Ritholtz Wealth Management’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
10,011
-5,686
| -36% | -$176K | 0.01% | 780 |
|
|
2025
Q1 | $471K | Sell |
15,697
-5,089
| -24% | -$153K | 0.01% | 608 |
|
|
2024
Q4 | $701K | Buy |
20,786
+5,374
| +35% | +$181K | 0.02% | 470 |
|
|
2024
Q3 | $460K | Buy |
+15,412
| New | +$460K | 0.01% | 584 |
|
|
2024
Q2 | – | Sell |
-10,348
| Closed | -$237K | – | 836 |
|
|
2024
Q1 | $237K | Buy |
+10,348
| New | +$237K | 0.01% | 702 |
|