United Capital Financial Advisors’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
41,386
+18,328
| +79% | +$485K | 0.01% | 559 |
|
|
2025
Q1 | $805K | Buy |
23,058
+605
| +3% | +$21.1K | 0.01% | 609 |
|
|
2024
Q4 | $901K | Sell |
22,453
-1,986
| -8% | -$79.7K | 0.01% | 571 |
|
|
2024
Q3 | $1.34M | Sell |
24,439
-2,485
| -9% | -$136K | 0.01% | 478 |
|
|
2024
Q2 | $1.43M | Sell |
26,924
-20,991
| -44% | -$1.11M | 0.01% | 459 |
|
|
2024
Q1 | $2.78M | Sell |
47,915
-2,128
| -4% | -$123K | 0.02% | 372 |
|
|
2023
Q4 | $2.74M | Sell |
50,043
-59,542
| -54% | -$3.27M | 0.02% | 368 |
|
|
2023
Q3 | $5.65M | Sell |
109,585
-9,350
| -8% | -$482K | 0.04% | 284 |
|
|
2023
Q2 | $6.33M | Sell |
118,935
-8,602
| -7% | -$458K | 0.03% | 285 |
|
|
2023
Q1 | $6.99M | Sell |
127,537
-11,350
| -8% | -$622K | 0.04% | 285 |
|
|
2022
Q4 | $7M | Buy |
138,887
+2,008
| +1% | +$101K | 0.04% | 291 |
|
|
2022
Q3 | $6.01M | Buy |
136,879
+1,804
| +1% | +$79.2K | 0.04% | 305 |
|
|
2022
Q2 | $6.97M | Sell |
135,075
-5,562
| -4% | -$287K | 0.04% | 297 |
|
|
2022
Q1 | $8.96M | Sell |
140,637
-6,431
| -4% | -$410K | 0.04% | 292 |
|
|
2021
Q4 | $8.34M | Sell |
147,068
-16,730
| -10% | -$949K | 0.04% | 299 |
|
|
2021
Q3 | $9.43M | Sell |
163,798
-21,106
| -11% | -$1.21M | 0.05% | 285 |
|
|
2021
Q2 | $11.7M | Sell |
184,904
-13,781
| -7% | -$872K | 0.06% | 252 |
|
|
2021
Q1 | $12.7M | Sell |
198,685
-13,931
| -7% | -$891K | 0.07% | 240 |
|
|
2020
Q4 | $11.8M | Sell |
212,616
-15,981
| -7% | -$887K | 0.07% | 238 |
|
|
2020
Q3 | $10.8M | Sell |
228,597
-8,305
| -4% | -$391K | 0.07% | 239 |
|
|
2020
Q2 | $9.66M | Buy |
236,902
+22,747
| +11% | +$927K | 0.07% | 257 |
|
|
2020
Q1 | $6.26M | Buy |
214,155
+21,389
| +11% | +$625K | 0.05% | 304 |
|
|
2019
Q4 | $10.6M | Buy |
192,766
+30,765
| +19% | +$1.68M | 0.07% | 306 |
|
|
2019
Q3 | $7.72M | Sell |
162,001
-16,809
| -9% | -$801K | 0.05% | 322 |
|
|
2019
Q2 | $8.82M | Buy |
+178,810
| New | +$8.82M | 0.06% | 312 |
|