United Capital Financial Advisors’s First Industrial Realty Trust FR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,668
| Closed | -$252K | – | 1102 |
|
|
2025
Q1 | $252K | Buy |
+4,668
| New | +$252K | ﹤0.01% | 935 |
|
|
2024
Q4 | – | Sell |
-3,967
| Closed | -$222K | – | 1069 |
|
|
2024
Q3 | $222K | Sell |
3,967
-724
| -15% | -$40.5K | ﹤0.01% | 976 |
|
|
2024
Q2 | $223K | Sell |
4,691
-235
| -5% | -$11.2K | ﹤0.01% | 942 |
|
|
2024
Q1 | $259K | Buy |
+4,926
| New | +$259K | ﹤0.01% | 921 |
|
|
2023
Q4 | – | Sell |
-4,211
| Closed | -$200K | – | 1075 |
|
|
2023
Q3 | $200K | Sell |
4,211
-664
| -14% | -$31.6K | ﹤0.01% | 806 |
|
|
2023
Q2 | $257K | Sell |
4,875
-404
| -8% | -$21.3K | ﹤0.01% | 803 |
|
|
2023
Q1 | $281K | Sell |
5,279
-673
| -11% | -$35.8K | ﹤0.01% | 837 |
|
|
2022
Q4 | $287K | Buy |
+5,952
| New | +$287K | ﹤0.01% | 894 |
|