United Capital Financial Advisors’s Cencora COR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
6,682
+303
| +5% | +$90.9K | 0.02% | 443 |
|
|
2025
Q1 | $1.77M | Buy |
6,379
+479
| +8% | +$133K | 0.02% | 446 |
|
|
2024
Q4 | $1.33M | Sell |
5,900
-2,153
| -27% | -$484K | 0.01% | 495 |
|
|
2024
Q3 | $1.81M | Hold |
8,053
| – | – | 0.01% | 438 |
|
|
2024
Q2 | $1.81M | Buy |
8,053
+242
| +3% | +$54.5K | 0.02% | 421 |
|
|
2024
Q1 | $1.9M | Buy |
7,811
+1,010
| +15% | +$245K | 0.02% | 437 |
|
|
2023
Q4 | $1.4M | Buy |
6,801
+4,176
| +159% | +$858K | 0.01% | 488 |
|
|
2023
Q3 | $472K | Sell |
2,625
-924
| -26% | -$166K | ﹤0.01% | 645 |
|
|
2023
Q2 | $683K | Sell |
3,549
-337
| -9% | -$64.8K | ﹤0.01% | 632 |
|
|
2023
Q1 | $622K | Sell |
3,886
-1,209
| -24% | -$194K | ﹤0.01% | 681 |
|
|
2022
Q4 | $844K | Buy |
5,095
+142
| +3% | +$23.5K | ﹤0.01% | 653 |
|
|
2022
Q3 | $670K | Sell |
4,953
-213
| -4% | -$28.8K | ﹤0.01% | 697 |
|
|
2022
Q2 | $731K | Sell |
5,166
-151
| -3% | -$21.4K | ﹤0.01% | 699 |
|
|
2022
Q1 | $823K | Sell |
5,317
-233
| -4% | -$36.1K | ﹤0.01% | 710 |
|
|
2021
Q4 | $738K | Sell |
5,550
-567
| -9% | -$75.4K | ﹤0.01% | 761 |
|
|
2021
Q3 | $731K | Sell |
6,117
-352
| -5% | -$42.1K | ﹤0.01% | 752 |
|
|
2021
Q2 | $741K | Sell |
6,469
-556
| -8% | -$63.7K | ﹤0.01% | 768 |
|
|
2021
Q1 | $829K | Sell |
7,025
-23,609
| -77% | -$2.79M | ﹤0.01% | 712 |
|
|
2020
Q4 | $3M | Sell |
30,634
-4,632
| -13% | -$453K | 0.02% | 427 |
|
|
2020
Q3 | $3.42M | Sell |
35,266
-7,922
| -18% | -$768K | 0.02% | 401 |
|
|
2020
Q2 | $4.35M | Sell |
43,188
-416
| -1% | -$41.9K | 0.03% | 384 |
|
|
2020
Q1 | $3.86M | Sell |
43,604
-2,214
| -5% | -$196K | 0.03% | 380 |
|
|
2019
Q4 | $3.9M | Buy |
45,818
+928
| +2% | +$78.9K | 0.03% | 470 |
|
|
2019
Q3 | $3.7M | Sell |
44,890
-3,483
| -7% | -$287K | 0.03% | 479 |
|
|
2019
Q2 | $4.12M | Sell |
48,373
-1,510
| -3% | -$129K | 0.03% | 455 |
|
|
2019
Q1 | $3.97M | Sell |
49,883
-3,986
| -7% | -$317K | 0.03% | 453 |
|
|
2018
Q4 | $4.01M | Buy |
53,869
+17,022
| +46% | +$1.27M | 0.03% | 418 |
|
|
2018
Q3 | $3.4M | Buy |
36,847
+34,351
| +1,376% | +$3.17M | 0.02% | 499 |
|
|
2018
Q2 | $213K | Buy |
2,496
+86
| +4% | +$7.34K | ﹤0.01% | 1211 |
|
|
2018
Q1 | $208K | Sell |
2,410
-11,205
| -82% | -$967K | ﹤0.01% | 1220 |
|
|
2017
Q4 | $1.25M | Sell |
13,615
-836
| -6% | -$76.8K | 0.01% | 728 |
|
|
2017
Q3 | $1.2M | Sell |
14,451
-6,945
| -32% | -$575K | 0.01% | 722 |
|
|
2017
Q2 | $2.02M | Sell |
21,396
-286
| -1% | -$27K | 0.02% | 568 |
|
|
2017
Q1 | $1.92M | Buy |
21,682
+43
| +0.2% | +$3.81K | 0.02% | 580 |
|
|
2016
Q4 | $1.69M | Sell |
21,639
-1,705
| -7% | -$133K | 0.02% | 603 |
|
|
2016
Q3 | $1.89M | Sell |
23,344
-2,050
| -8% | -$166K | 0.02% | 603 |
|
|
2016
Q2 | $2.01M | Buy |
25,394
+13,614
| +116% | +$1.08M | 0.02% | 548 |
|
|
2016
Q1 | $1.02M | Buy |
11,780
+300
| +3% | +$26K | 0.01% | 689 |
|
|
2015
Q4 | $1.19M | Sell |
11,480
-26,528
| -70% | -$2.75M | 0.01% | 650 |
|
|
2015
Q3 | $3.61M | Buy |
38,008
+94
| +0.2% | +$8.93K | 0.04% | 385 |
|
|
2015
Q2 | $4.03M | Buy |
37,914
+27,450
| +262% | +$2.92M | 0.05% | 396 |
|
|
2015
Q1 | $1.2M | Buy |
10,464
+329
| +3% | +$37.6K | 0.01% | 687 |
|
|
2014
Q4 | $914K | Buy |
10,135
+7,252
| +252% | +$654K | 0.01% | 671 |
|
|
2014
Q3 | $223K | Buy |
+2,883
| New | +$223K | ﹤0.01% | 1009 |
|