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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.9M | Buy |
69,144
+33,564
| +94% | +$878K | 0.01% | 564 |
|
|
2025
Q4 | $795K | Buy |
+35,580
| New | +$716K | ﹤0.01% | 810 |
|
|
2018
Q1 | – | Sell |
-4,038
| Closed | -$310K | – | 1315 |
|
|
2017
Q4 | $310K | Sell |
4,038
-20,474
| -84% | -$1.48M | ﹤0.01% | 1101 |
|
|
2017
Q3 | $1.79M | Sell |
24,512
-50
| -0.2% | -$3.49K | 0.02% | 611 |
|
|
2017
Q2 | $1.7M | Buy |
24,562
+1,875
| +8% | +$131K | 0.02% | 622 |
|
|
2017
Q1 | $1.64M | Sell |
22,687
-1,536
| -6% | -$112K | 0.02% | 614 |
|
|
2016
Q4 | $1.74M | Sell |
24,223
-678
| -3% | -$45.5K | 0.02% | 597 |
|
|
2016
Q3 | $1.66M | Buy |
24,901
+708
| +3% | +$48.2K | 0.02% | 635 |
|
|
2016
Q2 | $1.6M | Sell |
24,193
-285
| -1% | -$18.1K | 0.02% | 611 |
|
|
2016
Q1 | $1.53M | Buy |
24,478
+75
| +0.3% | +$4.18K | 0.02% | 592 |
|
|
2015
Q4 | $1.33M | Sell |
24,403
-344
| -1% | -$19.9K | 0.02% | 626 |
|
|
2015
Q3 | $1.38M | Buy |
24,747
+1,064
| +4% | +$64.1K | 0.02% | 611 |
|
|
2015
Q2 | $1.47M | Buy |
23,683
+950
| +4% | +$62.4K | 0.02% | 651 |
|
|
2015
Q1 | $1.47M | Sell |
22,733
-112,060
| -83% | -$7.3M | 0.02% | 635 |
|
|
2014
Q4 | $8.39M | Buy |
134,793
+3,081
| +2% | +$181K | 0.13% | 187 |
|
|
2014
Q3 | $7.26M | Buy |
131,712
+1,582
| +1% | +$91.2K | 0.13% | 196 |
|
|
2014
Q2 | $7.62M | Sell |
130,130
-950
| -0.7% | -$51.9K | 0.14% | 190 |
|
|
2014
Q1 | $6.88M | Sell |
131,080
-51,792
| -28% | -$2.6M | 0.15% | 166 |
|
|
2013
Q4 | $9.54M | Buy |
+182,872
| New | +$8.74M | 0.32% | 89 |
|
|
2013
Q3 | – | Sell |
-236,107
| Closed | -$8.18M | – | 690 |
|
|
2013
Q2 | $8.18M | Buy |
+236,107
| New | +$8.95M | 0.22% | 126 |
|
Other funds holding DLX
VPM
DRZID
VCM
