United Capital Financial Advisors’s Eagle Materials EXP Stock Holding History

United Capital Financial Advisors’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$429K	Buy	+2,262	New	+$481K	﹤0.01%	1141
2023 Q3	–	Sell	-1,178	Closed	-$220K	–	852
2023 Q2	$220K	Sell	1,178 -422	-26%	-$67.2K	﹤0.01%	834
2023 Q1	$235K	Sell	1,600 -217	-12%	-$30.8K	﹤0.01%	890
2022 Q4	$241K	Sell	1,817 -677	-27%	-$85.5K	﹤0.01%	936
2022 Q3	$267K	Sell	2,494 -644	-21%	-$77.1K	﹤0.01%	938
2022 Q2	$345K	Buy	3,138 +25	+0.8%	+$3.08K	﹤0.01%	900
2022 Q1	$400K	Buy	3,113 +17	+0.5%	+$2.41K	﹤0.01%	904
2021 Q4	$515K	Sell	3,096 -21	-0.7%	-$3.23K	﹤0.01%	850
2021 Q3	$409K	Sell	3,117 -19	-0.6%	-$2.73K	﹤0.01%	915
2021 Q2	$446K	Sell	3,136 -27	-0.9%	-$3.88K	﹤0.01%	888
2021 Q1	$425K	Buy	+3,163	New	+$383K	﹤0.01%	891
2020 Q3	–	Sell	-7,205	Closed	-$506K	–	1175
2020 Q2	$506K	Sell	7,205 -1,880	-21%	-$118K	﹤0.01%	863
2020 Q1	$531K	Sell	9,085 -1,890	-17%	-$151K	﹤0.01%	792
2019 Q4	$995K	Sell	10,975 -357	-3%	-$32.7K	0.01%	782
2019 Q3	$1.02M	Buy	11,332 +1,631	+17%	+$140K	0.01%	746
2019 Q2	$899K	Sell	9,701 -21,607	-69%	-$1.91M	0.01%	851
2019 Q1	$2.64M	Buy	31,308 +21,783	+229%	+$1.57M	0.02%	534
2018 Q4	$581K	Buy	9,525 +1,324	+16%	+$94.9K	﹤0.01%	869
2018 Q3	$699K	Buy	8,201 +2,747	+50%	+$267K	﹤0.01%	875
2018 Q2	$573K	Buy	5,454 +552	+11%	+$58.1K	﹤0.01%	913
2018 Q1	$505K	Buy	4,902 +220	+5%	+$23.7K	﹤0.01%	954
2017 Q4	$530K	Sell	4,682 -28	-0.6%	-$3.03K	﹤0.01%	946
2017 Q3	$503K	Buy	4,710 +483	+11%	+$46.1K	﹤0.01%	956
2017 Q2	$391K	Buy	4,227 +1,745	+70%	+$168K	﹤0.01%	993
2017 Q1	$241K	Buy	+2,482	New	+$253K	﹤0.01%	1131
2016 Q4	–	Sell	-30,946	Closed	-$2.39M	–	1274
2016 Q3	$2.39M	Sell	30,946 -2,029	-6%	-$163K	0.02%	543
2016 Q2	$2.54M	Sell	32,975 -5,093	-13%	-$385K	0.03%	509
2016 Q1	$2.67M	Buy	+38,068	New	+$2.22M	0.03%	471