United Capital Financial Advisors’s ENI E Stock Holding History

United Capital Financial Advisors’s Portfolio E Stock Details E Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$253K	Buy
2025 Q2	$224K	Buy
2025 Q1	$212K	Buy
2024 Q1	–	Sell
2023 Q4	$201K	Buy