United Capital Financial Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
36,508
+2,100
| +6% | +$750K | 0.11% | 154 |
|
|
2025
Q1 | $9.35M | Sell |
34,408
-3,097
| -8% | -$842K | 0.08% | 188 |
|
|
2024
Q4 | $12.4M | Buy |
37,505
+163
| +0.4% | +$54.1K | 0.11% | 155 |
|
|
2024
Q3 | $12.4M | Buy |
37,342
+1,810
| +5% | +$600K | 0.1% | 159 |
|
|
2024
Q2 | $11.1M | Buy |
35,532
+2,225
| +7% | +$698K | 0.1% | 166 |
|
|
2024
Q1 | $10.4M | Sell |
33,307
-2,821
| -8% | -$882K | 0.09% | 181 |
|
|
2023
Q4 | $8.7M | Buy |
36,128
+2,915
| +9% | +$702K | 0.07% | 210 |
|
|
2023
Q3 | $7.08M | Sell |
33,213
-4,126
| -11% | -$880K | 0.05% | 259 |
|
|
2023
Q2 | $7.51M | Sell |
37,339
-4,279
| -10% | -$860K | 0.04% | 268 |
|
|
2023
Q1 | $7.13M | Sell |
41,618
-3,328
| -7% | -$570K | 0.04% | 282 |
|
|
2022
Q4 | $7.05M | Sell |
44,946
-2,099
| -4% | -$329K | 0.04% | 289 |
|
|
2022
Q3 | $6.27M | Sell |
47,045
-158,229
| -77% | -$21.1M | 0.04% | 300 |
|
|
2022
Q2 | $25.9M | Sell |
205,274
-1,529
| -0.7% | -$193K | 0.14% | 145 |
|
|
2022
Q1 | $31.4M | Sell |
206,803
-2,897
| -1% | -$440K | 0.15% | 134 |
|
|
2021
Q4 | $36.2M | Sell |
209,700
-4,073
| -2% | -$704K | 0.17% | 127 |
|
|
2021
Q3 | $31.9M | Sell |
213,773
-6,068
| -3% | -$906K | 0.16% | 134 |
|
|
2021
Q2 | $32.6M | Buy |
219,841
+3,396
| +2% | +$503K | 0.16% | 132 |
|
|
2021
Q1 | $29.9M | Sell |
216,445
-3,809
| -2% | -$527K | 0.17% | 128 |
|
|
2020
Q4 | $26.5M | Sell |
220,254
-50,784
| -19% | -$6.1M | 0.16% | 144 |
|
|
2020
Q3 | $27.7M | Sell |
271,038
-253
| -0.1% | -$25.8K | 0.18% | 126 |
|
|
2020
Q2 | $23.7M | Buy |
271,291
+8,690
| +3% | +$760K | 0.17% | 130 |
|
|
2020
Q1 | $20.4M | Sell |
262,601
-301
| -0.1% | -$23.4K | 0.17% | 131 |
|
|
2019
Q4 | $24.9M | Buy |
262,902
+40,646
| +18% | +$3.85M | 0.16% | 147 |
|
|
2019
Q3 | $18.5M | Sell |
222,256
-5,806
| -3% | -$483K | 0.13% | 191 |
|
|
2019
Q2 | $19M | Buy |
228,062
+4,280
| +2% | +$356K | 0.12% | 177 |
|
|
2019
Q1 | $18M | Buy |
223,782
+12,565
| +6% | +$1.01M | 0.13% | 177 |
|
|
2018
Q4 | $14.5M | Buy |
211,217
+1,000
| +0.5% | +$68.7K | 0.12% | 185 |
|
|
2018
Q3 | $18.2M | Buy |
210,217
+2,441
| +1% | +$212K | 0.13% | 174 |
|
|
2018
Q2 | $15.5M | Buy |
207,776
+2,428
| +1% | +$181K | 0.12% | 197 |
|
|
2018
Q1 | $16.4M | Buy |
205,348
+3,039
| +2% | +$243K | 0.13% | 189 |
|
|
2017
Q4 | $16M | Sell |
202,309
-8,678
| -4% | -$686K | 0.13% | 196 |
|
|
2017
Q3 | $16.2M | Buy |
210,987
+17,546
| +9% | +$1.35M | 0.14% | 175 |
|
|
2017
Q2 | $15.1M | Buy |
193,441
+2,496
| +1% | +$194K | 0.13% | 175 |
|
|
2017
Q1 | $14.2M | Sell |
190,945
-2,911
| -2% | -$216K | 0.13% | 179 |
|
|
2016
Q4 | $13M | Sell |
193,856
-2,689
| -1% | -$180K | 0.13% | 191 |
|
|
2016
Q3 | $12.9M | Buy |
196,545
+152,624
| +347% | +$10M | 0.13% | 189 |
|
|
2016
Q2 | $2.64M | Buy |
43,921
+945
| +2% | +$56.7K | 0.03% | 497 |
|
|
2016
Q1 | $2.69M | Buy |
42,976
+10,120
| +31% | +$633K | 0.03% | 465 |
|
|
2015
Q4 | $1.71M | Sell |
32,856
-3,448
| -9% | -$179K | 0.02% | 575 |
|
|
2015
Q3 | $1.86M | Buy |
36,304
+240
| +0.7% | +$12.3K | 0.02% | 540 |
|
|
2015
Q2 | $2.43M | Sell |
36,064
-1,084
| -3% | -$73.2K | 0.03% | 534 |
|
|
2015
Q1 | $2.55M | Buy |
37,148
+1,999
| +6% | +$137K | 0.03% | 502 |
|
|
2014
Q4 | $2.39M | Buy |
35,149
+14,387
| +69% | +$978K | 0.04% | 422 |
|
|
2014
Q3 | $1.32M | Buy |
20,762
+3,868
| +23% | +$245K | 0.02% | 541 |
|
|
2014
Q2 | $1.3M | Buy |
16,894
+552
| +3% | +$42.6K | 0.02% | 504 |
|
|
2014
Q1 | $1.23M | Buy |
+16,342
| New | +$1.23M | 0.03% | 437 |
|
|
2013
Q4 | – | Sell |
-6,830
| Closed | -$470K | – | 681 |
|
|
2013
Q3 | $470K | Sell |
6,830
-3,239
| -32% | -$223K | 0.02% | 455 |
|
|
2013
Q2 | $663K | Buy |
+10,069
| New | +$663K | 0.02% | 465 |
|