Truist Financial’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Buy |
22,375
+10,069
| +82% | +$367K | ﹤0.01% | 1688 |
|
|
2025
Q1 | $427K | Sell |
12,306
-10,610
| -46% | -$368K | ﹤0.01% | 1940 |
|
|
2024
Q4 | $860K | Buy |
22,916
+9,418
| +70% | +$354K | ﹤0.01% | 1610 |
|
|
2024
Q3 | $501K | Sell |
13,498
-63,031
| -82% | -$2.34M | ﹤0.01% | 1848 |
|
|
2024
Q2 | $2.48M | Sell |
76,529
-27,013
| -26% | -$876K | ﹤0.01% | 1168 |
|
|
2024
Q1 | $3.71M | Sell |
103,542
-12,442
| -11% | -$445K | 0.01% | 996 |
|
|
2023
Q4 | $4.36M | Sell |
115,984
-7,846
| -6% | -$295K | 0.01% | 916 |
|
|
2023
Q3 | $3.42M | Sell |
123,830
-3,151
| -2% | -$86.9K | 0.01% | 993 |
|
|
2023
Q2 | $3.77M | Sell |
126,981
-10,590
| -8% | -$314K | 0.01% | 954 |
|
|
2023
Q1 | $4.84M | Buy |
137,571
+1,511
| +1% | +$53.2K | 0.01% | 834 |
|
|
2022
Q4 | $5.51M | Sell |
136,060
-21,282
| -14% | -$862K | 0.01% | 785 |
|
|
2022
Q3 | $5.63M | Sell |
157,342
-6,166
| -4% | -$220K | 0.01% | 736 |
|
|
2022
Q2 | $5.74M | Buy |
163,508
+257
| +0.2% | +$9.01K | 0.01% | 754 |
|
|
2022
Q1 | $5.69M | Sell |
163,251
-28,289
| -15% | -$987K | 0.01% | 836 |
|
|
2021
Q4 | $6.95M | Sell |
191,540
-11,076
| -5% | -$402K | 0.01% | 764 |
|
|
2021
Q3 | $7.37M | Sell |
202,616
-4,868
| -2% | -$177K | 0.01% | 738 |
|
|
2021
Q2 | $7.57M | Sell |
207,484
-915
| -0.4% | -$33.4K | 0.01% | 733 |
|
|
2021
Q1 | $8.04M | Sell |
208,399
-8,259
| -4% | -$319K | 0.01% | 673 |
|
|
2020
Q4 | $7.02M | Sell |
216,658
-32,511
| -13% | -$1.05M | 0.01% | 710 |
|
|
2020
Q3 | $5.35M | Sell |
249,169
-30,379
| -11% | -$652K | 0.01% | 730 |
|
|
2020
Q2 | $7.73M | Sell |
279,548
-134,848
| -33% | -$3.73M | 0.02% | 596 |
|
|
2020
Q1 | $9.57M | Buy |
414,396
+4,951
| +1% | +$114K | 0.03% | 493 |
|
|
2019
Q4 | $15.8M | Buy |
409,445
+399,697
| +4,100% | +$15.5M | 0.03% | 464 |
|
|
2019
Q3 | $369K | Buy |
9,748
+66
| +0.7% | +$2.5K | 0.01% | 625 |
|
|
2019
Q2 | $359K | Sell |
9,682
-202
| -2% | -$7.49K | 0.01% | 645 |
|
|
2019
Q1 | $358K | Sell |
9,884
-236
| -2% | -$8.55K | 0.01% | 643 |
|
|
2018
Q4 | $315K | Hold |
10,120
| – | – | 0.01% | 635 |
|
|
2018
Q3 | $368K | Sell |
10,120
-6,628
| -40% | -$241K | 0.01% | 647 |
|
|
2018
Q2 | $609K | Sell |
16,748
-1,197
| -7% | -$43.5K | 0.01% | 547 |
|
|
2018
Q1 | $632K | Buy |
17,945
+536
| +3% | +$18.9K | 0.01% | 542 |
|
|
2017
Q4 | $605K | Sell |
17,409
-23
| -0.1% | -$799 | 0.01% | 553 |
|
|
2017
Q3 | $647K | Sell |
17,432
-89
| -0.5% | -$3.3K | 0.01% | 536 |
|
|
2017
Q2 | $687K | Buy |
17,521
+3,584
| +26% | +$141K | 0.01% | 523 |
|
|
2017
Q1 | $589K | Hold |
13,937
| – | – | 0.01% | 549 |
|
|
2016
Q4 | $644K | Sell |
13,937
-682
| -5% | -$31.5K | 0.01% | 547 |
|
|
2016
Q3 | $551K | Buy |
14,619
+1,085
| +8% | +$40.9K | 0.01% | 565 |
|
|
2016
Q2 | $507K | Hold |
13,534
| – | – | 0.01% | 580 |
|
|
2016
Q1 | $496K | Sell |
13,534
-338
| -2% | -$12.4K | 0.01% | 545 |
|
|
2015
Q4 | $513K | Buy |
13,872
+3,438
| +33% | +$127K | 0.01% | 536 |
|
|
2015
Q3 | $397K | Hold |
10,434
| – | – | 0.01% | 599 |
|
|
2015
Q2 | $420K | Hold |
10,434
| – | – | 0.01% | 580 |
|
|
2015
Q1 | $392K | Hold |
10,434
| – | – | 0.01% | 574 |
|
|
2014
Q4 | $391K | Sell |
10,434
-202
| -2% | -$7.57K | 0.01% | 562 |
|
|
2014
Q3 | $329K | Buy |
10,636
+297
| +3% | +$9.19K | 0.01% | 599 |
|
|
2014
Q2 | $334K | Buy |
10,339
+5
| +0% | +$162 | 0.01% | 608 |
|
|
2014
Q1 | $317K | Hold |
10,334
| – | – | 0.01% | 611 |
|
|
2013
Q4 | $325K | Hold |
10,334
| – | – | 0.01% | 605 |
|
|
2013
Q3 | $300K | Sell |
10,334
-2,378
| -19% | -$69K | 0.01% | 606 |
|
|
2013
Q2 | $336K | Buy |
+12,712
| New | +$336K | 0.01% | 576 |
|