United Capital Financial Advisors’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
+5,306
| New | +$333K | ﹤0.01% | 883 |
|
|
2025
Q1 | – | Sell |
-3,858
| Closed | -$332K | – | 1056 |
|
|
2024
Q4 | $332K | Buy |
3,858
+345
| +10% | +$29.7K | ﹤0.01% | 847 |
|
|
2024
Q3 | $333K | Sell |
3,513
-578
| -14% | -$54.7K | ﹤0.01% | 837 |
|
|
2024
Q2 | $391K | Buy |
4,091
+561
| +16% | +$53.6K | ﹤0.01% | 770 |
|
|
2024
Q1 | $465K | Buy |
3,530
+582
| +20% | +$76.7K | ﹤0.01% | 745 |
|
|
2023
Q4 | $426K | Buy |
+2,948
| New | +$426K | ﹤0.01% | 768 |
|
|
2023
Q3 | – | Sell |
-1,953
| Closed | -$436K | – | 836 |
|
|
2023
Q2 | $436K | Sell |
1,953
-57
| -3% | -$12.7K | ﹤0.01% | 699 |
|
|
2023
Q1 | $444K | Sell |
2,010
-2,510
| -56% | -$555K | ﹤0.01% | 744 |
|
|
2022
Q4 | $980K | Sell |
4,520
-671
| -13% | -$146K | 0.01% | 612 |
|
|
2022
Q3 | $1.37M | Buy |
5,191
+348
| +7% | +$92K | 0.01% | 543 |
|
|
2022
Q2 | $1.01M | Sell |
4,843
-143
| -3% | -$29.9K | 0.01% | 636 |
|
|
2022
Q1 | $1.1M | Buy |
4,986
+211
| +4% | +$46.7K | 0.01% | 639 |
|
|
2021
Q4 | $1.12M | Buy |
4,775
+1,333
| +39% | +$312K | 0.01% | 651 |
|
|
2021
Q3 | $754K | Sell |
3,442
-2,566
| -43% | -$562K | ﹤0.01% | 747 |
|
|
2021
Q2 | $1.01M | Buy |
6,008
+201
| +3% | +$33.9K | 0.01% | 694 |
|
|
2021
Q1 | $848K | Buy |
5,807
+2,165
| +59% | +$316K | ﹤0.01% | 708 |
|
|
2020
Q4 | $537K | Buy |
3,642
+163
| +5% | +$24K | ﹤0.01% | 826 |
|
|
2020
Q3 | $311K | Buy |
3,479
+208
| +6% | +$18.6K | ﹤0.01% | 945 |
|
|
2020
Q2 | $253K | Buy |
+3,271
| New | +$253K | ﹤0.01% | 1028 |
|
|
2020
Q1 | – | Sell |
-3,333
| Closed | -$243K | – | 1182 |
|
|
2019
Q4 | $243K | Buy |
+3,333
| New | +$243K | ﹤0.01% | 1211 |
|
|
2019
Q2 | – | Sell |
-3,264
| Closed | -$268K | – | 1440 |
|
|
2019
Q1 | $268K | Buy |
+3,264
| New | +$268K | ﹤0.01% | 1149 |
|
|
2018
Q4 | – | Sell |
-2,724
| Closed | -$272K | – | 1284 |
|
|
2018
Q3 | $272K | Buy |
2,724
+414
| +18% | +$41.3K | ﹤0.01% | 1144 |
|
|
2018
Q2 | $218K | Buy |
+2,310
| New | +$218K | ﹤0.01% | 1203 |
|
|
2018
Q1 | – | Sell |
-14,085
| Closed | -$1.8M | – | 1307 |
|
|
2017
Q4 | $1.8M | Buy |
14,085
+714
| +5% | +$91.3K | 0.01% | 621 |
|
|
2017
Q3 | $1.82M | Sell |
13,371
-543
| -4% | -$74K | 0.02% | 603 |
|
|
2017
Q2 | $1.47M | Buy |
13,914
+11,052
| +386% | +$1.17M | 0.01% | 654 |
|
|
2017
Q1 | $302K | Sell |
2,862
-254
| -8% | -$26.8K | ﹤0.01% | 1043 |
|
|
2016
Q4 | $268K | Buy |
3,116
+340
| +12% | +$29.2K | ﹤0.01% | 1092 |
|
|
2016
Q3 | $237K | Buy |
+2,776
| New | +$237K | ﹤0.01% | 1139 |
|