United Capital Financial Advisors’s East-West Bancorp EWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
2,793
-170
| -6% | -$17.2K | ﹤0.01% | 937 |
|
|
2025
Q1 | $266K | Buy |
2,963
+271
| +10% | +$24.3K | ﹤0.01% | 920 |
|
|
2024
Q4 | $258K | Sell |
2,692
-11
| -0.4% | -$1.05K | ﹤0.01% | 931 |
|
|
2024
Q3 | $224K | Buy |
+2,703
| New | +$224K | ﹤0.01% | 973 |
|
|
2024
Q2 | – | Sell |
-2,782
| Closed | -$220K | – | 1053 |
|
|
2024
Q1 | $220K | Sell |
2,782
-659
| -19% | -$52.1K | ﹤0.01% | 985 |
|
|
2023
Q4 | $248K | Buy |
+3,441
| New | +$248K | ﹤0.01% | 932 |
|
|
2023
Q2 | – | Sell |
-4,414
| Closed | -$245K | – | 914 |
|
|
2023
Q1 | $245K | Sell |
4,414
-50
| -1% | -$2.78K | ﹤0.01% | 871 |
|
|
2022
Q4 | $294K | Sell |
4,464
-542
| -11% | -$35.7K | ﹤0.01% | 890 |
|
|
2022
Q3 | $336K | Sell |
5,006
-2,718
| -35% | -$182K | ﹤0.01% | 872 |
|
|
2022
Q2 | $501K | Buy |
7,724
+2,899
| +60% | +$188K | ﹤0.01% | 796 |
|
|
2022
Q1 | $381K | Buy |
4,825
+1,475
| +44% | +$116K | ﹤0.01% | 915 |
|
|
2021
Q4 | $264K | Hold |
3,350
| – | – | ﹤0.01% | 1066 |
|
|
2021
Q3 | $260K | Sell |
3,350
-110
| -3% | -$8.54K | ﹤0.01% | 1055 |
|
|
2021
Q2 | $248K | Buy |
3,460
+110
| +3% | +$7.88K | ﹤0.01% | 1074 |
|
|
2021
Q1 | $247K | Buy |
+3,350
| New | +$247K | ﹤0.01% | 1036 |
|
|
2018
Q4 | – | Sell |
-3,749
| Closed | -$226K | – | 1310 |
|
|
2018
Q3 | $226K | Hold |
3,749
| – | – | ﹤0.01% | 1216 |
|
|
2018
Q2 | $244K | Sell |
3,749
-354
| -9% | -$23K | ﹤0.01% | 1167 |
|
|
2018
Q1 | $257K | Buy |
4,103
+54
| +1% | +$3.38K | ﹤0.01% | 1144 |
|
|
2017
Q4 | $246K | Sell |
4,049
-101
| -2% | -$6.14K | ﹤0.01% | 1180 |
|
|
2017
Q3 | $248K | Sell |
4,150
-21
| -0.5% | -$1.26K | ﹤0.01% | 1178 |
|
|
2017
Q2 | $244K | Sell |
4,171
-228
| -5% | -$13.3K | ﹤0.01% | 1142 |
|
|
2017
Q1 | $227K | Sell |
4,399
-62
| -1% | -$3.2K | ﹤0.01% | 1149 |
|
|
2016
Q4 | $227K | Buy |
+4,461
| New | +$227K | ﹤0.01% | 1132 |
|
|
2015
Q2 | – | Sell |
-5,455
| Closed | -$221K | – | 1269 |
|
|
2015
Q1 | $221K | Hold |
5,455
| – | – | ﹤0.01% | 1152 |
|
|
2014
Q4 | $211K | Buy |
+5,455
| New | +$211K | ﹤0.01% | 1086 |
|
|
2014
Q2 | – | Sell |
-5,507
| Closed | -$201K | – | 836 |
|
|
2014
Q1 | $201K | Buy |
+5,507
| New | +$201K | ﹤0.01% | 871 |
|