United Capital Financial Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $795K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $310K | Sell |
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|
2017
Q3 | $1.79M | Sell |
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|
2017
Q2 | $1.7M | Buy |
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|
2017
Q1 | $1.64M | Sell |
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|
2016
Q4 | $1.74M | Sell |
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|
2016
Q3 | $1.66M | Buy |
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|
2016
Q2 | $1.6M | Sell |
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|
2016
Q1 | $1.53M | Buy |
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|
2015
Q4 | $1.33M | Sell |
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|
2015
Q3 | $1.38M | Buy |
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|
2015
Q2 | $1.47M | Buy |
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|
2015
Q1 | $1.47M | Sell |
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|
2014
Q4 | $8.39M | Buy |
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|
2014
Q3 | $7.26M | Buy |
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|
2014
Q2 | $7.62M | Sell |
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|
2014
Q1 | $6.88M | Sell |
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|
2013
Q4 | $9.54M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $8.18M | Buy |
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