United Capital Financial Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
43,549
-1,095
| -2% | -$20.4K | 0.01% | 642 |
|
|
2025
Q1 | $686K | Sell |
44,644
-1,208
| -3% | -$18.6K | 0.01% | 650 |
|
|
2024
Q4 | $609K | Buy |
45,852
+209
| +0.5% | +$2.78K | 0.01% | 677 |
|
|
2024
Q3 | $555K | Buy |
45,643
+1,618
| +4% | +$19.7K | ﹤0.01% | 702 |
|
|
2024
Q2 | $472K | Buy |
44,025
+712
| +2% | +$7.63K | ﹤0.01% | 715 |
|
|
2024
Q1 | $409K | Buy |
43,313
+4,234
| +11% | +$40K | ﹤0.01% | 782 |
|
|
2023
Q4 | $308K | Buy |
+39,079
| New | +$308K | ﹤0.01% | 854 |
|
|
2023
Q2 | – | Sell |
-13,491
| Closed | -$97K | – | 897 |
|
|
2023
Q1 | $97K | Buy |
+13,491
| New | +$97K | ﹤0.01% | 941 |
|
|
2020
Q1 | – | Sell |
-26,878
| Closed | -$256K | – | 1196 |
|
|
2019
Q4 | $256K | Buy |
+26,878
| New | +$256K | ﹤0.01% | 1185 |
|
|
2019
Q3 | – | Sell |
-30,682
| Closed | -$229K | – | 1312 |
|
|
2019
Q2 | $229K | Sell |
30,682
-184
| -0.6% | -$1.37K | ﹤0.01% | 1305 |
|
|
2019
Q1 | $242K | Buy |
30,866
+1,177
| +4% | +$9.23K | ﹤0.01% | 1188 |
|
|
2018
Q4 | $214K | Buy |
29,689
+313
| +1% | +$2.26K | ﹤0.01% | 1182 |
|
|
2018
Q3 | $251K | Buy |
29,376
+299
| +1% | +$2.56K | ﹤0.01% | 1176 |
|
|
2018
Q2 | $279K | Buy |
29,077
+1,163
| +4% | +$11.2K | ﹤0.01% | 1105 |
|
|
2018
Q1 | $315K | Sell |
27,914
-527
| -2% | -$5.95K | ﹤0.01% | 1078 |
|
|
2017
Q4 | $296K | Sell |
28,441
-2,005
| -7% | -$20.9K | ﹤0.01% | 1120 |
|
|
2017
Q3 | $301K | Buy |
30,446
+501
| +2% | +$4.95K | ﹤0.01% | 1112 |
|
|
2017
Q2 | $302K | Buy |
29,945
+4,076
| +16% | +$41.1K | ﹤0.01% | 1069 |
|
|
2017
Q1 | $277K | Buy |
25,869
+1,692
| +7% | +$18.1K | ﹤0.01% | 1070 |
|
|
2016
Q4 | $251K | Sell |
24,177
-3,099
| -11% | -$32.2K | ﹤0.01% | 1107 |
|
|
2016
Q3 | $224K | Buy |
27,276
+10,212
| +60% | +$83.9K | ﹤0.01% | 1160 |
|
|
2016
Q2 | $128K | Buy |
+17,064
| New | +$128K | ﹤0.01% | 1205 |
|
|
2016
Q1 | – | Sell |
-49,442
| Closed | -$601K | – | 1219 |
|
|
2015
Q4 | $601K | Buy |
+49,442
| New | +$601K | 0.01% | 843 |
|
|
2015
Q3 | – | Sell |
-39,091
| Closed | -$600K | – | 1245 |
|
|
2015
Q2 | $600K | Buy |
39,091
+6,573
| +20% | +$101K | 0.01% | 850 |
|
|
2015
Q1 | $476K | Sell |
32,518
-64,120
| -66% | -$939K | 0.01% | 908 |
|
|
2014
Q4 | $1.35M | Sell |
96,638
-10,108
| -9% | -$141K | 0.02% | 570 |
|
|
2014
Q3 | $1.47M | Sell |
106,746
-81,298
| -43% | -$1.12M | 0.03% | 512 |
|
|
2014
Q2 | $2.54M | Buy |
188,044
+31,644
| +20% | +$428K | 0.05% | 362 |
|
|
2014
Q1 | $2.27M | Buy |
156,400
+135,314
| +642% | +$1.97M | 0.05% | 339 |
|
|
2013
Q4 | $354K | Sell |
21,086
-13,507
| -39% | -$227K | 0.01% | 499 |
|
|
2013
Q3 | $545K | Sell |
34,593
-7,130
| -17% | -$112K | 0.02% | 426 |
|
|
2013
Q2 | $609K | Buy |
+41,723
| New | +$609K | 0.02% | 477 |
|