United Capital Financial Advisors’s Eagle Materials EXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,178
| Closed | -$220K | – | 852 |
|
|
2023
Q2 | $220K | Sell |
1,178
-422
| -26% | -$78.7K | ﹤0.01% | 833 |
|
|
2023
Q1 | $235K | Sell |
1,600
-217
| -12% | -$31.8K | ﹤0.01% | 886 |
|
|
2022
Q4 | $241K | Sell |
1,817
-677
| -27% | -$89.9K | ﹤0.01% | 936 |
|
|
2022
Q3 | $267K | Sell |
2,494
-644
| -21% | -$68.9K | ﹤0.01% | 938 |
|
|
2022
Q2 | $345K | Buy |
3,138
+25
| +0.8% | +$2.75K | ﹤0.01% | 900 |
|
|
2022
Q1 | $400K | Buy |
3,113
+17
| +0.5% | +$2.18K | ﹤0.01% | 900 |
|
|
2021
Q4 | $515K | Sell |
3,096
-21
| -0.7% | -$3.49K | ﹤0.01% | 848 |
|
|
2021
Q3 | $409K | Sell |
3,117
-19
| -0.6% | -$2.49K | ﹤0.01% | 911 |
|
|
2021
Q2 | $446K | Sell |
3,136
-27
| -0.9% | -$3.84K | ﹤0.01% | 883 |
|
|
2021
Q1 | $425K | Buy |
+3,163
| New | +$425K | ﹤0.01% | 889 |
|
|
2020
Q3 | – | Sell |
-7,205
| Closed | -$506K | – | 1170 |
|
|
2020
Q2 | $506K | Sell |
7,205
-1,880
| -21% | -$132K | ﹤0.01% | 857 |
|
|
2020
Q1 | $531K | Sell |
9,085
-1,890
| -17% | -$110K | ﹤0.01% | 787 |
|
|
2019
Q4 | $995K | Sell |
10,975
-357
| -3% | -$32.4K | 0.01% | 778 |
|
|
2019
Q3 | $1.02M | Buy |
11,332
+1,631
| +17% | +$147K | 0.01% | 741 |
|
|
2019
Q2 | $899K | Sell |
9,701
-21,607
| -69% | -$2M | 0.01% | 845 |
|
|
2019
Q1 | $2.64M | Buy |
31,308
+21,783
| +229% | +$1.84M | 0.02% | 530 |
|
|
2018
Q4 | $581K | Buy |
9,525
+1,324
| +16% | +$80.8K | ﹤0.01% | 869 |
|
|
2018
Q3 | $699K | Buy |
8,201
+2,747
| +50% | +$234K | ﹤0.01% | 875 |
|
|
2018
Q2 | $573K | Buy |
5,454
+552
| +11% | +$58K | ﹤0.01% | 913 |
|
|
2018
Q1 | $505K | Buy |
4,902
+220
| +5% | +$22.7K | ﹤0.01% | 954 |
|
|
2017
Q4 | $530K | Sell |
4,682
-28
| -0.6% | -$3.17K | ﹤0.01% | 946 |
|
|
2017
Q3 | $503K | Buy |
4,710
+483
| +11% | +$51.6K | ﹤0.01% | 956 |
|
|
2017
Q2 | $391K | Buy |
4,227
+1,745
| +70% | +$161K | ﹤0.01% | 993 |
|
|
2017
Q1 | $241K | Buy |
+2,482
| New | +$241K | ﹤0.01% | 1131 |
|
|
2016
Q4 | – | Sell |
-30,946
| Closed | -$2.39M | – | 1274 |
|
|
2016
Q3 | $2.39M | Sell |
30,946
-2,029
| -6% | -$157K | 0.02% | 543 |
|
|
2016
Q2 | $2.54M | Sell |
32,975
-5,093
| -13% | -$392K | 0.03% | 509 |
|
|
2016
Q1 | $2.67M | Buy |
+38,068
| New | +$2.67M | 0.03% | 471 |
|