United Capital Financial Advisors’s First Financial Bankshares FFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,170
| Closed | -$293K | – | 1344 |
|
|
2018
Q4 | $293K | Sell |
10,170
-11,130
| -52% | -$321K | ﹤0.01% | 1071 |
|
|
2018
Q3 | $629K | Hold |
21,300
| – | – | ﹤0.01% | 911 |
|
|
2018
Q2 | $542K | Hold |
21,300
| – | – | ﹤0.01% | 928 |
|
|
2018
Q1 | $493K | Sell |
21,300
-1,060
| -5% | -$24.5K | ﹤0.01% | 964 |
|
|
2017
Q4 | $504K | Hold |
22,360
| – | – | ﹤0.01% | 961 |
|
|
2017
Q3 | $505K | Buy |
22,360
+3,772
| +20% | +$85.2K | ﹤0.01% | 955 |
|
|
2017
Q2 | $411K | Hold |
18,588
| – | – | ﹤0.01% | 977 |
|
|
2017
Q1 | $373K | Hold |
18,588
| – | – | ﹤0.01% | 979 |
|
|
2016
Q4 | $420K | Buy |
18,588
+900
| +5% | +$20.3K | ﹤0.01% | 974 |
|
|
2016
Q3 | $322K | Hold |
17,688
| – | – | ﹤0.01% | 1055 |
|
|
2016
Q2 | $292K | Hold |
17,688
| – | – | ﹤0.01% | 1043 |
|
|
2016
Q1 | $262K | Buy |
+17,688
| New | +$262K | ﹤0.01% | 1036 |
|