United Capital Financial Advisors’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
4,964
+961
| +24% | +$59.3K | ﹤0.01% | 906 |
|
|
2025
Q1 | $267K | Sell |
4,003
-153
| -4% | -$10.2K | ﹤0.01% | 917 |
|
|
2024
Q4 | $277K | Sell |
4,156
-412
| -9% | -$27.4K | ﹤0.01% | 899 |
|
|
2024
Q3 | $326K | Sell |
4,568
-671
| -13% | -$47.9K | ﹤0.01% | 849 |
|
|
2024
Q2 | $341K | Sell |
5,239
-1,191
| -19% | -$77.6K | ﹤0.01% | 799 |
|
|
2024
Q1 | $414K | Sell |
6,430
-650
| -9% | -$41.9K | ﹤0.01% | 778 |
|
|
2023
Q4 | $499K | Sell |
7,080
-1,403
| -17% | -$99K | ﹤0.01% | 724 |
|
|
2023
Q3 | $540K | Sell |
8,483
-1,814
| -18% | -$116K | ﹤0.01% | 629 |
|
|
2023
Q2 | $689K | Sell |
10,297
-485
| -4% | -$32.4K | ﹤0.01% | 629 |
|
|
2023
Q1 | $724K | Sell |
10,782
-686
| -6% | -$46.1K | ﹤0.01% | 651 |
|
|
2022
Q4 | $741K | Sell |
11,468
-1,012
| -8% | -$65.4K | ﹤0.01% | 687 |
|
|
2022
Q3 | $784K | Sell |
12,480
-522
| -4% | -$32.8K | ﹤0.01% | 663 |
|
|
2022
Q2 | $916K | Sell |
13,002
-336
| -3% | -$23.7K | 0.01% | 648 |
|
|
2022
Q1 | $1.02M | Sell |
13,338
-1,874
| -12% | -$143K | 0.01% | 663 |
|
|
2021
Q4 | $1.33M | Sell |
15,212
-1,145
| -7% | -$100K | 0.01% | 621 |
|
|
2021
Q3 | $1.28M | Sell |
16,357
-966
| -6% | -$75.4K | 0.01% | 611 |
|
|
2021
Q2 | $1.29M | Buy |
17,323
+1,063
| +7% | +$79K | 0.01% | 632 |
|
|
2021
Q1 | $1.04M | Sell |
16,260
-10,181
| -39% | -$648K | 0.01% | 658 |
|
|
2020
Q4 | $1.68M | Sell |
26,441
-6,822
| -21% | -$432K | 0.01% | 543 |
|
|
2020
Q3 | $2.04M | Sell |
33,263
-8,312
| -20% | -$510K | 0.01% | 494 |
|
|
2020
Q2 | $2.6M | Buy |
+41,575
| New | +$2.6M | 0.02% | 463 |
|
|
2016
Q1 | – | Sell |
-7,778
| Closed | -$259K | – | 1227 |
|
|
2015
Q4 | $259K | Buy |
+7,778
| New | +$259K | ﹤0.01% | 1056 |
|