United Capital Financial Advisors’s Harley-Davidson HOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,328
| Closed | -$277K | – | 1058 |
|
|
2024
Q1 | $277K | Buy |
6,328
+821
| +15% | +$35.9K | ﹤0.01% | 902 |
|
|
2023
Q4 | $203K | Buy |
+5,507
| New | +$203K | ﹤0.01% | 998 |
|
|
2021
Q3 | – | Sell |
-5,428
| Closed | -$249K | – | 1212 |
|
|
2021
Q2 | $249K | Sell |
5,428
-97
| -2% | -$4.45K | ﹤0.01% | 1070 |
|
|
2021
Q1 | $222K | Buy |
+5,525
| New | +$222K | ﹤0.01% | 1083 |
|
|
2018
Q4 | – | Sell |
-5,669
| Closed | -$257K | – | 1327 |
|
|
2018
Q3 | $257K | Sell |
5,669
-11
| -0.2% | -$499 | ﹤0.01% | 1167 |
|
|
2018
Q2 | $239K | Sell |
5,680
-129
| -2% | -$5.43K | ﹤0.01% | 1174 |
|
|
2018
Q1 | $249K | Buy |
5,809
+347
| +6% | +$14.9K | ﹤0.01% | 1157 |
|
|
2017
Q4 | $278K | Sell |
5,462
-352
| -6% | -$17.9K | ﹤0.01% | 1142 |
|
|
2017
Q3 | $280K | Sell |
5,814
-50
| -0.9% | -$2.41K | ﹤0.01% | 1135 |
|
|
2017
Q2 | $317K | Buy |
+5,864
| New | +$317K | ﹤0.01% | 1057 |
|
|
2017
Q1 | – | Sell |
-3,556
| Closed | -$207K | – | 1261 |
|
|
2016
Q4 | $207K | Sell |
3,556
-17,589
| -83% | -$1.02M | ﹤0.01% | 1173 |
|
|
2016
Q3 | $1.11M | Sell |
21,145
-3,915
| -16% | -$206K | 0.01% | 748 |
|
|
2016
Q2 | $1.13M | Sell |
25,060
-5,981
| -19% | -$269K | 0.01% | 703 |
|
|
2016
Q1 | $1.59M | Sell |
31,041
-3,482
| -10% | -$179K | 0.02% | 585 |
|
|
2015
Q4 | $1.57M | Sell |
34,523
-10,327
| -23% | -$469K | 0.02% | 589 |
|
|
2015
Q3 | $2.46M | Sell |
44,850
-1,575
| -3% | -$86.5K | 0.03% | 490 |
|
|
2015
Q2 | $2.62M | Sell |
46,425
-2,013
| -4% | -$113K | 0.03% | 518 |
|
|
2015
Q1 | $2.72M | Sell |
48,438
-2,994
| -6% | -$168K | 0.03% | 489 |
|
|
2014
Q4 | $3.39M | Sell |
51,432
-45,133
| -47% | -$2.97M | 0.05% | 348 |
|
|
2014
Q3 | $5.62M | Buy |
96,565
+42,974
| +80% | +$2.5M | 0.1% | 233 |
|
|
2014
Q2 | $3.74M | Buy |
+53,591
| New | +$3.74M | 0.07% | 280 |
|