United Capital Financial Advisors’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
50,858
-387
| -0.8% | -$114K | 0.12% | 142 |
|
|
2025
Q1 | $13.6M | Sell |
51,245
-1,353
| -3% | -$360K | 0.12% | 142 |
|
|
2024
Q4 | $13.2M | Buy |
52,598
+60
| +0.1% | +$15.1K | 0.11% | 148 |
|
|
2024
Q3 | $11.6M | Buy |
52,538
+1,098
| +2% | +$242K | 0.1% | 169 |
|
|
2024
Q2 | $8.86M | Sell |
51,440
-10,665
| -17% | -$1.84M | 0.08% | 194 |
|
|
2024
Q1 | $11.8M | Sell |
62,105
-450
| -0.7% | -$85.3K | 0.1% | 168 |
|
|
2023
Q4 | $11.2M | Buy |
62,555
+1,189
| +2% | +$213K | 0.09% | 176 |
|
|
2023
Q3 | $9.89M | Sell |
61,366
-5,951
| -9% | -$959K | 0.06% | 225 |
|
|
2023
Q2 | $9.85M | Sell |
67,317
-7,614
| -10% | -$1.11M | 0.05% | 234 |
|
|
2023
Q1 | $10.9M | Sell |
74,931
-93
| -0.1% | -$13.5K | 0.06% | 230 |
|
|
2022
Q4 | $10.8M | Sell |
75,024
-2,031
| -3% | -$291K | 0.06% | 241 |
|
|
2022
Q3 | $11.2M | Sell |
77,055
-216
| -0.3% | -$31.3K | 0.07% | 225 |
|
|
2022
Q2 | $11.8M | Buy |
77,271
+339
| +0.4% | +$51.9K | 0.06% | 237 |
|
|
2022
Q1 | $16.1M | Sell |
76,932
-344
| -0.4% | -$71.9K | 0.08% | 214 |
|
|
2021
Q4 | $18.9M | Sell |
77,276
-1,660
| -2% | -$406K | 0.09% | 202 |
|
|
2021
Q3 | $15.7M | Sell |
78,936
-354
| -0.4% | -$70.4K | 0.08% | 215 |
|
|
2021
Q2 | $14.8M | Sell |
79,290
-2,401
| -3% | -$448K | 0.07% | 231 |
|
|
2021
Q1 | $17M | Sell |
81,691
-3,533
| -4% | -$737K | 0.09% | 202 |
|
|
2020
Q4 | $15M | Buy |
85,224
+706
| +0.8% | +$124K | 0.09% | 209 |
|
|
2020
Q3 | $10.4M | Buy |
84,518
+983
| +1% | +$121K | 0.07% | 247 |
|
|
2020
Q2 | $11.7M | Buy |
83,535
+1,022
| +1% | +$143K | 0.08% | 227 |
|
|
2020
Q1 | $8.8M | Buy |
82,513
+4,300
| +5% | +$458K | 0.07% | 254 |
|
|
2019
Q4 | $10.9M | Sell |
78,213
-725
| -0.9% | -$101K | 0.07% | 297 |
|
|
2019
Q3 | $11.1M | Sell |
78,938
-5,509
| -7% | -$774K | 0.08% | 278 |
|
|
2019
Q2 | $12.3M | Buy |
84,447
+1,783
| +2% | +$260K | 0.08% | 259 |
|
|
2019
Q1 | $13M | Buy |
82,664
+54
| +0.1% | +$8.47K | 0.09% | 248 |
|
|
2018
Q4 | $13.4M | Buy |
82,610
+41
| +0% | +$6.64K | 0.11% | 203 |
|
|
2018
Q3 | $16.5M | Buy |
82,569
+154
| +0.2% | +$30.7K | 0.12% | 197 |
|
|
2018
Q2 | $14.2M | Sell |
82,415
-14,690
| -15% | -$2.53M | 0.11% | 209 |
|
|
2018
Q1 | $14M | Sell |
97,105
-4,246
| -4% | -$614K | 0.11% | 212 |
|
|
2017
Q4 | $13.3M | Sell |
101,351
-102
| -0.1% | -$13.4K | 0.11% | 233 |
|
|
2017
Q3 | $12.2M | Sell |
101,453
-5,260
| -5% | -$634K | 0.1% | 240 |
|
|
2017
Q2 | $13.6M | Buy |
106,713
+6,274
| +6% | +$797K | 0.12% | 195 |
|
|
2017
Q1 | $14.3M | Buy |
100,439
+2,938
| +3% | +$419K | 0.13% | 176 |
|
|
2016
Q4 | $14.1M | Buy |
97,501
+4,476
| +5% | +$648K | 0.14% | 168 |
|
|
2016
Q3 | $11.6M | Sell |
93,025
-3,244
| -3% | -$404K | 0.11% | 213 |
|
|
2016
Q2 | $11M | Buy |
96,269
+10,863
| +13% | +$1.24M | 0.11% | 210 |
|
|
2016
Q1 | $9.04M | Buy |
85,406
+5,557
| +7% | +$588K | 0.1% | 226 |
|
|
2015
Q4 | $7.74M | Sell |
79,849
-34,471
| -30% | -$3.34M | 0.09% | 254 |
|
|
2015
Q3 | $13.2M | Buy |
114,320
+25,249
| +28% | +$2.92M | 0.16% | 135 |
|
|
2015
Q2 | $10.7M | Buy |
89,071
+1,457
| +2% | +$175K | 0.12% | 197 |
|
|
2015
Q1 | $10.7M | Buy |
87,614
+6,741
| +8% | +$823K | 0.13% | 196 |
|
|
2014
Q4 | $10.6M | Buy |
80,873
+3,524
| +5% | +$460K | 0.16% | 155 |
|
|
2014
Q3 | $9.18M | Buy |
77,349
+2,172
| +3% | +$258K | 0.16% | 162 |
|
|
2014
Q2 | $8.38M | Buy |
75,177
+3,979
| +6% | +$443K | 0.16% | 171 |
|
|
2014
Q1 | $7.59M | Buy |
71,198
+27,038
| +61% | +$2.88M | 0.16% | 144 |
|
|
2013
Q4 | $4.01M | Buy |
+44,160
| New | +$4.01M | 0.14% | 161 |
|
|
2013
Q3 | – | Sell |
-86,455
| Closed | -$5.95M | – | 695 |
|
|
2013
Q2 | $5.95M | Buy |
+86,455
| New | +$5.95M | 0.16% | 164 |
|