SEI Investments’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 | $14.4M | Buy |
396,143
+27,968
| +8% | +$1.02M | 0.02% | 829 |
|
|
2025
Q1 | $12.8M | Buy |
368,175
+74,557
| +25% | +$2.58M | 0.02% | 882 |
|
|
2024
Q4 | $11M | Sell |
293,618
-2,324
| -0.8% | -$87.3K | 0.01% | 943 |
|
|
2024
Q3 | $11M | Sell |
295,942
-1,097
| -0.4% | -$40.7K | 0.01% | 949 |
|
|
2024
Q2 | $9.64M | Buy |
297,039
+5,813
| +2% | +$189K | 0.01% | 933 |
|
|
2024
Q1 | $10.4M | Buy |
291,226
+4,655
| +2% | +$167K | 0.02% | 900 |
|
|
2023
Q4 | $10.8M | Buy |
286,571
+51,990
| +22% | +$1.95M | 0.02% | 852 |
|
|
2023
Q3 | $6.47M | Buy |
234,581
+80,766
| +53% | +$2.23M | 0.01% | 1050 |
|
|
2023
Q2 | $4.56M | Buy |
153,815
+18,847
| +14% | +$559K | 0.01% | 1239 |
|
|
2023
Q1 | $4.75M | Buy |
134,968
+9,387
| +7% | +$330K | 0.01% | 1209 |
|
|
2022
Q4 | $5.08M | Buy |
125,581
+10,086
| +9% | +$408K | 0.01% | 1046 |
|
|
2022
Q3 | $4.13M | Buy |
+115,495
| New | +$4.13M | 0.01% | 1181 |
|
|
2020
Q3 | – | Sell |
-12,054
| Closed | -$333K | – | 2502 |
|
|
2020
Q2 | $333K | Sell |
12,054
-20,005
| -62% | -$553K | ﹤0.01% | 2035 |
|
|
2020
Q1 | $684K | Buy |
32,059
+4,898
| +18% | +$105K | ﹤0.01% | 1625 |
|
|
2019
Q4 | $1.11M | Sell |
27,161
-981
| -3% | -$40.1K | ﹤0.01% | 1600 |
|
|
2019
Q3 | $1.11M | Sell |
28,142
-439
| -2% | -$17.3K | ﹤0.01% | 1567 |
|
|
2019
Q2 | $1.11M | Buy |
28,581
+22,531
| +372% | +$874K | ﹤0.01% | 1565 |
|
|
2019
Q1 | $221K | Buy |
6,050
+5,984
| +9,067% | +$219K | ﹤0.01% | 2244 |
|
|
2018
Q4 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 2615 |
|
|
2018
Q3 | – | Sell |
-625
| Closed | -$23K | – | 3400 |
|
|
2018
Q2 | $23K | Sell |
625
-24
| -4% | -$883 | ﹤0.01% | 2760 |
|
|
2018
Q1 | $23K | Sell |
649
-1,886
| -74% | -$66.8K | ﹤0.01% | 2612 |
|
|
2017
Q4 | $88K | Buy |
2,535
+847
| +50% | +$29.4K | ﹤0.01% | 2190 |
|
|
2017
Q3 | $63K | Sell |
1,688
-132
| -7% | -$4.93K | ﹤0.01% | 2218 |
|
|
2017
Q2 | $71K | Buy |
1,820
+857
| +89% | +$33.4K | ﹤0.01% | 2163 |
|
|
2017
Q1 | $41K | Buy |
963
+164
| +21% | +$6.98K | ﹤0.01% | 2180 |
|
|
2016
Q4 | $37K | Sell |
799
-26
| -3% | -$1.2K | ﹤0.01% | 2208 |
|
|
2016
Q3 | $31K | Sell |
825
-14
| -2% | -$526 | ﹤0.01% | 2174 |
|
|
2016
Q2 | $31K | Sell |
839
-51
| -6% | -$1.88K | ﹤0.01% | 2054 |
|
|
2016
Q1 | $33K | Sell |
890
-278
| -24% | -$10.3K | ﹤0.01% | 1952 |
|
|
2015
Q4 | $43K | Sell |
1,168
-15
| -1% | -$552 | ﹤0.01% | 1931 |
|
|
2015
Q3 | $45K | Sell |
1,183
-127
| -10% | -$4.83K | ﹤0.01% | 1936 |
|
|
2015
Q2 | $53K | Sell |
1,310
-191
| -13% | -$7.73K | ﹤0.01% | 1673 |
|
|
2015
Q1 | $57K | Sell |
1,501
-245
| -14% | -$9.3K | ﹤0.01% | 1660 |
|
|
2014
Q4 | $66K | Buy |
+1,746
| New | +$66K | ﹤0.01% | 1652 |
|