United Capital Financial Advisors’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
27,258
+1,534
| +6% | +$44.9K | 0.01% | 647 |
|
|
2025
Q1 | $613K | Buy |
25,724
+1,807
| +8% | +$43.1K | 0.01% | 682 |
|
|
2024
Q4 | $408K | Buy |
23,917
+241
| +1% | +$4.11K | ﹤0.01% | 784 |
|
|
2024
Q3 | $410K | Sell |
23,676
-1,262
| -5% | -$21.8K | ﹤0.01% | 783 |
|
|
2024
Q2 | $398K | Buy |
24,938
+12,847
| +106% | +$205K | ﹤0.01% | 764 |
|
|
2024
Q1 | $191K | Sell |
12,091
-386
| -3% | -$6.09K | ﹤0.01% | 1019 |
|
|
2023
Q4 | $169K | Buy |
+12,477
| New | +$169K | ﹤0.01% | 1008 |
|
|
2016
Q1 | – | Sell |
-39,521
| Closed | -$852K | – | 1226 |
|
|
2015
Q4 | $852K | Buy |
39,521
+24,605
| +165% | +$530K | 0.01% | 735 |
|
|
2015
Q3 | $359K | Sell |
14,916
-1,573
| -10% | -$37.9K | ﹤0.01% | 1005 |
|
|
2015
Q2 | $444K | Buy |
16,489
+238
| +1% | +$6.41K | 0.01% | 957 |
|
|
2015
Q1 | $466K | Sell |
16,251
-1,485
| -8% | -$42.6K | 0.01% | 917 |
|
|
2014
Q4 | $475K | Sell |
17,736
-3,360
| -16% | -$90K | 0.01% | 840 |
|
|
2014
Q3 | $657K | Buy |
21,096
+1,785
| +9% | +$55.6K | 0.01% | 717 |
|
|
2014
Q2 | $607K | Buy |
+19,311
| New | +$607K | 0.01% | 652 |
|
|
2013
Q4 | – | Sell |
-12,044
| Closed | -$471K | – | 663 |
|
|
2013
Q3 | $471K | Buy |
+12,044
| New | +$471K | 0.02% | 454 |
|