United Capital Financial Advisors’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
10,635
-712
| -6% | -$15.8K | ﹤0.01% | 987 |
|
|
2025
Q1 | $261K | Buy |
+11,347
| New | +$261K | ﹤0.01% | 924 |
|
|
2024
Q4 | – | Sell |
-10,453
| Closed | -$364K | – | 1055 |
|
|
2024
Q3 | $364K | Sell |
10,453
-224
| -2% | -$7.8K | ﹤0.01% | 815 |
|
|
2024
Q2 | $346K | Sell |
10,677
-277
| -3% | -$8.97K | ﹤0.01% | 793 |
|
|
2024
Q1 | $372K | Sell |
10,954
-428
| -4% | -$14.5K | ﹤0.01% | 806 |
|
|
2023
Q4 | $448K | Buy |
+11,382
| New | +$448K | ﹤0.01% | 749 |
|
|
2022
Q4 | – | Sell |
-8,053
| Closed | -$338K | – | 1045 |
|
|
2022
Q3 | $338K | Buy |
+8,053
| New | +$338K | ﹤0.01% | 870 |
|
|
2021
Q2 | – | Sell |
-4,776
| Closed | -$216K | – | 1214 |
|
|
2021
Q1 | $216K | Sell |
4,776
-2,327
| -33% | -$105K | ﹤0.01% | 1093 |
|
|
2020
Q4 | $304K | Sell |
7,103
-56,392
| -89% | -$2.41M | ﹤0.01% | 989 |
|
|
2020
Q3 | $2.63M | Sell |
63,495
-23,203
| -27% | -$962K | 0.02% | 443 |
|
|
2020
Q2 | $3.62M | Sell |
86,698
-2,166
| -2% | -$90.5K | 0.03% | 414 |
|
|
2020
Q1 | $3.63M | Sell |
88,864
-4,047
| -4% | -$165K | 0.03% | 390 |
|
|
2019
Q4 | $4.31M | Buy |
92,911
+4,036
| +5% | +$187K | 0.03% | 446 |
|
|
2019
Q3 | $4.3M | Sell |
88,875
-29,199
| -25% | -$1.41M | 0.03% | 442 |
|
|
2019
Q2 | $5.37M | Buy |
118,074
+17,690
| +18% | +$805K | 0.04% | 411 |
|
|
2019
Q1 | $4.46M | Buy |
100,384
+3,039
| +3% | +$135K | 0.03% | 437 |
|
|
2018
Q4 | $3.85M | Sell |
97,345
-13,020
| -12% | -$514K | 0.03% | 426 |
|
|
2018
Q3 | $4.47M | Buy |
110,365
+5,785
| +6% | +$234K | 0.03% | 452 |
|
|
2018
Q2 | $4.22M | Buy |
104,580
+5,626
| +6% | +$227K | 0.03% | 446 |
|
|
2018
Q1 | $4.26M | Buy |
98,954
+9,599
| +11% | +$413K | 0.03% | 435 |
|
|
2017
Q4 | $4.29M | Buy |
89,355
+6,068
| +7% | +$291K | 0.03% | 436 |
|
|
2017
Q3 | $3.9M | Buy |
83,287
+6,471
| +8% | +$303K | 0.03% | 432 |
|
|
2017
Q2 | $4.49M | Sell |
76,816
-60,440
| -44% | -$3.53M | 0.04% | 401 |
|
|
2017
Q1 | $6.08M | Buy |
137,256
+7,361
| +6% | +$326K | 0.06% | 340 |
|
|
2016
Q4 | $5.62M | Buy |
129,895
+4,461
| +4% | +$193K | 0.05% | 350 |
|
|
2016
Q3 | $5.79M | Buy |
125,434
+1,311
| +1% | +$60.5K | 0.06% | 357 |
|
|
2016
Q2 | $5.83M | Buy |
124,123
+5,703
| +5% | +$268K | 0.06% | 338 |
|
|
2016
Q1 | $5.39M | Buy |
118,420
+109,968
| +1,301% | +$5.01M | 0.06% | 319 |
|
|
2015
Q4 | $326K | Sell |
8,452
-1,738
| -17% | -$67K | ﹤0.01% | 992 |
|
|
2015
Q3 | $417K | Sell |
10,190
-2,303
| -18% | -$94.2K | 0.01% | 953 |
|
|
2015
Q2 | $531K | Buy |
+12,493
| New | +$531K | 0.01% | 895 |
|