United Capital Financial Advisors’s HDFC Bank HDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.71M | Buy |
100,577
+13,497
| +15% | +$1.03M | 0.06% | 231 |
|
|
2025
Q1 | $5.79M | Sell |
87,080
-15,645
| -15% | -$1.04M | 0.05% | 253 |
|
|
2024
Q4 | $6.56M | Sell |
102,725
-11,353
| -10% | -$725K | 0.06% | 224 |
|
|
2024
Q3 | $7.14M | Sell |
114,078
-3,274
| -3% | -$205K | 0.06% | 217 |
|
|
2024
Q2 | $7.55M | Buy |
117,352
+811
| +0.7% | +$52.2K | 0.06% | 208 |
|
|
2024
Q1 | $6.52M | Sell |
116,541
-4,370
| -4% | -$245K | 0.05% | 233 |
|
|
2023
Q4 | $8.11M | Sell |
120,911
-58,731
| -33% | -$3.94M | 0.07% | 222 |
|
|
2023
Q3 | $10.6M | Sell |
179,642
-8,656
| -5% | -$511K | 0.07% | 220 |
|
|
2023
Q2 | $13.1M | Sell |
188,298
-514
| -0.3% | -$35.8K | 0.07% | 207 |
|
|
2023
Q1 | $12.6M | Buy |
188,812
+7,840
| +4% | +$523K | 0.07% | 210 |
|
|
2022
Q4 | $12.4M | Sell |
180,972
-2,299
| -1% | -$157K | 0.07% | 222 |
|
|
2022
Q3 | $10.7M | Sell |
183,271
-1,919
| -1% | -$112K | 0.06% | 231 |
|
|
2022
Q2 | $10.2M | Sell |
185,190
-10,092
| -5% | -$555K | 0.06% | 254 |
|
|
2022
Q1 | $12M | Buy |
195,282
+1,339
| +0.7% | +$82.1K | 0.06% | 254 |
|
|
2021
Q4 | $12.6M | Buy |
193,943
+11,665
| +6% | +$759K | 0.06% | 257 |
|
|
2021
Q3 | $13.3M | Buy |
182,278
+7,219
| +4% | +$528K | 0.07% | 245 |
|
|
2021
Q2 | $12.8M | Buy |
175,059
+7,730
| +5% | +$565K | 0.06% | 246 |
|
|
2021
Q1 | $13M | Buy |
167,329
+1,224
| +0.7% | +$95.1K | 0.07% | 233 |
|
|
2020
Q4 | $12M | Sell |
166,105
-12,656
| -7% | -$915K | 0.07% | 237 |
|
|
2020
Q3 | $8.93M | Sell |
178,761
-35,295
| -16% | -$1.76M | 0.06% | 266 |
|
|
2020
Q2 | $9.73M | Sell |
214,056
-54,767
| -20% | -$2.49M | 0.07% | 254 |
|
|
2020
Q1 | $10.3M | Buy |
268,823
+10,317
| +4% | +$397K | 0.09% | 232 |
|
|
2019
Q4 | $16.4M | Buy |
258,506
+7,245
| +3% | +$459K | 0.11% | 230 |
|
|
2019
Q3 | $14.6M | Sell |
251,261
-3,717
| -1% | -$217K | 0.1% | 235 |
|
|
2019
Q2 | $16.4M | Sell |
254,978
-7,684
| -3% | -$495K | 0.11% | 205 |
|
|
2019
Q1 | $15.2M | Sell |
262,662
-3,848
| -1% | -$223K | 0.11% | 210 |
|
|
2018
Q4 | $13.8M | Sell |
266,510
-27,072
| -9% | -$1.4M | 0.11% | 193 |
|
|
2018
Q3 | $13.8M | Buy |
293,582
+3,632
| +1% | +$171K | 0.1% | 227 |
|
|
2018
Q2 | $15.2M | Buy |
289,950
+118,270
| +69% | +$6.21M | 0.11% | 200 |
|
|
2018
Q1 | $8.48M | Buy |
171,680
+9,248
| +6% | +$457K | 0.06% | 321 |
|
|
2017
Q4 | $8.26M | Buy |
162,432
+157,298
| +3,064% | +$8M | 0.07% | 322 |
|
|
2017
Q3 | $247K | Sell |
5,134
-110
| -2% | -$5.29K | ﹤0.01% | 1179 |
|
|
2017
Q2 | $228K | Buy |
+5,244
| New | +$228K | ﹤0.01% | 1165 |
|
|
2015
Q3 | – | Sell |
-27,496
| Closed | -$832K | – | 1276 |
|
|
2015
Q2 | $832K | Buy |
+27,496
| New | +$832K | 0.01% | 763 |
|