United Capital Financial Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Sell |
15,848
-81
| -0.5% | -$85K | 0.13% | 131 |
|
|
2025
Q1 | $15.1M | Sell |
15,929
-1,487
| -9% | -$1.41M | 0.13% | 132 |
|
|
2024
Q4 | $17.9M | Sell |
17,416
-5,761
| -25% | -$5.91M | 0.15% | 124 |
|
|
2024
Q3 | $22M | Sell |
23,177
-1,132
| -5% | -$1.07M | 0.18% | 107 |
|
|
2024
Q2 | $19.1M | Sell |
24,309
-3,168
| -12% | -$2.49M | 0.16% | 122 |
|
|
2024
Q1 | $22.9M | Sell |
27,477
-1,452
| -5% | -$1.21M | 0.19% | 111 |
|
|
2023
Q4 | $23.5M | Sell |
28,929
-25,135
| -46% | -$20.4M | 0.19% | 111 |
|
|
2023
Q3 | $35M | Sell |
54,064
-3,779
| -7% | -$2.44M | 0.23% | 92 |
|
|
2023
Q2 | $40M | Sell |
57,843
-1,459
| -2% | -$1.01M | 0.22% | 90 |
|
|
2023
Q1 | $39.7M | Buy |
59,302
+144
| +0.2% | +$96.4K | 0.22% | 88 |
|
|
2022
Q4 | $41.9M | Buy |
59,158
+859
| +1% | +$609K | 0.24% | 87 |
|
|
2022
Q3 | $32.1M | Buy |
58,299
+1,219
| +2% | +$671K | 0.19% | 108 |
|
|
2022
Q2 | $34.8M | Buy |
57,080
+345
| +0.6% | +$210K | 0.19% | 108 |
|
|
2022
Q1 | $43.4M | Sell |
56,735
-2,221
| -4% | -$1.7M | 0.21% | 95 |
|
|
2021
Q4 | $54M | Buy |
58,956
+258
| +0.4% | +$236K | 0.25% | 82 |
|
|
2021
Q3 | $49.2M | Buy |
58,698
+31
| +0.1% | +$26K | 0.25% | 80 |
|
|
2021
Q2 | $51.3M | Sell |
58,667
-2,052
| -3% | -$1.8M | 0.26% | 78 |
|
|
2021
Q1 | $45.8M | Sell |
60,719
-48
| -0.1% | -$36.2K | 0.25% | 87 |
|
|
2020
Q4 | $43.8M | Sell |
60,767
-1,157
| -2% | -$835K | 0.26% | 83 |
|
|
2020
Q3 | $34.9M | Sell |
61,924
-6,241
| -9% | -$3.52M | 0.23% | 101 |
|
|
2020
Q2 | $37.1M | Buy |
68,165
+245
| +0.4% | +$133K | 0.27% | 84 |
|
|
2020
Q1 | $29.9M | Sell |
67,920
-7,756
| -10% | -$3.41M | 0.25% | 92 |
|
|
2019
Q4 | $38M | Buy |
75,676
+11,332
| +18% | +$5.7M | 0.25% | 93 |
|
|
2019
Q3 | $28.7M | Sell |
64,344
-939
| -1% | -$418K | 0.2% | 109 |
|
|
2019
Q2 | $30.6M | Buy |
65,283
+1,959
| +3% | +$919K | 0.2% | 111 |
|
|
2019
Q1 | $27.1M | Buy |
63,324
+5,507
| +10% | +$2.35M | 0.19% | 115 |
|
|
2018
Q4 | $22.7M | Buy |
57,817
+33,136
| +134% | +$13M | 0.18% | 120 |
|
|
2018
Q3 | $11.6M | Sell |
24,681
-234
| -0.9% | -$110K | 0.08% | 264 |
|
|
2018
Q2 | $12.4M | Sell |
24,915
-1,945
| -7% | -$971K | 0.09% | 254 |
|
|
2018
Q1 | $14.6M | Buy |
26,860
+3,902
| +17% | +$2.11M | 0.11% | 206 |
|
|
2017
Q4 | $11.9M | Sell |
22,958
-326
| -1% | -$169K | 0.09% | 263 |
|
|
2017
Q3 | $10.4M | Sell |
23,284
-365
| -2% | -$163K | 0.09% | 271 |
|
|
2017
Q2 | $9.99M | Sell |
23,649
-505
| -2% | -$213K | 0.09% | 267 |
|
|
2017
Q1 | $9.26M | Sell |
24,154
-458
| -2% | -$176K | 0.09% | 277 |
|
|
2016
Q4 | $9.37M | Buy |
24,612
+701
| +3% | +$267K | 0.09% | 273 |
|
|
2016
Q3 | $8.67M | Buy |
23,911
+4,249
| +22% | +$1.54M | 0.08% | 293 |
|
|
2016
Q2 | $6.74M | Buy |
19,662
+49
| +0.2% | +$16.8K | 0.07% | 319 |
|
|
2016
Q1 | $6.68M | Sell |
19,613
-200
| -1% | -$68.1K | 0.07% | 278 |
|
|
2015
Q4 | $6.75M | Sell |
19,813
-25
| -0.1% | -$8.51K | 0.08% | 276 |
|
|
2015
Q3 | $5.9M | Buy |
19,838
+42
| +0.2% | +$12.5K | 0.07% | 284 |
|
|
2015
Q2 | $6.85M | Sell |
19,796
-75
| -0.4% | -$25.9K | 0.08% | 284 |
|
|
2015
Q1 | $7.23M | Buy |
19,871
+377
| +2% | +$137K | 0.09% | 274 |
|
|
2014
Q4 | $6.97M | Buy |
19,494
+3,131
| +19% | +$1.12M | 0.1% | 217 |
|
|
2014
Q3 | $5.37M | Sell |
16,363
-616
| -4% | -$202K | 0.09% | 241 |
|
|
2014
Q2 | $5.43M | Sell |
16,979
-184
| -1% | -$58.8K | 0.1% | 221 |
|
|
2014
Q1 | $5.4M | Buy |
17,163
+63
| +0.4% | +$19.8K | 0.12% | 201 |
|
|
2013
Q4 | $5.41M | Sell |
17,100
-418
| -2% | -$132K | 0.18% | 141 |
|
|
2013
Q3 | $4.74M | Buy |
17,518
+217
| +1% | +$58.7K | 0.15% | 153 |
|
|
2013
Q2 | $4.44M | Buy |
+17,301
| New | +$4.44M | 0.12% | 206 |
|