SFM
Systematic Financial Management’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Buy |
429,092
+5,613
| +1% | +$204K | 0.42% | 96 |
|
|
2025
Q1 | $14.7M | Buy |
423,479
+23,747
| +6% | +$823K | 0.42% | 100 |
|
|
2024
Q4 | $15M | Buy |
399,732
+8,704
| +2% | +$327K | 0.38% | 109 |
|
|
2024
Q3 | $14.5M | Buy |
391,028
+111,989
| +40% | +$4.15M | 0.37% | 111 |
|
|
2024
Q2 | $9.05M | Buy |
279,039
+118,501
| +74% | +$3.84M | 0.28% | 132 |
|
|
2024
Q1 | $5.75M | Sell |
160,538
-3,577
| -2% | -$128K | 0.16% | 151 |
|
|
2023
Q4 | $6.16M | Sell |
164,115
-3,038
| -2% | -$114K | 0.18% | 148 |
|
|
2023
Q3 | $4.61M | Sell |
167,153
-1,350
| -0.8% | -$37.2K | 0.15% | 149 |
|
|
2023
Q2 | $5M | Sell |
168,503
-5,832
| -3% | -$173K | 0.16% | 144 |
|
|
2023
Q1 | $6.14M | Buy |
174,335
+450
| +0.3% | +$15.8K | 0.2% | 138 |
|
|
2022
Q4 | $7.04M | Sell |
173,885
-6,802
| -4% | -$275K | 0.23% | 138 |
|
|
2022
Q3 | $6.46M | Buy |
180,687
+714
| +0.4% | +$25.5K | 0.24% | 139 |
|
|
2022
Q2 | $6.31M | Buy |
179,973
+2,442
| +1% | +$85.6K | 0.22% | 142 |
|
|
2022
Q1 | $6.19M | Sell |
177,531
-400
| -0.2% | -$14K | 0.19% | 140 |
|
|
2021
Q4 | $6.46M | Sell |
177,931
-5,944
| -3% | -$216K | 0.19% | 142 |
|
|
2021
Q3 | $6.69M | Buy |
183,875
+27,741
| +18% | +$1.01M | 0.21% | 140 |
|
|
2021
Q2 | $5.7M | Buy |
156,134
+23,287
| +18% | +$850K | 0.17% | 148 |
|
|
2021
Q1 | $5.13M | Sell |
132,847
-8,479
| -6% | -$327K | 0.19% | 146 |
|
|
2020
Q4 | $4.58M | Sell |
141,326
-11,700
| -8% | -$379K | 0.2% | 148 |
|
|
2020
Q3 | $3.29M | Buy |
153,026
+20,750
| +16% | +$445K | 0.18% | 151 |
|
|
2020
Q2 | $3.66M | Buy |
+132,276
| New | +$3.66M | 0.19% | 149 |
|