Sugarloaf Wealth Management’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
Q4 | $853K | Buy |
26,391
+7,000
| +36% | +$226K | 0.16% | 65 |
|
|
2024
Q3 | $564K | Buy |
19,391
+1
| +0% | +$29 | 0.11% | 83 |
|
|
2024
Q2 | $494K | Hold |
19,390
| – | – | 0.1% | 84 |
|
|
2024
Q1 | $510K | Buy |
19,390
+33
| +0.2% | +$869 | 0.11% | 86 |
|
|
2023
Q4 | $566K | Sell |
19,357
-8,992
| -32% | -$263K | 0.14% | 78 |
|
|
2023
Q3 | $720K | Buy |
28,349
+36
| +0.1% | +$915 | 0.18% | 63 |
|
|
2023
Q2 | $708K | Buy |
28,313
+33
| +0.1% | +$825 | 0.17% | 64 |
|
|
2023
Q1 | $795K | Buy |
28,280
+26
| +0.1% | +$731 | 0.2% | 58 |
|
|
2022
Q4 | $955K | Sell |
28,254
-1,062
| -4% | -$35.9K | 0.24% | 49 |
|
|
2022
Q3 | $971K | Buy |
29,316
+5,051
| +21% | +$167K | 0.25% | 51 |
|
|
2022
Q2 | $733K | Sell |
24,265
-255
| -1% | -$7.7K | 0.18% | 52 |
|
|
2022
Q1 | $853K | Buy |
24,520
+1
| +0% | +$35 | 0.2% | 49 |
|
|
2021
Q4 | $881K | Buy |
24,519
+1
| +0% | +$36 | 0.21% | 49 |
|
|
2021
Q3 | $805K | Buy |
24,518
+2
| +0% | +$66 | 0.21% | 52 |
|
|
2021
Q2 | $785K | Buy |
24,516
+240
| +1% | +$7.69K | 0.21% | 52 |
|
|
2021
Q1 | $828 | Sell |
24,276
-1,994
| -8% | -$68 | 0.25% | 49 |
|
|
2020
Q4 | $747K | Sell |
26,270
-140
| -0.5% | -$3.98K | 0.25% | 51 |
|
|
2020
Q3 | $447K | Hold |
26,410
| – | – | 0.16% | 69 |
|
|
2020
Q2 | $531K | Buy |
26,410
+140
| +0.5% | +$2.82K | 0.2% | 62 |
|
|
2020
Q1 | $481K | Hold |
26,270
| – | – | 0.22% | 63 |
|
|
2019
Q4 | $811K | Buy |
+26,270
| New | +$811K | 0.34% | 52 |
|