United Capital Financial Advisors’s Alibaba BABA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $769K | Buy |
6,128
+403
| +7% | +$60.6K | ﹤0.01% | 873 |
|
|
2025
Q4 | $839K | Buy |
5,725
+507
| +10% | +$82.6K | 0.01% | 799 |
|
|
2025
Q3 | $933K | Buy |
5,218
+160
| +3% | +$21K | 0.01% | 664 |
|
|
2025
Q2 | $574K | Sell |
5,058
-149
| -3% | -$17.6K | ﹤0.01% | 747 |
|
|
2025
Q1 | $688K | Buy |
5,207
+274
| +6% | +$31.6K | 0.01% | 654 |
|
|
2024
Q4 | $418K | Buy |
4,933
+59
| +1% | +$5.57K | ﹤0.01% | 784 |
|
|
2024
Q3 | $517K | Buy |
4,874
+215
| +5% | +$17.6K | ﹤0.01% | 715 |
|
|
2024
Q2 | $335K | Sell |
4,659
-392
| -8% | -$30.1K | ﹤0.01% | 810 |
|
|
2024
Q1 | $366K | Sell |
5,051
-229
| -4% | -$16.8K | ﹤0.01% | 823 |
|
|
2023
Q4 | $409K | Buy |
+5,280
| New | +$421K | ﹤0.01% | 775 |
|
|
2023
Q3 | – | Sell |
-2,939
| Closed | -$245K | – | 841 |
|
|
2023
Q2 | $245K | Buy |
2,939
+555
| +23% | +$48.6K | ﹤0.01% | 816 |
|
|
2023
Q1 | $244K | Buy |
+2,384
| New | +$239K | ﹤0.01% | 876 |
|
|
2022
Q4 | – | Sell |
-6,559
| Closed | -$525K | – | 1044 |
|
|
2022
Q3 | $525K | Buy |
6,559
+909
| +16% | +$86.6K | ﹤0.01% | 747 |
|
|
2022
Q2 | $642K | Sell |
5,650
-103
| -2% | -$10.1K | ﹤0.01% | 733 |
|
|
2022
Q1 | $626K | Sell |
5,753
-1,818
| -24% | -$209K | ﹤0.01% | 784 |
|
|
2021
Q4 | $899K | Sell |
7,571
-4,790
| -39% | -$698K | ﹤0.01% | 701 |
|
|
2021
Q3 | $1.83M | Sell |
12,361
-3,795
| -23% | -$690K | 0.01% | 548 |
|
|
2021
Q2 | $3.66M | Sell |
16,156
-32,774
| -67% | -$7.28M | 0.02% | 425 |
|
|
2021
Q1 | $11.1M | Sell |
48,930
-3,690
| -7% | -$906K | 0.06% | 245 |
|
|
2020
Q4 | $12.2M | Sell |
52,620
-27,222
| -34% | -$7.56M | 0.07% | 236 |
|
|
2020
Q3 | $23.5M | Sell |
79,842
-15,226
| -16% | -$4.01M | 0.15% | 153 |
|
|
2020
Q2 | $20.5M | Buy |
95,068
+11,113
| +13% | +$2.31M | 0.15% | 151 |
|
|
2020
Q1 | $15.8M | Buy |
83,955
+29,458
| +54% | +$6.15M | 0.13% | 170 |
|
|
2019
Q4 | $11.6M | Buy |
54,497
+13,032
| +31% | +$2.45M | 0.07% | 288 |
|
|
2019
Q3 | $6.93M | Sell |
41,465
-751
| -2% | -$129K | 0.05% | 340 |
|
|
2019
Q2 | $7.15M | Buy |
42,216
+21,557
| +104% | +$3.72M | 0.05% | 350 |
|
|
2019
Q1 | $3.77M | Sell |
20,659
-9,458
| -31% | -$1.59M | 0.03% | 461 |
|
|
2018
Q4 | $4.13M | Sell |
30,117
-3,559
| -11% | -$526K | 0.03% | 411 |
|
|
2018
Q3 | $5.55M | Sell |
33,676
-21,026
| -38% | -$3.72M | 0.04% | 414 |
|
|
2018
Q2 | $10.1M | Sell |
54,702
-5,000
| -8% | -$953K | 0.08% | 297 |
|
|
2018
Q1 | $11M | Buy |
59,702
+15,491
| +35% | +$2.92M | 0.08% | 273 |
|
|
2017
Q4 | $7.62M | Sell |
44,211
-4,622
| -9% | -$828K | 0.06% | 338 |
|
|
2017
Q3 | $8.43M | Sell |
48,833
-1,169
| -2% | -$190K | 0.07% | 305 |
|
|
2017
Q2 | $7.04M | Buy |
50,002
+5,108
| +11% | +$631K | 0.06% | 323 |
|
|
2017
Q1 | $4.84M | Buy |
44,894
+1,015
| +2% | +$103K | 0.05% | 369 |
|
|
2016
Q4 | $3.85M | Sell |
43,879
-1,558
| -3% | -$150K | 0.04% | 422 |
|
|
2016
Q3 | $4.81M | Sell |
45,437
-488
| -1% | -$45.2K | 0.05% | 387 |
|
|
2016
Q2 | $3.67M | Buy |
45,925
+26,975
| +142% | +$2.11M | 0.04% | 427 |
|
|
2016
Q1 | $1.5M | Sell |
18,950
-33,218
| -64% | -$2.34M | 0.02% | 599 |
|
|
2015
Q4 | $4.24M | Buy |
52,168
+24,292
| +87% | +$1.91M | 0.05% | 366 |
|
|
2015
Q3 | $1.64M | Buy |
27,876
+2,498
| +10% | +$182K | 0.02% | 563 |
|
|
2015
Q2 | $2.09M | Buy |
25,378
+697
| +3% | +$59.9K | 0.02% | 556 |
|
|
2015
Q1 | $2.01M | Buy |
24,681
+12,896
| +109% | +$1.16M | 0.02% | 552 |
|
|
2014
Q4 | $1.23M | Buy |
+11,785
| New | +$1.21M | 0.02% | 599 |
|
Other funds holding BABA
