United Capital Financial Advisors’s CoStar Group CSGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Sell |
7,378
-845
| -10% | -$67.9K | ﹤0.01% | 728 |
|
|
2025
Q1 | $652K | Buy |
8,223
+1,971
| +32% | +$156K | 0.01% | 668 |
|
|
2024
Q4 | $448K | Buy |
6,252
+270
| +5% | +$19.3K | ﹤0.01% | 756 |
|
|
2024
Q3 | $451K | Buy |
5,982
+251
| +4% | +$18.9K | ﹤0.01% | 749 |
|
|
2024
Q2 | $425K | Sell |
5,731
-1,060
| -16% | -$78.6K | ﹤0.01% | 740 |
|
|
2024
Q1 | $656K | Sell |
6,791
-336
| -5% | -$32.5K | 0.01% | 658 |
|
|
2023
Q4 | $623K | Buy |
+7,127
| New | +$623K | 0.01% | 674 |
|
|
2022
Q2 | – | Sell |
-3,689
| Closed | -$246K | – | 1134 |
|
|
2022
Q1 | $246K | Sell |
3,689
-2,476
| -40% | -$165K | ﹤0.01% | 1052 |
|
|
2021
Q4 | $487K | Buy |
6,165
+415
| +7% | +$32.8K | ﹤0.01% | 865 |
|
|
2021
Q3 | $495K | Buy |
+5,750
| New | +$495K | ﹤0.01% | 857 |
|
|
2021
Q1 | – | Sell |
-3,170
| Closed | -$293K | – | 1184 |
|
|
2020
Q4 | $293K | Buy |
+3,170
| New | +$293K | ﹤0.01% | 999 |
|
|
2019
Q4 | – | Sell |
-480
| Closed | -$28K | – | 1367 |
|
|
2019
Q3 | $28K | Buy |
+480
| New | +$28K | ﹤0.01% | 1261 |
|
|
2017
Q4 | – | Sell |
-32,910
| Closed | -$883K | – | 1315 |
|
|
2017
Q3 | $883K | Sell |
32,910
-4,740
| -13% | -$127K | 0.01% | 807 |
|
|
2017
Q2 | $992K | Buy |
+37,650
| New | +$992K | 0.01% | 766 |
|