Segall Bryant & Hamill’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 | $8.2M | Buy |
224,961
+18,797
| +9% | +$685K | 0.12% | 257 |
|
|
2025
Q1 | $7.15M | Sell |
206,164
-28
| -0% | -$971 | 0.11% | 265 |
|
|
2024
Q4 | $7.74M | Sell |
206,192
-7,046
| -3% | -$265K | 0.11% | 266 |
|
|
2024
Q3 | $7.91M | Buy |
213,238
+20,591
| +11% | +$764K | 0.11% | 264 |
|
|
2024
Q2 | $6.25M | Buy |
192,647
+40,271
| +26% | +$1.31M | 0.11% | 248 |
|
|
2024
Q1 | $5.45M | Buy |
152,376
+14,881
| +11% | +$533K | 0.1% | 252 |
|
|
2023
Q4 | $5.16M | Buy |
137,495
+3,830
| +3% | +$144K | 0.1% | 260 |
|
|
2023
Q3 | $3.69M | Buy |
133,665
+16,431
| +14% | +$453K | 0.04% | 356 |
|
|
2023
Q2 | $3.48M | Sell |
117,234
-103
| -0.1% | -$3.06K | 0.04% | 380 |
|
|
2023
Q1 | $4.13M | Sell |
117,337
-3,322
| -3% | -$117K | 0.04% | 365 |
|
|
2022
Q4 | $4.89M | Buy |
120,659
+24,159
| +25% | +$978K | 0.05% | 328 |
|
|
2022
Q3 | $3.45M | Buy |
96,500
+8,245
| +9% | +$295K | 0.04% | 364 |
|
|
2022
Q2 | $3.1M | Buy |
88,255
+1,805
| +2% | +$63.3K | 0.03% | 381 |
|
|
2022
Q1 | $3.01M | Sell |
86,450
-52,940
| -38% | -$1.85M | 0.03% | 397 |
|
|
2021
Q4 | $5.06M | Sell |
139,390
-220
| -0.2% | -$7.98K | 0.05% | 322 |
|
|
2021
Q3 | $5.08M | Sell |
139,610
-1,447
| -1% | -$52.6K | 0.05% | 329 |
|
|
2021
Q2 | $5.15M | Sell |
141,057
-3,863
| -3% | -$141K | 0.05% | 323 |
|
|
2021
Q1 | $5.59M | Sell |
144,920
-1,267
| -0.9% | -$48.9K | 0.06% | 314 |
|
|
2020
Q4 | $4.74M | Buy |
146,187
+46,478
| +47% | +$1.51M | 0.05% | 303 |
|
|
2020
Q3 | $2.14M | Buy |
99,709
+307
| +0.3% | +$6.59K | 0.03% | 383 |
|
|
2020
Q2 | $2.75M | Buy |
+99,402
| New | +$2.75M | 0.05% | 293 |
|