United Capital Financial Advisors’s ICICI Bank IBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
17,149
-1,415
| -8% | -$47.6K | ﹤0.01% | 734 |
|
|
2025
Q1 | $585K | Sell |
18,564
-1,509
| -8% | -$47.6K | 0.01% | 693 |
|
|
2024
Q4 | $599K | Buy |
20,073
+227
| +1% | +$6.78K | 0.01% | 681 |
|
|
2024
Q3 | $592K | Buy |
19,846
+1,066
| +6% | +$31.8K | ﹤0.01% | 685 |
|
|
2024
Q2 | $541K | Buy |
18,780
+1,954
| +12% | +$56.3K | ﹤0.01% | 686 |
|
|
2024
Q1 | $444K | Sell |
16,826
-103
| -0.6% | -$2.72K | ﹤0.01% | 758 |
|
|
2023
Q4 | $404K | Buy |
+16,929
| New | +$404K | ﹤0.01% | 779 |
|
|
2020
Q1 | – | Sell |
-14,146
| Closed | -$213K | – | 1266 |
|
|
2019
Q4 | $213K | Buy |
+14,146
| New | +$213K | ﹤0.01% | 1245 |
|
|
2019
Q3 | – | Sell |
-28,576
| Closed | -$360K | – | 1374 |
|
|
2019
Q2 | $360K | Buy |
28,576
+12,815
| +81% | +$161K | ﹤0.01% | 1129 |
|
|
2019
Q1 | $181K | Buy |
15,761
+520
| +3% | +$5.97K | ﹤0.01% | 1262 |
|
|
2018
Q4 | $157K | Sell |
15,241
-39
| -0.3% | -$402 | ﹤0.01% | 1218 |
|
|
2018
Q3 | $130K | Sell |
15,280
-158
| -1% | -$1.34K | ﹤0.01% | 1283 |
|
|
2018
Q2 | $124K | Sell |
15,438
-4,456
| -22% | -$35.8K | ﹤0.01% | 1261 |
|
|
2018
Q1 | $176K | Sell |
19,894
-2,147
| -10% | -$19K | ﹤0.01% | 1244 |
|
|
2017
Q4 | $214K | Sell |
22,041
-3,122
| -12% | -$30.3K | ﹤0.01% | 1216 |
|
|
2017
Q3 | $215K | Buy |
25,163
+2,824
| +13% | +$24.1K | ﹤0.01% | 1215 |
|
|
2017
Q2 | $200K | Sell |
22,339
-226
| -1% | -$2.02K | ﹤0.01% | 1209 |
|
|
2017
Q1 | $176K | Buy |
22,565
+3,688
| +20% | +$28.8K | ﹤0.01% | 1190 |
|
|
2016
Q4 | $129K | Buy |
18,877
+3,731
| +25% | +$25.5K | ﹤0.01% | 1222 |
|
|
2016
Q3 | $103K | Buy |
+15,146
| New | +$103K | ﹤0.01% | 1233 |
|
|
2015
Q4 | – | Sell |
-14,610
| Closed | -$111K | – | 1251 |
|
|
2015
Q3 | $111K | Sell |
14,610
-79,857
| -85% | -$607K | ﹤0.01% | 1202 |
|
|
2015
Q2 | $895K | Sell |
94,467
-39,432
| -29% | -$374K | 0.01% | 750 |
|
|
2015
Q1 | $1.33M | Buy |
133,899
+35,459
| +36% | +$352K | 0.02% | 665 |
|
|
2014
Q4 | $1.03M | Buy |
+98,440
| New | +$1.03M | 0.02% | 643 |
|