United Capital Financial Advisors’s Commercial Metals CMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$221K	Sell	3,595 -401	-10%	-$29K	﹤0.01%	1513
2025 Q4	$277K	Buy	+3,996	New	+$250K	﹤0.01%	1204
2020 Q3	–	Sell	-30,295	Closed	-$618K	–	1167
2020 Q2	$618K	Sell	30,295 -8,173	-21%	-$140K	﹤0.01%	796
2020 Q1	$607K	Sell	38,468 -9,755	-20%	-$186K	0.01%	759
2019 Q4	$1.07M	Sell	48,223 -88,804	-65%	-$1.8M	0.01%	749
2019 Q3	$2.38M	Buy	137,027 +949	+0.7%	+$16.2K	0.02%	558
2019 Q2	$2.43M	Buy	136,078 +15,444	+13%	+$253K	0.02%	563
2019 Q1	$2.06M	Sell	120,634 -4,214	-3%	-$69.6K	0.01%	584
2018 Q4	$2M	Sell	124,848 -12,782	-9%	-$238K	0.02%	565
2018 Q3	$2.82M	Buy	137,630 +4,552	+3%	+$98K	0.02%	542
2018 Q2	$2.81M	Buy	133,078 +107,226	+415%	+$2.39M	0.02%	520
2018 Q1	$529K	Buy	25,852 +777	+3%	+$18.9K	﹤0.01%	942
2017 Q4	$535K	Sell	25,075 -237	-0.9%	-$4.72K	﹤0.01%	942
2017 Q3	$482K	Buy	+25,312	New	+$475K	﹤0.01%	969
2014 Q4	–	Sell	-54,229	Closed	-$926K	–	1152
2014 Q3	$926K	Buy	+54,229	New	+$952K	0.02%	623