United Capital Financial Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
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|
2025
Q1 | $686K | Sell |
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|
2024
Q4 | $609K | Buy |
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|
2024
Q3 | $555K | Buy |
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|
2024
Q2 | $472K | Buy |
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|
2024
Q1 | $409K | Buy |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $97K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $229K | Sell |
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|
2019
Q1 | $242K | Buy |
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|
2018
Q4 | $214K | Buy |
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|
2018
Q3 | $251K | Buy |
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|
2018
Q2 | $279K | Buy |
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|
2018
Q1 | $315K | Sell |
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|
2017
Q4 | $296K | Sell |
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|
2017
Q3 | $301K | Buy |
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|
2017
Q2 | $302K | Buy |
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|
2017
Q1 | $277K | Buy |
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|
2016
Q4 | $251K | Sell |
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|
2016
Q3 | $224K | Buy |
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|
2016
Q2 | $128K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $601K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $600K | Buy |
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|
2015
Q1 | $476K | Sell |
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|
2014
Q4 | $1.35M | Sell |
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|
2014
Q3 | $1.47M | Sell |
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|
2014
Q2 | $2.54M | Buy |
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|
2014
Q1 | $2.27M | Buy |
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|
2013
Q4 | $354K | Sell |
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|
2013
Q3 | $545K | Sell |
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|
2013
Q2 | $609K | Buy |
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