United Capital Financial Advisors’s Harley-Davidson HOG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,328	Closed	-$277K	–	1065
2024 Q1	$277K	Buy	6,328 +821	+15%	+$30.4K	﹤0.01%	908
2023 Q4	$203K	Buy	+5,507	New	+$170K	﹤0.01%	1002
2021 Q3	–	Sell	-5,428	Closed	-$249K	–	1217
2021 Q2	$249K	Sell	5,428 -97	-2%	-$4.5K	﹤0.01%	1077
2021 Q1	$222K	Buy	+5,525	New	+$205K	﹤0.01%	1085
2018 Q4	–	Sell	-5,669	Closed	-$257K	–	1327
2018 Q3	$257K	Sell	5,669 -11	-0.2%	-$477	﹤0.01%	1167
2018 Q2	$239K	Sell	5,680 -129	-2%	-$5.44K	﹤0.01%	1174
2018 Q1	$249K	Buy	5,809 +347	+6%	+$16.6K	﹤0.01%	1157
2017 Q4	$278K	Sell	5,462 -352	-6%	-$17.1K	﹤0.01%	1142
2017 Q3	$280K	Sell	5,814 -50	-0.9%	-$2.43K	﹤0.01%	1135
2017 Q2	$317K	Buy	+5,864	New	+$326K	﹤0.01%	1057
2017 Q1	–	Sell	-3,556	Closed	-$207K	–	1261
2016 Q4	$207K	Sell	3,556 -17,589	-83%	-$1M	﹤0.01%	1173
2016 Q3	$1.11M	Sell	21,145 -3,915	-16%	-$202K	0.01%	748
2016 Q2	$1.13M	Sell	25,060 -5,981	-19%	-$275K	0.01%	703
2016 Q1	$1.59M	Sell	31,041 -3,482	-10%	-$152K	0.02%	585
2015 Q4	$1.57M	Sell	34,523 -10,327	-23%	-$509K	0.02%	589
2015 Q3	$2.46M	Sell	44,850 -1,575	-3%	-$88.9K	0.03%	490
2015 Q2	$2.62M	Sell	46,425 -2,013	-4%	-$115K	0.03%	518
2015 Q1	$2.72M	Sell	48,438 -2,994	-6%	-$188K	0.03%	489
2014 Q4	$3.39M	Sell	51,432 -45,133	-47%	-$2.91M	0.05%	348
2014 Q3	$5.62M	Buy	96,565 +42,974	+80%	+$2.75M	0.1%	233
2014 Q2	$3.74M	Buy	+53,591	New	+$3.78M	0.07%	280