United Capital Financial Advisors’s CGI GIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
36,917
-1,230
| -3% | -$129K | 0.03% | 313 |
|
|
2025
Q1 | $3.81M | Sell |
38,147
-2,045
| -5% | -$204K | 0.03% | 308 |
|
|
2024
Q4 | $4.39M | Sell |
40,192
-1,812
| -4% | -$198K | 0.04% | 276 |
|
|
2024
Q3 | $4.83M | Sell |
42,004
-1,829
| -4% | -$210K | 0.04% | 267 |
|
|
2024
Q2 | $4.37M | Sell |
43,833
-1,303
| -3% | -$130K | 0.04% | 280 |
|
|
2024
Q1 | $4.99M | Sell |
45,136
-3,591
| -7% | -$397K | 0.04% | 281 |
|
|
2023
Q4 | $5.22M | Sell |
48,727
-36,783
| -43% | -$3.94M | 0.04% | 279 |
|
|
2023
Q3 | $8.42M | Sell |
85,510
-2,811
| -3% | -$277K | 0.06% | 244 |
|
|
2023
Q2 | $9.31M | Sell |
88,321
-6,386
| -7% | -$673K | 0.05% | 244 |
|
|
2023
Q1 | $9.12M | Sell |
94,707
-2,195
| -2% | -$211K | 0.05% | 247 |
|
|
2022
Q4 | $8.35M | Sell |
96,902
-2,155
| -2% | -$186K | 0.05% | 267 |
|
|
2022
Q3 | $7.45M | Sell |
99,057
-12,925
| -12% | -$972K | 0.04% | 274 |
|
|
2022
Q2 | $8.92M | Buy |
111,982
+173
| +0.2% | +$13.8K | 0.05% | 266 |
|
|
2022
Q1 | $8.93M | Buy |
111,809
+9,421
| +9% | +$752K | 0.04% | 293 |
|
|
2021
Q4 | $9.06M | Sell |
102,388
-2,441
| -2% | -$216K | 0.04% | 289 |
|
|
2021
Q3 | $8.89M | Buy |
104,829
+1,915
| +2% | +$162K | 0.04% | 293 |
|
|
2021
Q2 | $9.32M | Buy |
102,914
+3,467
| +3% | +$314K | 0.05% | 282 |
|
|
2021
Q1 | $8.28M | Sell |
99,447
-2,345
| -2% | -$195K | 0.05% | 284 |
|
|
2020
Q4 | $8.07M | Sell |
101,792
-3,868
| -4% | -$307K | 0.05% | 278 |
|
|
2020
Q3 | $7.16M | Sell |
105,660
-25,085
| -19% | -$1.7M | 0.05% | 284 |
|
|
2020
Q2 | $8.24M | Sell |
130,745
-25,293
| -16% | -$1.59M | 0.06% | 281 |
|
|
2020
Q1 | $8.49M | Sell |
156,038
-8,250
| -5% | -$449K | 0.07% | 257 |
|
|
2019
Q4 | $13.8M | Buy |
164,288
+3,677
| +2% | +$308K | 0.09% | 254 |
|
|
2019
Q3 | $12.7M | Sell |
160,611
-10,434
| -6% | -$826K | 0.09% | 256 |
|
|
2019
Q2 | $13.1M | Sell |
171,045
-9,239
| -5% | -$709K | 0.09% | 248 |
|
|
2019
Q1 | $12.4M | Sell |
180,284
-7,707
| -4% | -$530K | 0.09% | 255 |
|
|
2018
Q4 | $11.5M | Sell |
187,991
-24,696
| -12% | -$1.51M | 0.09% | 233 |
|
|
2018
Q3 | $13.7M | Sell |
212,687
-2,034
| -0.9% | -$131K | 0.1% | 231 |
|
|
2018
Q2 | $13.6M | Buy |
214,721
+4,965
| +2% | +$314K | 0.1% | 228 |
|
|
2018
Q1 | $12.1M | Buy |
209,756
+9,907
| +5% | +$571K | 0.09% | 250 |
|
|
2017
Q4 | $10.9M | Buy |
199,849
+17,159
| +9% | +$932K | 0.09% | 280 |
|
|
2017
Q3 | $9.48M | Buy |
182,690
+16,139
| +10% | +$837K | 0.08% | 292 |
|
|
2017
Q2 | $11M | Sell |
166,551
-1,961
| -1% | -$130K | 0.1% | 248 |
|
|
2017
Q1 | $8.08M | Buy |
168,512
+9,208
| +6% | +$441K | 0.08% | 305 |
|
|
2016
Q4 | $7.65M | Buy |
159,304
+3,221
| +2% | +$155K | 0.07% | 310 |
|
|
2016
Q3 | $7.43M | Buy |
156,083
+4,639
| +3% | +$221K | 0.07% | 319 |
|
|
2016
Q2 | $6.51M | Buy |
151,444
+503
| +0.3% | +$21.6K | 0.07% | 325 |
|
|
2016
Q1 | $7.21M | Buy |
150,941
+79,210
| +110% | +$3.78M | 0.08% | 267 |
|
|
2015
Q4 | $2.87M | Sell |
71,731
-793
| -1% | -$31.7K | 0.03% | 466 |
|
|
2015
Q3 | $2.63M | Buy |
72,524
+3,941
| +6% | +$143K | 0.03% | 470 |
|
|
2015
Q2 | $2.68M | Buy |
68,583
+13,976
| +26% | +$546K | 0.03% | 509 |
|
|
2015
Q1 | $2.3M | Buy |
+54,607
| New | +$2.3M | 0.03% | 522 |
|