Raymond James Financial Services Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.23M | Sell |
60,130
-240
| -0.4% | -$8.9K | ﹤0.01% | 1677 |
|
|
2024
Q2 | $1.96M | Buy |
60,370
+4,282
| +8% | +$139K | ﹤0.01% | 1678 |
|
|
2024
Q1 | $2.01M | Sell |
56,088
-15,912
| -22% | -$569K | ﹤0.01% | 1639 |
|
|
2023
Q4 | $2.7M | Buy |
72,000
+1,933
| +3% | +$72.6K | ﹤0.01% | 1405 |
|
|
2023
Q3 | $1.93M | Sell |
70,067
-6,545
| -9% | -$181K | ﹤0.01% | 1521 |
|
|
2023
Q2 | $2.27M | Sell |
76,612
-239
| -0.3% | -$7.09K | ﹤0.01% | 1437 |
|
|
2023
Q1 | $2.71M | Sell |
76,851
-1,553
| -2% | -$54.7K | 0.01% | 1311 |
|
|
2022
Q4 | $3.17M | Sell |
78,404
-2,455
| -3% | -$99.4K | 0.01% | 1200 |
|
|
2022
Q3 | $2.89M | Sell |
80,859
-5
| -0% | -$179 | 0.01% | 1222 |
|
|
2022
Q2 | $2.84M | Buy |
80,864
+3,830
| +5% | +$134K | 0.01% | 1250 |
|
|
2022
Q1 | $2.69M | Buy |
77,034
+3,621
| +5% | +$126K | 0.01% | 1326 |
|
|
2021
Q4 | $2.66M | Buy |
73,413
+29,221
| +66% | +$1.06M | 0.01% | 1357 |
|
|
2021
Q3 | $1.61M | Buy |
44,192
+15,298
| +53% | +$557K | ﹤0.01% | 1628 |
|
|
2021
Q2 | $1.06M | Buy |
28,894
+990
| +4% | +$36.1K | ﹤0.01% | 1911 |
|
|
2021
Q1 | $1.08M | Buy |
27,904
+2,431
| +10% | +$93.8K | ﹤0.01% | 1801 |
|
|
2020
Q4 | $825K | Sell |
25,473
-12,740
| -33% | -$413K | ﹤0.01% | 1824 |
|
|
2020
Q3 | $820K | Sell |
38,213
-2,456
| -6% | -$52.7K | ﹤0.01% | 1669 |
|
|
2020
Q2 | $1.13M | Buy |
40,669
+18,994
| +88% | +$525K | ﹤0.01% | 1420 |
|
|
2020
Q1 | $500K | Sell |
21,675
-32
| -0.1% | -$738 | ﹤0.01% | 1551 |
|
|
2019
Q4 | $839K | Sell |
21,707
-729
| -3% | -$28.2K | ﹤0.01% | 1642 |
|
|
2019
Q3 | $850K | Sell |
22,436
-673
| -3% | -$25.5K | ﹤0.01% | 1569 |
|
|
2019
Q2 | $857K | Buy |
23,109
+485
| +2% | +$18K | ﹤0.01% | 1583 |
|
|
2019
Q1 | $820K | Sell |
22,624
-11,388
| -33% | -$413K | ﹤0.01% | 1568 |
|
|
2018
Q4 | $1.06M | Buy |
34,012
+1,645
| +5% | +$51.2K | 0.01% | 1235 |
|
|
2018
Q3 | $1.18M | Sell |
32,367
-15
| -0% | -$545 | 0.01% | 1364 |
|
|
2018
Q2 | $1.18M | Buy |
32,382
+8,408
| +35% | +$306K | 0.01% | 1315 |
|
|
2018
Q1 | $845K | Buy |
23,974
+3,851
| +19% | +$136K | ﹤0.01% | 1415 |
|
|
2017
Q4 | $699K | Buy |
20,123
+550
| +3% | +$19.1K | ﹤0.01% | 1508 |
|
|
2017
Q3 | $727K | Buy |
19,573
+4,068
| +26% | +$151K | ﹤0.01% | 1506 |
|
|
2017
Q2 | $608K | Buy |
15,505
+4,388
| +39% | +$172K | ﹤0.01% | 1568 |
|
|
2017
Q1 | $470K | Buy |
11,117
+3,141
| +39% | +$133K | ﹤0.01% | 1613 |
|
|
2016
Q4 | $369K | Buy |
7,976
+1,620
| +25% | +$74.9K | ﹤0.01% | 1705 |
|
|
2016
Q3 | $239K | Buy |
+6,356
| New | +$239K | ﹤0.01% | 1928 |
|
|
2013
Q3 | – | Sell |
-11,300
| Closed | -$299K | – | 920 |
|
|
2013
Q2 | $299K | Buy |
+11,300
| New | +$299K | 0.01% | 1009 |
|