Steward Partners Investment Advisory’s United Community Banks, Inc. UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-812
| Closed | -$20.7K | – | 3865 |
|
|
2024
Q2 | $20.7K | Hold |
812
| – | – | ﹤0.01% | 2524 |
|
|
2024
Q1 | $21.4K | Buy |
+812
| New | +$21.4K | ﹤0.01% | 2500 |
|
|
2022
Q2 | – | Sell |
-75
| Closed | -$3K | – | 3399 |
|
|
2022
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 3050 |
|
|
2021
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 2981 |
|
|
2021
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 3022 |
|
|
2021
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 6903 |
|
|
2021
Q1 | $2.56K | Hold |
75
| – | – | ﹤0.01% | 3179 |
|
|
2020
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 2743 |
|
|
2020
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 2699 |
|
|
2020
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 2508 |
|
|
2020
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 2440 |
|
|
2019
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 2461 |
|
|
2019
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 2466 |
|
|
2019
Q2 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 2477 |
|
|
2018
Q4 | – | Sell |
-75
| Closed | -$2K | – | 2227 |
|
|
2018
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 2419 |
|
|
2018
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 2269 |
|
|
2018
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 2056 |
|
|
2017
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 1734 |
|
|
2017
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 1534 |
|
|
2017
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 1454 |
|
|
2017
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 1338 |
|
|
2016
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 778 |
|