Sunbelt Securities’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247 Buy
+11
New +$247 ﹤0.01% 1740
2025
Q1
Sell
-11
Closed -$248 1906
2024
Q4
$248 Sell
11
-1,250
-99% -$28.2K ﹤0.01% 1744
2024
Q3
$28.5K Sell
1,261
-163
-11% -$3.69K ﹤0.01% 1077
2024
Q2
$23.2K Sell
1,424
-125
-8% -$2.03K ﹤0.01% 1091
2024
Q1
$41.4K Hold
1,549
﹤0.01% 921
2023
Q4
$63.3K Sell
1,549
-212
-12% -$8.67K 0.01% 765
2023
Q3
$55.3K Sell
1,761
-14
-0.8% -$439 0.01% 779
2023
Q2
$77.1K Sell
1,775
-325
-15% -$14.1K 0.01% 702
2023
Q1
$61.6K Buy
+2,100
New +$61.6K 0.01% 695
2021
Q4
Sell
-3,360
Closed -$325K 514
2021
Q3
$325K Hold
3,360
0.06% 332
2021
Q2
$325K Hold
3,360
0.06% 332
2021
Q1
$337K Buy
3,360
+1,130
+51% +$113K 0.07% 312
2020
Q4
$342K Buy
+2,230
New +$342K 0.07% 287