United Capital Financial Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
14,154
-1,436
| -9% | -$85.7K | 0.01% | 633 |
|
|
2025
Q1 | $921K | Buy |
15,590
+71
| +0.5% | +$4.19K | 0.01% | 578 |
|
|
2024
Q4 | $960K | Sell |
15,519
-465
| -3% | -$28.8K | 0.01% | 554 |
|
|
2024
Q3 | $958K | Sell |
15,984
-681
| -4% | -$40.8K | 0.01% | 551 |
|
|
2024
Q2 | $851K | Sell |
16,665
-1,568
| -9% | -$80K | 0.01% | 565 |
|
|
2024
Q1 | $1M | Sell |
18,233
-2,073
| -10% | -$114K | 0.01% | 554 |
|
|
2023
Q4 | $1.13M | Buy |
20,306
+15,217
| +299% | +$849K | 0.01% | 527 |
|
|
2023
Q3 | $211K | Sell |
5,089
-112
| -2% | -$4.65K | ﹤0.01% | 788 |
|
|
2023
Q2 | $220K | Sell |
5,201
-2,743
| -35% | -$116K | ﹤0.01% | 832 |
|
|
2023
Q1 | $345K | Sell |
7,944
-573
| -7% | -$24.9K | ﹤0.01% | 786 |
|
|
2022
Q4 | $569K | Sell |
8,517
-345
| -4% | -$23.1K | ﹤0.01% | 733 |
|
|
2022
Q3 | $630K | Buy |
8,862
+117
| +1% | +$8.32K | ﹤0.01% | 713 |
|
|
2022
Q2 | $642K | Buy |
8,745
+214
| +3% | +$15.7K | ﹤0.01% | 734 |
|
|
2022
Q1 | $771K | Sell |
8,531
-190
| -2% | -$17.2K | ﹤0.01% | 721 |
|
|
2021
Q4 | $759K | Buy |
8,721
+11
| +0.1% | +$957 | ﹤0.01% | 749 |
|
|
2021
Q3 | $701K | Buy |
8,710
+321
| +4% | +$25.8K | ﹤0.01% | 765 |
|
|
2021
Q2 | $598K | Sell |
8,389
-20
| -0.2% | -$1.43K | ﹤0.01% | 821 |
|
|
2021
Q1 | $603K | Buy |
8,409
+1,856
| +28% | +$133K | ﹤0.01% | 799 |
|
|
2020
Q4 | $366K | Buy |
6,553
+16
| +0.2% | +$894 | ﹤0.01% | 934 |
|
|
2020
Q3 | $250K | Buy |
6,537
+731
| +13% | +$28K | ﹤0.01% | 1006 |
|
|
2020
Q2 | $221K | Buy |
+5,806
| New | +$221K | ﹤0.01% | 1066 |
|
|
2020
Q1 | – | Sell |
-10,448
| Closed | -$750K | – | 1218 |
|
|
2019
Q4 | $750K | Buy |
10,448
+4,758
| +84% | +$342K | ﹤0.01% | 873 |
|
|
2019
Q3 | $375K | Sell |
5,690
-3,258
| -36% | -$215K | ﹤0.01% | 1018 |
|
|
2019
Q2 | $650K | Sell |
8,948
-264
| -3% | -$19.2K | ﹤0.01% | 944 |
|
|
2019
Q1 | $675K | Buy |
9,212
+294
| +3% | +$21.5K | ﹤0.01% | 887 |
|
|
2018
Q4 | $613K | Buy |
8,918
+1,799
| +25% | +$124K | ﹤0.01% | 849 |
|
|
2018
Q3 | $642K | Buy |
7,119
+37
| +0.5% | +$3.34K | ﹤0.01% | 907 |
|
|
2018
Q2 | $644K | Buy |
7,082
+198
| +3% | +$18K | ﹤0.01% | 873 |
|
|
2018
Q1 | $660K | Buy |
6,884
+298
| +5% | +$28.6K | 0.01% | 880 |
|
|
2017
Q4 | $572K | Buy |
6,586
+321
| +5% | +$27.9K | ﹤0.01% | 926 |
|
|
2017
Q3 | $478K | Buy |
6,265
+40
| +0.6% | +$3.05K | ﹤0.01% | 971 |
|
|
2017
Q2 | $456K | Sell |
6,225
-95
| -2% | -$6.96K | ﹤0.01% | 944 |
|
|
2017
Q1 | $433K | Buy |
6,320
+53
| +0.8% | +$3.63K | ﹤0.01% | 946 |
|
|
2016
Q4 | $427K | Buy |
6,267
+410
| +7% | +$27.9K | ﹤0.01% | 966 |
|
|
2016
Q3 | $277K | Buy |
5,857
+146
| +3% | +$6.91K | ﹤0.01% | 1097 |
|
|
2016
Q2 | $234K | Sell |
5,711
-504
| -8% | -$20.7K | ﹤0.01% | 1119 |
|
|
2016
Q1 | $235K | Buy |
+6,215
| New | +$235K | ﹤0.01% | 1079 |
|