United Capital Financial Advisors’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Sell |
61,290
-1,391
| -2% | -$383K | 0.14% | 129 |
|
|
2025
Q1 | $16.6M | Sell |
62,681
-14,799
| -19% | -$3.93M | 0.14% | 122 |
|
|
2024
Q4 | $18M | Sell |
77,480
-13,529
| -15% | -$3.14M | 0.15% | 120 |
|
|
2024
Q3 | $20.1M | Sell |
91,009
-3,577
| -4% | -$789K | 0.17% | 124 |
|
|
2024
Q2 | $18.6M | Sell |
94,586
-12,360
| -12% | -$2.43M | 0.16% | 124 |
|
|
2024
Q1 | $23M | Sell |
106,946
-6,248
| -6% | -$1.35M | 0.19% | 110 |
|
|
2023
Q4 | $23.8M | Sell |
113,194
-96,707
| -46% | -$20.4M | 0.2% | 109 |
|
|
2023
Q3 | $42M | Sell |
209,901
-13,745
| -6% | -$2.75M | 0.28% | 77 |
|
|
2023
Q2 | $41.4M | Sell |
223,646
-8,082
| -3% | -$1.5M | 0.23% | 87 |
|
|
2023
Q1 | $44.4M | Buy |
231,728
+7,135
| +3% | +$1.37M | 0.25% | 83 |
|
|
2022
Q4 | $37.8M | Sell |
224,593
-1,644
| -0.7% | -$276K | 0.21% | 97 |
|
|
2022
Q3 | $40.1M | Sell |
226,237
-5,215
| -2% | -$924K | 0.24% | 86 |
|
|
2022
Q2 | $47.4M | Buy |
231,452
+1,842
| +0.8% | +$377K | 0.26% | 80 |
|
|
2022
Q1 | $54.6M | Sell |
229,610
-5,467
| -2% | -$1.3M | 0.27% | 76 |
|
|
2021
Q4 | $53.7M | Buy |
235,077
+2,344
| +1% | +$536K | 0.25% | 83 |
|
|
2021
Q3 | $45M | Buy |
232,733
+1,249
| +0.5% | +$242K | 0.23% | 94 |
|
|
2021
Q2 | $49.2M | Buy |
231,484
+3,509
| +2% | +$746K | 0.25% | 81 |
|
|
2021
Q1 | $46.6M | Buy |
227,975
+4,521
| +2% | +$923K | 0.26% | 84 |
|
|
2020
Q4 | $40.7M | Buy |
223,454
+3,648
| +2% | +$664K | 0.25% | 90 |
|
|
2020
Q3 | $36.8M | Buy |
219,806
+8,859
| +4% | +$1.48M | 0.24% | 96 |
|
|
2020
Q2 | $34.3M | Buy |
210,947
+4,944
| +2% | +$804K | 0.25% | 96 |
|
|
2020
Q1 | $35.6M | Sell |
206,003
-24,355
| -11% | -$4.21M | 0.29% | 75 |
|
|
2019
Q4 | $46.2M | Sell |
230,358
-6,328
| -3% | -$1.27M | 0.3% | 78 |
|
|
2019
Q3 | $50M | Sell |
236,686
-15,083
| -6% | -$3.19M | 0.35% | 60 |
|
|
2019
Q2 | $48.9M | Buy |
251,769
+100,994
| +67% | +$19.6M | 0.32% | 68 |
|
|
2019
Q1 | $24.8M | Sell |
150,775
-11,265
| -7% | -$1.85M | 0.17% | 126 |
|
|
2018
Q4 | $30.5M | Buy |
162,040
+7,092
| +5% | +$1.33M | 0.24% | 91 |
|
|
2018
Q3 | $26.4M | Sell |
154,948
-1,049
| -0.7% | -$179K | 0.19% | 117 |
|
|
2018
Q2 | $25.6M | Sell |
155,997
-4,696
| -3% | -$770K | 0.19% | 121 |
|
|
2018
Q1 | $26M | Buy |
160,693
+18,005
| +13% | +$2.91M | 0.2% | 123 |
|
|
2017
Q4 | $20.9M | Sell |
142,688
-3,777
| -3% | -$553K | 0.16% | 145 |
|
|
2017
Q3 | $19.9M | Sell |
146,465
-1,223
| -0.8% | -$166K | 0.17% | 138 |
|
|
2017
Q2 | $18.5M | Sell |
147,688
-5,575
| -4% | -$698K | 0.17% | 138 |
|
|
2017
Q1 | $18.2M | Buy |
153,263
+470
| +0.3% | +$55.8K | 0.17% | 134 |
|
|
2016
Q4 | $17.6M | Sell |
152,793
-461
| -0.3% | -$53.2K | 0.17% | 129 |
|
|
2016
Q3 | $16M | Buy |
153,254
+1,065
| +0.7% | +$111K | 0.16% | 154 |
|
|
2016
Q2 | $14.8M | Sell |
152,189
-1,930
| -1% | -$187K | 0.15% | 153 |
|
|
2016
Q1 | $14.8M | Sell |
154,119
-10,131
| -6% | -$973K | 0.16% | 134 |
|
|
2015
Q4 | $14.9M | Buy |
164,250
+1,594
| +1% | +$144K | 0.17% | 131 |
|
|
2015
Q3 | $15.1M | Buy |
162,656
+856
| +0.5% | +$79.4K | 0.18% | 114 |
|
|
2015
Q2 | $15.1M | Sell |
161,800
-1,657
| -1% | -$154K | 0.17% | 130 |
|
|
2015
Q1 | $14.9M | Buy |
163,457
+458
| +0.3% | +$41.6K | 0.18% | 132 |
|
|
2014
Q4 | $14.5M | Buy |
162,999
+34,872
| +27% | +$3.09M | 0.22% | 113 |
|
|
2014
Q3 | $10.2M | Buy |
128,127
+1,981
| +2% | +$158K | 0.18% | 144 |
|
|
2014
Q2 | $8.95M | Buy |
126,146
+10,881
| +9% | +$772K | 0.17% | 162 |
|
|
2014
Q1 | $8.53M | Sell |
115,265
-266
| -0.2% | -$19.7K | 0.18% | 132 |
|
|
2013
Q4 | $9.07M | Sell |
115,531
-5,509
| -5% | -$432K | 0.31% | 93 |
|
|
2013
Q3 | $8.94M | Buy |
121,040
+2,346
| +2% | +$173K | 0.29% | 75 |
|
|
2013
Q2 | $9.02M | Buy |
+118,694
| New | +$9.02M | 0.24% | 110 |
|