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Summit Financial’s United Bankshares UBSI Stock Holding History

Summit Financial’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$650K Sell
17,674
-128
-0.7% -$4.71K 0.01% 508
2025
Q1 		$617K Buy
17,802
+5,984
+51% +$207K 0.02% 462
2024
Q4 		$448K Buy
+11,818
New +$448K 0.02% 466