United Capital Financial Advisors’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
1,388
+37
| +3% | +$8.63K | ﹤0.01% | 887 |
|
|
2025
Q1 | $306K | Sell |
1,351
-48
| -3% | -$10.9K | ﹤0.01% | 874 |
|
|
2024
Q4 | $273K | Sell |
1,399
-26
| -2% | -$5.08K | ﹤0.01% | 905 |
|
|
2024
Q3 | $292K | Sell |
1,425
-1
| -0.1% | -$205 | ﹤0.01% | 883 |
|
|
2024
Q2 | $243K | Buy |
1,426
+89
| +7% | +$15.1K | ﹤0.01% | 917 |
|
|
2024
Q1 | $246K | Sell |
1,337
-64
| -5% | -$11.8K | ﹤0.01% | 937 |
|
|
2023
Q4 | $250K | Buy |
+1,401
| New | +$250K | ﹤0.01% | 928 |
|
|
2021
Q3 | – | Sell |
-2,092
| Closed | -$249K | – | 1200 |
|
|
2021
Q2 | $249K | Sell |
2,092
-321
| -13% | -$38.2K | ﹤0.01% | 1068 |
|
|
2021
Q1 | $238K | Sell |
2,413
-206
| -8% | -$20.3K | ﹤0.01% | 1055 |
|
|
2020
Q4 | $244K | Sell |
2,619
-260
| -9% | -$24.2K | ﹤0.01% | 1062 |
|
|
2020
Q3 | $253K | Buy |
+2,879
| New | +$253K | ﹤0.01% | 1001 |
|
|
2016
Q3 | – | Sell |
-4,208
| Closed | -$282K | – | 1265 |
|
|
2016
Q2 | $282K | Buy |
+4,208
| New | +$282K | ﹤0.01% | 1055 |
|