United Capital Financial Advisors’s CyberArk CYBR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $797K | Buy |
1,958
+400
| +26% | +$163K | 0.01% | 649 |
|
2025
Q1 | $527K | Buy |
1,558
+781
| +101% | +$264K | ﹤0.01% | 725 |
|
2024
Q4 | $259K | Buy |
777
+13
| +2% | +$4.33K | ﹤0.01% | 929 |
|
2024
Q3 | $223K | Buy |
+764
| New | +$223K | ﹤0.01% | 975 |
|
2024
Q2 | – | Sell |
-761
| Closed | -$202K | – | 1046 |
|
2024
Q1 | $202K | Buy |
+761
| New | +$202K | ﹤0.01% | 1013 |
|
2022
Q1 | – | Sell |
-5,089
| Closed | -$882K | – | 1165 |
|
2021
Q4 | $882K | Buy |
5,089
+125
| +3% | +$21.7K | ﹤0.01% | 707 |
|
2021
Q3 | $783K | Buy |
4,964
+14
| +0.3% | +$2.21K | ﹤0.01% | 736 |
|
2021
Q2 | $645K | Buy |
4,950
+46
| +0.9% | +$5.99K | ﹤0.01% | 804 |
|
2021
Q1 | $634K | Buy |
4,904
+608
| +14% | +$78.6K | ﹤0.01% | 785 |
|
2020
Q4 | $694K | Buy |
4,296
+1,507
| +54% | +$243K | ﹤0.01% | 760 |
|
2020
Q3 | $288K | Buy |
+2,789
| New | +$288K | ﹤0.01% | 960 |
|
2019
Q3 | – | Sell |
-5,695
| Closed | -$723K | – | 1338 |
|
2019
Q2 | $723K | Buy |
+5,695
| New | +$723K | ﹤0.01% | 908 |
|