United Capital Financial Advisors’s Carnival Corp CCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Buy |
30,597
+2,194
| +8% | +$61.7K | 0.01% | 626 |
|
|
2025
Q1 | $555K | Buy |
28,403
+2,739
| +11% | +$53.5K | ﹤0.01% | 708 |
|
|
2024
Q4 | $640K | Buy |
25,664
+1,642
| +7% | +$40.9K | 0.01% | 665 |
|
|
2024
Q3 | $444K | Buy |
24,022
+2,033
| +9% | +$37.6K | ﹤0.01% | 752 |
|
|
2024
Q2 | $412K | Buy |
21,989
+2,267
| +11% | +$42.4K | ﹤0.01% | 751 |
|
|
2024
Q1 | $322K | Buy |
19,722
+376
| +2% | +$6.14K | ﹤0.01% | 850 |
|
|
2023
Q4 | $359K | Buy |
+19,346
| New | +$359K | ﹤0.01% | 811 |
|
|
2022
Q4 | – | Sell |
-21,699
| Closed | -$153K | – | 1051 |
|
|
2022
Q3 | $153K | Buy |
21,699
+757
| +4% | +$5.34K | ﹤0.01% | 1040 |
|
|
2022
Q2 | $181K | Buy |
20,942
+4,052
| +24% | +$35K | ﹤0.01% | 1069 |
|
|
2022
Q1 | $342K | Sell |
16,890
-1,227
| -7% | -$24.8K | ﹤0.01% | 949 |
|
|
2021
Q4 | $365K | Sell |
18,117
-171
| -0.9% | -$3.45K | ﹤0.01% | 954 |
|
|
2021
Q3 | $457K | Buy |
18,288
+1,608
| +10% | +$40.2K | ﹤0.01% | 877 |
|
|
2021
Q2 | $440K | Buy |
16,680
+434
| +3% | +$11.4K | ﹤0.01% | 889 |
|
|
2021
Q1 | $431K | Buy |
16,246
+2,001
| +14% | +$53.1K | ﹤0.01% | 885 |
|
|
2020
Q4 | $309K | Buy |
14,245
+979
| +7% | +$21.2K | ﹤0.01% | 979 |
|
|
2020
Q3 | $201K | Buy |
13,266
+83
| +0.6% | +$1.26K | ﹤0.01% | 1069 |
|
|
2020
Q2 | $216K | Buy |
13,183
+3,082
| +31% | +$50.5K | ﹤0.01% | 1078 |
|
|
2020
Q1 | $133K | Buy |
10,101
+4,200
| +71% | +$55.3K | ﹤0.01% | 1101 |
|
|
2019
Q4 | $300K | Sell |
5,901
-8,822
| -60% | -$449K | ﹤0.01% | 1123 |
|
|
2019
Q3 | $644K | Sell |
14,723
-24,634
| -63% | -$1.08M | ﹤0.01% | 866 |
|
|
2019
Q2 | $1.83M | Sell |
39,357
-1,505
| -4% | -$70.1K | 0.01% | 640 |
|
|
2019
Q1 | $2.07M | Sell |
40,862
-1,596
| -4% | -$81K | 0.01% | 576 |
|
|
2018
Q4 | $2.09M | Buy |
42,458
+2,208
| +5% | +$109K | 0.02% | 547 |
|
|
2018
Q3 | $2.57M | Buy |
40,250
+5,051
| +14% | +$322K | 0.02% | 552 |
|
|
2018
Q2 | $2.02M | Buy |
35,199
+1,294
| +4% | +$74.2K | 0.02% | 589 |
|
|
2018
Q1 | $2.22M | Buy |
33,905
+7,968
| +31% | +$523K | 0.02% | 561 |
|
|
2017
Q4 | $1.72M | Buy |
25,937
+18,472
| +247% | +$1.23M | 0.01% | 631 |
|
|
2017
Q3 | $482K | Buy |
7,465
+448
| +6% | +$28.9K | ﹤0.01% | 968 |
|
|
2017
Q2 | $460K | Buy |
7,017
+1,907
| +37% | +$125K | ﹤0.01% | 942 |
|
|
2017
Q1 | $301K | Buy |
+5,110
| New | +$301K | ﹤0.01% | 1045 |
|
|
2016
Q4 | – | Sell |
-10,216
| Closed | -$499K | – | 1259 |
|
|
2016
Q3 | $499K | Sell |
10,216
-29,334
| -74% | -$1.43M | ﹤0.01% | 970 |
|
|
2016
Q2 | $1.74M | Sell |
39,550
-23,871
| -38% | -$1.05M | 0.02% | 586 |
|
|
2016
Q1 | $3.35M | Sell |
63,421
-21,795
| -26% | -$1.15M | 0.04% | 424 |
|
|
2015
Q4 | $4.64M | Buy |
85,216
+50,900
| +148% | +$2.77M | 0.05% | 346 |
|
|
2015
Q3 | $1.71M | Sell |
34,316
-116
| -0.3% | -$5.77K | 0.02% | 556 |
|
|
2015
Q2 | $1.7M | Buy |
34,432
+551
| +2% | +$27.2K | 0.02% | 604 |
|
|
2015
Q1 | $1.49M | Sell |
33,881
-12,524
| -27% | -$551K | 0.02% | 631 |
|
|
2014
Q4 | $2.1M | Buy |
46,405
+1,386
| +3% | +$62.8K | 0.03% | 460 |
|
|
2014
Q3 | $1.81M | Buy |
+45,019
| New | +$1.81M | 0.03% | 460 |
|