SGCIA
Smith Graham & Co Investment Advisors’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.9M | Sell |
103,907
-616
| -0.6% | -$23.1K | 0.45% | 106 |
|
|
2023
Q3 | $2.88M | Sell |
104,523
-984
| -0.9% | -$27.1K | 0.36% | 128 |
|
|
2023
Q2 | $3.13M | Sell |
105,507
-4,708
| -4% | -$140K | 0.38% | 122 |
|
|
2023
Q1 | $3.88M | Sell |
110,215
-347
| -0.3% | -$12.2K | 0.47% | 101 |
|
|
2022
Q4 | $4.48M | Sell |
110,562
-368
| -0.3% | -$14.9K | 0.55% | 87 |
|
|
2022
Q3 | $3.97M | Sell |
110,930
-155
| -0.1% | -$5.54K | 0.53% | 88 |
|
|
2022
Q2 | $3.9M | Sell |
111,085
-1,136
| -1% | -$39.8K | 0.48% | 102 |
|
|
2022
Q1 | $3.91M | Sell |
112,221
-765
| -0.7% | -$26.7K | 0.41% | 118 |
|
|
2021
Q4 | $4.1M | Sell |
112,986
-9,267
| -8% | -$336K | 0.41% | 115 |
|
|
2021
Q3 | $4.45M | Sell |
122,253
-10,518
| -8% | -$383K | 0.45% | 100 |
|
|
2021
Q2 | $4.85M | Sell |
132,771
-16,874
| -11% | -$616K | 0.43% | 102 |
|
|
2021
Q1 | $5.77M | Sell |
149,645
-6,575
| -4% | -$254K | 0.47% | 96 |
|
|
2020
Q4 | $5.06M | Sell |
156,220
-2,920
| -2% | -$94.6K | 0.47% | 95 |
|
|
2020
Q3 | $3.42M | Sell |
159,140
-2,428
| -2% | -$52.1K | 0.39% | 115 |
|
|
2020
Q2 | $4.47M | Buy |
161,568
+7,733
| +5% | +$214K | 0.54% | 84 |
|
|
2020
Q1 | $3.55M | Sell |
153,835
-290
| -0.2% | -$6.69K | 0.55% | 85 |
|
|
2019
Q4 | $5.96M | Sell |
154,125
-4,120
| -3% | -$159K | 0.58% | 92 |
|
|
2019
Q3 | $5.99M | Buy |
158,245
+860
| +0.5% | +$32.6K | 0.64% | 78 |
|
|
2019
Q2 | $5.84M | Sell |
157,385
-380
| -0.2% | -$14.1K | 0.63% | 79 |
|
|
2019
Q1 | $5.72M | Sell |
157,765
-1,720
| -1% | -$62.3K | 0.63% | 85 |
|
|
2018
Q4 | $4.96M | Sell |
159,485
-8,380
| -5% | -$261K | 0.61% | 89 |
|
|
2018
Q3 | $6.1M | Sell |
167,865
-3,660
| -2% | -$133K | 0.58% | 97 |
|
|
2018
Q2 | $6.24M | Sell |
171,525
-570
| -0.3% | -$20.8K | 0.59% | 97 |
|
|
2018
Q1 | $6.07M | Sell |
172,095
-3,440
| -2% | -$121K | 0.58% | 102 |
|
|
2017
Q4 | $6.1M | Buy |
175,535
+3,390
| +2% | +$118K | 0.57% | 97 |
|
|
2017
Q3 | $6.4M | Sell |
172,145
-1,750
| -1% | -$65K | 0.67% | 68 |
|
|
2017
Q2 | $6.82M | Sell |
173,895
-9,420
| -5% | -$369K | 0.74% | 59 |
|
|
2017
Q1 | $7.75M | Sell |
183,315
-3,390
| -2% | -$143K | 0.83% | 52 |
|
|
2016
Q4 | $8.64M | Buy |
186,705
+17,930
| +11% | +$829K | 0.93% | 40 |
|
|
2016
Q3 | $6.36M | Buy |
168,775
+4,880
| +3% | +$184K | 0.81% | 48 |
|
|
2016
Q2 | $6.15M | Sell |
163,895
-10,530
| -6% | -$395K | 0.85% | 38 |
|
|
2016
Q1 | $6.4M | Buy |
174,425
+6,190
| +4% | +$227K | 0.84% | 43 |
|
|
2015
Q4 | $6.22M | Sell |
168,235
-4,820
| -3% | -$178K | 0.88% | 41 |
|
|
2015
Q3 | $6.57M | Sell |
173,055
-550
| -0.3% | -$20.9K | 0.96% | 31 |
|
|
2015
Q2 | $6.98M | Sell |
173,605
-1,960
| -1% | -$78.8K | 0.94% | 37 |
|
|
2015
Q1 | $6.6M | Sell |
175,565
-210
| -0.1% | -$7.89K | 0.89% | 42 |
|
|
2014
Q4 | $6.58M | Sell |
175,775
-10,860
| -6% | -$407K | 0.94% | 43 |
|
|
2014
Q3 | $5.77M | Sell |
186,635
-5,140
| -3% | -$159K | 0.85% | 55 |
|
|
2014
Q2 | $6.2M | Sell |
191,775
-7,650
| -4% | -$247K | 0.86% | 54 |
|
|
2014
Q1 | $6.11M | Sell |
199,425
-13,750
| -6% | -$421K | 0.88% | 51 |
|
|
2013
Q4 | $6.7M | Sell |
213,175
-170
| -0.1% | -$5.35K | 0.95% | 51 |
|
|
2013
Q3 | $6.18M | Sell |
213,345
-2,050
| -1% | -$59.4K | 0.89% | 44 |
|
|
2013
Q2 | $5.7M | Buy |
+215,395
| New | +$5.7M | 0.88% | 45 |
|