RIA Advisory Group’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 | $390K | Sell |
10,705
-1,746
| -14% | -$63.6K | 0.11% | 81 |
|
|
2025
Q1 | $432K | Sell |
12,451
-224
| -2% | -$7.77K | 0.14% | 87 |
|
|
2024
Q4 | $476K | Sell |
12,675
-671
| -5% | -$25.2K | 0.16% | 77 |
|
|
2024
Q3 | $495K | Buy |
+13,346
| New | +$495K | 0.17% | 68 |
|
|
2024
Q1 | $490K | Buy |
+13,680
| New | +$490K | 0.2% | 66 |
|
|
2023
Q4 | – | Sell |
-17,086
| Closed | -$471K | – | 193 |
|
|
2023
Q3 | $471K | Sell |
17,086
-197
| -1% | -$5.44K | 0.21% | 63 |
|
|
2023
Q2 | $513K | Buy |
+17,283
| New | +$513K | 0.22% | 67 |
|