United Capital Financial Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
31,136
-2,908
| -9% | -$24.7K | ﹤0.01% | 958 |
|
|
2025
Q1 | $264K | Buy |
34,044
+2,025
| +6% | +$15.7K | ﹤0.01% | 921 |
|
|
2024
Q4 | $258K | Buy |
32,019
+587
| +2% | +$4.73K | ﹤0.01% | 930 |
|
|
2024
Q3 | $238K | Buy |
31,432
+3,587
| +13% | +$27.2K | ﹤0.01% | 950 |
|
|
2024
Q2 | $172K | Buy |
27,845
+10,026
| +56% | +$61.9K | ﹤0.01% | 977 |
|
|
2024
Q1 | $98.2K | Buy |
17,819
+2,823
| +19% | +$15.6K | ﹤0.01% | 1041 |
|
|
2023
Q4 | $94.5K | Buy |
+14,996
| New | +$94.5K | ﹤0.01% | 1034 |
|
|
2021
Q1 | – | Sell |
-11,662
| Closed | -$139K | – | 1192 |
|
|
2020
Q4 | $139K | Sell |
11,662
-276,690
| -96% | -$3.3M | ﹤0.01% | 1142 |
|
|
2020
Q3 | $3.14M | Sell |
288,352
-125,480
| -30% | -$1.37M | 0.02% | 418 |
|
|
2020
Q2 | $3.85M | Sell |
413,832
-13,023
| -3% | -$121K | 0.03% | 403 |
|
|
2020
Q1 | $3.45M | Sell |
426,855
-26,855
| -6% | -$217K | 0.03% | 398 |
|
|
2019
Q4 | $3.98M | Buy |
453,710
+30,400
| +7% | +$267K | 0.03% | 466 |
|
|
2019
Q3 | $3.38M | Sell |
423,310
-383,817
| -48% | -$3.06M | 0.02% | 490 |
|
|
2019
Q2 | $7.67M | Buy |
807,127
+29,495
| +4% | +$280K | 0.05% | 336 |
|
|
2019
Q1 | $7.14M | Buy |
777,632
+34,853
| +5% | +$320K | 0.05% | 342 |
|
|
2018
Q4 | $6.59M | Buy |
742,779
+267,694
| +56% | +$2.37M | 0.05% | 322 |
|
|
2018
Q3 | $4.18M | Buy |
475,085
+445,560
| +1,509% | +$3.92M | 0.03% | 466 |
|
|
2018
Q2 | $226K | Buy |
29,525
+3,266
| +12% | +$25K | ﹤0.01% | 1188 |
|
|
2018
Q1 | $168K | Sell |
26,259
-3,738
| -12% | -$23.9K | ﹤0.01% | 1250 |
|
|
2017
Q4 | $200K | Sell |
29,997
-1,375
| -4% | -$9.17K | ﹤0.01% | 1242 |
|
|
2017
Q3 | $180K | Sell |
31,372
-10,338
| -25% | -$59.3K | ﹤0.01% | 1245 |
|
|
2017
Q2 | $299K | Buy |
41,710
+4,097
| +11% | +$29.4K | ﹤0.01% | 1075 |
|
|
2017
Q1 | $250K | Buy |
37,613
+5,120
| +16% | +$34K | ﹤0.01% | 1113 |
|
|
2016
Q4 | $189K | Buy |
32,493
+17,410
| +115% | +$101K | ﹤0.01% | 1193 |
|
|
2016
Q3 | $109K | Sell |
15,083
-9,999
| -40% | -$72.3K | ﹤0.01% | 1231 |
|
|
2016
Q2 | $201K | Buy |
25,082
+5,943
| +31% | +$47.6K | ﹤0.01% | 1173 |
|
|
2016
Q1 | $192K | Buy |
19,139
+1,316
| +7% | +$13.2K | ﹤0.01% | 1132 |
|
|
2015
Q4 | $171K | Buy |
17,823
+343
| +2% | +$3.29K | ﹤0.01% | 1144 |
|
|
2015
Q3 | $171K | Buy |
17,480
+506
| +3% | +$4.95K | ﹤0.01% | 1174 |
|
|
2015
Q2 | $177K | Buy |
16,974
+487
| +3% | +$5.08K | ﹤0.01% | 1196 |
|
|
2015
Q1 | $180K | Buy |
16,487
+828
| +5% | +$9.04K | ﹤0.01% | 1191 |
|
|
2014
Q4 | $189K | Sell |
15,659
-837
| -5% | -$10.1K | ﹤0.01% | 1105 |
|
|
2014
Q3 | $208K | Buy |
+16,496
| New | +$208K | ﹤0.01% | 1041 |
|
|
2013
Q4 | – | Sell |
-45,584
| Closed | -$609K | – | 680 |
|
|
2013
Q3 | $609K | Buy |
45,584
+14,161
| +45% | +$189K | 0.02% | 410 |
|
|
2013
Q2 | $354K | Buy |
+31,423
| New | +$354K | 0.01% | 568 |
|