Sell |
60,130
-240
| -0.4% | -$8.76K | ﹤0.01% | 1679 |
|
|
2024
Q2 | $1.96M | Buy |
60,370
+4,282
| +8% | +$142K | ﹤0.01% | 1680 |
|
|
2024
Q1 | $2.01M | Sell |
56,088
-15,912
| -22% | -$563K | ﹤0.01% | 1640 |
|
|
2023
Q4 | $2.7M | Buy |
72,000
+1,933
| +3% | +$61.4K | ﹤0.01% | 1407 |
|
|
2023
Q3 | $1.93M | Sell |
70,067
-6,545
| -9% | -$197K | ﹤0.01% | 1522 |
|
|
2023
Q2 | $2.27M | Sell |
76,612
-239
| -0.3% | -$7.52K | ﹤0.01% | 1438 |
|
|
2023
Q1 | $2.71M | Sell |
76,851
-1,553
| -2% | -$61K | 0.01% | 1312 |
|
|
2022
Q4 | $3.17M | Sell |
78,404
-2,455
| -3% | -$99.5K | 0.01% | 1201 |
|
|
2022
Q3 | $2.89M | Sell |
80,859
-5
| -0% | -$186 | 0.01% | 1223 |
|
|
2022
Q2 | $2.84M | Buy |
80,864
+3,830
| +5% | +$134K | 0.01% | 1251 |
|
|
2022
Q1 | $2.69M | Buy |
77,034
+3,621
| +5% | +$132K | 0.01% | 1326 |
|
|
2021
Q4 | $2.66M | Buy |
73,413
+29,221
| +66% | +$1.08M | 0.01% | 1357 |
|
|
2021
Q3 | $1.61M | Buy |
44,192
+15,298
| +53% | +$535K | ﹤0.01% | 1628 |
|
|
2021
Q2 | $1.05M | Buy |
28,894
+990
| +4% | +$38.9K | ﹤0.01% | 1912 |
|
|
2021
Q1 | $1.08M | Buy |
27,904
+2,431
| +10% | +$89.2K | ﹤0.01% | 1801 |
|
|
2020
Q4 | $825K | Sell |
25,473
-12,740
| -33% | -$360K | ﹤0.01% | 1824 |
|
|
2020
Q3 | $820K | Sell |
38,213
-2,456
| -6% | -$64K | ﹤0.01% | 1670 |
|
|
2020
Q2 | $1.13M | Buy |
40,669
+18,994
| +88% | +$510K | ﹤0.01% | 1421 |
|
|
2020
Q1 | $500K | Sell |
21,675
-32
| -0.1% | -$1K | ﹤0.01% | 1556 |
|
|
2019
Q4 | $839K | Sell |
21,707
-729
| -3% | -$28.1K | ﹤0.01% | 1642 |
|
|
2019
Q3 | $850K | Sell |
22,436
-673
| -3% | -$24.9K | ﹤0.01% | 1569 |
|
|
2019
Q2 | $857K | Buy |
23,109
+485
| +2% | +$18.2K | ﹤0.01% | 1583 |
|
|
2019
Q1 | $820K | Sell |
22,624
-11,388
| -33% | -$411K | ﹤0.01% | 1568 |
|
|
2018
Q4 | $1.06M | Buy |
34,012
+1,645
| +5% | +$55.5K | 0.01% | 1235 |
|
|
2018
Q3 | $1.18M | Sell |
32,367
-15
| -0% | -$569 | 0.01% | 1364 |
|
|
2018
Q2 | $1.18M | Buy |
32,382
+8,408
| +35% | +$301K | 0.01% | 1315 |
|
|
2018
Q1 | $845K | Buy |
23,974
+3,851
| +19% | +$139K | ﹤0.01% | 1416 |
|
|
2017
Q4 | $699K | Buy |
20,123
+550
| +3% | +$19.8K | ﹤0.01% | 1508 |
|
|
2017
Q3 | $727K | Buy |
19,573
+4,068
| +26% | +$143K | ﹤0.01% | 1506 |
|
|
2017
Q2 | $608K | Buy |
15,505
+4,388
| +39% | +$174K | ﹤0.01% | 1568 |
|
|
2017
Q1 | $470K | Buy |
11,117
+3,141
| +39% | +$138K | ﹤0.01% | 1613 |
|
|
2016
Q4 | $369K | Buy |
7,976
+1,620
| +25% | +$68.8K | ﹤0.01% | 1706 |
|
|
2016
Q3 | $239K | Buy |
+6,356
| New | +$243K | ﹤0.01% | 1933 |
|
|
2013
Q3 | – | Sell |
-11,300
| Closed | -$299K | – | 922 |
|
|
2013
Q2 | $299K | Buy |
+11,300
| New | +$291K | 0.01% | 1009 |
|
Other funds holding UBSI
SAM
Raymond James Financial Services Advisors's UBSI Position: Q3 2024 in Review
Raymond James Financial Services Advisors reduced its United Bankshares (UBSI) stake by 0.4% in Q3 2024, selling an estimated $8.76K and leaving 60,130 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1679.
Raymond James Financial Services Advisors first reported a position in UBSI in Q2 2013 and has held it in 34 quarters since. The position peaked at $3.17M in Q4 2022. 335 funds tracked by Wall St. Rank hold UBSI as of Q3 2024.
- Raymond James Financial Services Advisors held 60,130 shares of United Bankshares worth $2.23M as of Q3 2024.
- Raymond James Financial Services Advisors sold 240 United Bankshares shares in Q3 2024, an estimated $8.76K.
- United Bankshares made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1679 holding.
- Raymond James Financial Services Advisors first reported a position in United Bankshares in Q2 2013 and has held it in 34 quarters since.
- Raymond James Financial Services Advisors's United Bankshares position peaked at $3.17M in Q4 2022.
- 335 funds tracked by Wall St. Rank held United Bankshares as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.