United Capital Financial Advisors’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $993K | Buy |
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|
2025
Q2 | $798K | Buy |
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|
2025
Q1 | $613K | Buy |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $398K | Buy |
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|
2024
Q1 | $191K | Sell |
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|
2023
Q4 | $169K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $852K | Buy |
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|
2015
Q3 | $359K | Sell |
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|
2015
Q2 | $444K | Buy |
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|
2015
Q1 | $466K | Sell |
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|
2014
Q4 | $475K | Sell |
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|
2014
Q3 | $657K | Buy |
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|
2014
Q2 | $607K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $471K | Buy |
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