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
2026 Q1	$785K	Sell	26,357 -2,798	-10%	-$98.6K	﹤0.01%	859
2025 Q4	$1.12M	Buy	29,155 +1,109	+4%	+$40K	0.01%	697
2025 Q3	$993K	Buy	28,046 +788	+3%	+$26.9K	0.01%	637
2025 Q2	$798K	Buy	27,258 +1,534	+6%	+$40.5K	0.01%	656
2025 Q1	$613K	Buy	25,724 +1,807	+8%	+$37.9K	0.01%	690
2024 Q4	$408K	Buy	23,917 +241	+1%	+$4.14K	﹤0.01%	791
2024 Q3	$410K	Sell	23,676 -1,262	-5%	-$20.3K	﹤0.01%	783
2024 Q2	$398K	Buy	24,938 +12,847	+106%	+$210K	﹤0.01%	770
2024 Q1	$191K	Sell	12,091 -386	-3%	-$5.28K	﹤0.01%	1027
2023 Q4	$169K	Buy	+12,477	New	+$147K	﹤0.01%	1012
2016 Q1	–	Sell	-39,521	Closed	-$852K	–	1226
2015 Q4	$852K	Buy	39,521 +24,605	+165%	+$585K	0.01%	735
2015 Q3	$359K	Sell	14,916 -1,573	-10%	-$43.5K	﹤0.01%	1005
2015 Q2	$444K	Buy	16,489 +238	+1%	+$6.91K	0.01%	957
2015 Q1	$466K	Sell	16,251 -1,485	-8%	-$41.6K	0.01%	917
2014 Q4	$475K	Sell	17,736 -3,360	-16%	-$94.3K	0.01%	840
2014 Q3	$657K	Buy	21,096 +1,785	+9%	+$55.3K	0.01%	717
2014 Q2	$607K	Buy	+19,311	New	+$689K	0.01%	652
2013 Q4	–	Sell	-12,044	Closed	-$471K	–	663
2013 Q3	$471K	Buy	+12,044	New	+$464K	0.02%	454