United Capital Financial Advisors’s APA Corp APA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.94M | Buy |
45,764
+3,470
| +8% | +$105K | 0.01% | 556 |
|
|
2025
Q4 | $1.03M | Buy |
42,294
+1,500
| +4% | +$36.3K | 0.01% | 727 |
|
|
2025
Q3 | $990K | Buy |
40,794
+1,306
| +3% | +$27.6K | 0.01% | 638 |
|
|
2025
Q2 | $722K | Buy |
39,488
+22,531
| +133% | +$391K | 0.01% | 681 |
|
|
2025
Q1 | $356K | Sell |
16,957
-4,395
| -21% | -$96.6K | ﹤0.01% | 840 |
|
|
2024
Q4 | $493K | Buy |
21,352
+4,225
| +25% | +$98.8K | ﹤0.01% | 739 |
|
|
2024
Q3 | $419K | Buy |
17,127
+2,890
| +20% | +$81.1K | ﹤0.01% | 774 |
|
|
2024
Q2 | $419K | Buy |
14,237
+4,471
| +46% | +$138K | ﹤0.01% | 753 |
|
|
2024
Q1 | $336K | Sell |
9,766
-1,162
| -11% | -$36.8K | ﹤0.01% | 847 |
|
|
2023
Q4 | $392K | Buy |
+10,928
| New | +$413K | ﹤0.01% | 792 |
|
|
2019
Q2 | – | Sell |
-217,362
| Closed | -$7.53M | – | 1465 |
|
|
2019
Q1 | $7.53M | Buy |
+217,362
| New | +$7.08M | 0.05% | 332 |
|
|
2018
Q4 | – | Sell |
-5,243
| Closed | -$250K | – | 1285 |
|
|
2018
Q3 | $250K | Buy |
5,243
+652
| +14% | +$29.3K | ﹤0.01% | 1179 |
|
|
2018
Q2 | $215K | Buy |
+4,591
| New | +$190K | ﹤0.01% | 1206 |
|
|
2017
Q4 | – | Sell |
-6,469
| Closed | -$296K | – | 1311 |
|
|
2017
Q3 | $296K | Buy |
6,469
+1,642
| +34% | +$72.4K | ﹤0.01% | 1118 |
|
|
2017
Q2 | $231K | Sell |
4,827
-4,276
| -47% | -$211K | ﹤0.01% | 1161 |
|
|
2017
Q1 | $468K | Sell |
9,103
-5,229
| -36% | -$294K | ﹤0.01% | 923 |
|
|
2016
Q4 | $910K | Sell |
14,332
-3,820
| -21% | -$241K | 0.01% | 778 |
|
|
2016
Q3 | $1.16M | Buy |
18,152
+9,998
| +123% | +$546K | 0.01% | 735 |
|
|
2016
Q2 | $457K | Buy |
8,154
+235
| +3% | +$12.8K | ﹤0.01% | 937 |
|
|
2016
Q1 | $387K | Buy |
7,919
+213
| +3% | +$8.85K | ﹤0.01% | 944 |
|
|
2015
Q4 | $343K | Sell |
7,706
-442
| -5% | -$20.6K | ﹤0.01% | 979 |
|
|
2015
Q3 | $319K | Sell |
8,148
-7,638
| -48% | -$347K | ﹤0.01% | 1041 |
|
|
2015
Q2 | $910K | Buy |
15,786
+1,101
| +7% | +$69.3K | 0.01% | 744 |
|
|
2015
Q1 | $1M | Buy |
14,685
+2,501
| +21% | +$157K | 0.01% | 718 |
|
|
2014
Q4 | $764K | Sell |
12,184
-73,330
| -86% | -$5.22M | 0.01% | 707 |
|
|
2014
Q3 | $8.03M | Buy |
85,514
+5,646
| +7% | +$559K | 0.14% | 177 |
|
|
2014
Q2 | $8.04M | Sell |
79,868
-313
| -0.4% | -$28.3K | 0.15% | 178 |
|
|
2014
Q1 | $6.65M | Buy |
80,181
+36,641
| +84% | +$3.01M | 0.14% | 172 |
|
|
2013
Q4 | $3.74M | Sell |
43,540
-14,964
| -26% | -$1.33M | 0.13% | 169 |
|
|
2013
Q3 | $4.98M | Sell |
58,504
-20,310
| -26% | -$1.69M | 0.16% | 147 |
|
|
2013
Q2 | $6.61M | Buy |
+78,814
| New | +$6.26M | 0.18% | 148 |
|
Other funds holding APA
VCM
VPM
