United Capital Financial Advisors’s ArrowMark Financial BANX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $429K | Sell |
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|
2023
Q2 | $775K | Hold |
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|
2023
Q1 | $837K | Buy |
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|
2022
Q4 | $656K | Hold |
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|
2022
Q3 | $665K | Sell |
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|
2022
Q2 | $931K | Hold |
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|
2022
Q1 | $1.04M | Hold |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.31M | Sell |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.79M | Sell |
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|
2020
Q3 | $2.12M | Sell |
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|
2020
Q2 | $1.94M | Sell |
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|
2020
Q1 | $3.07M | Sell |
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|
2019
Q4 | $3.65M | Sell |
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|
2019
Q3 | $3.74M | Sell |
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|
2019
Q2 | $3.81M | Hold |
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|
2019
Q1 | $3.74M | Sell |
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|
2018
Q4 | $3.62M | Buy |
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|
2018
Q3 | $4M | Sell |
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|
2018
Q2 | $4.64M | Sell |
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|
2018
Q1 | $4.56M | Buy |
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|
2017
Q4 | $4.09M | Sell |
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|
2017
Q3 | $4.22M | Sell |
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|
2017
Q2 | $4.33M | Sell |
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|
2017
Q1 | $4.38M | Sell |
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|
2016
Q4 | $4.08M | Sell |
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|
2016
Q3 | $4.08M | Hold |
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|
2016
Q2 | $3.93M | Sell |
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|
2016
Q1 | $3.81M | Sell |
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|
2015
Q4 | $4.3M | Sell |
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|
2015
Q3 | $4.47M | Sell |
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|
2015
Q2 | $4.71M | Sell |
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|
2015
Q1 | $4.86M | Buy |
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|
2014
Q4 | $5.27M | Buy |
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|
2014
Q3 | $4.87M | Sell |
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|
2014
Q2 | $5.34M | Buy |
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|
2014
Q1 | $5.1M | Sell |
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|
2013
Q4 | $5.14M | Buy |
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