United Capital Financial Advisors’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
62,789
-1,277
| -2% | -$27.9K | 0.01% | 516 |
|
|
2025
Q1 | $1.26M | Buy |
64,066
+1,829
| +3% | +$35.8K | 0.01% | 518 |
|
|
2024
Q4 | $975K | Sell |
62,237
-3,386
| -5% | -$53.1K | 0.01% | 549 |
|
|
2024
Q3 | $1.19M | Buy |
65,623
+789
| +1% | +$14.3K | 0.01% | 504 |
|
|
2024
Q2 | $1.11M | Sell |
64,834
-319,794
| -83% | -$5.48M | 0.01% | 502 |
|
|
2024
Q1 | $6.34M | Sell |
384,628
-36,493
| -9% | -$602K | 0.05% | 239 |
|
|
2023
Q4 | $6.33M | Sell |
421,121
-273,370
| -39% | -$4.11M | 0.05% | 259 |
|
|
2023
Q3 | $9.15M | Sell |
694,491
-33,074
| -5% | -$436K | 0.06% | 232 |
|
|
2023
Q2 | $9.8M | Buy |
727,565
+701,934
| +2,739% | +$9.46M | 0.05% | 236 |
|
|
2023
Q1 | $304K | Sell |
25,631
-9,064
| -26% | -$108K | ﹤0.01% | 818 |
|
|
2022
Q4 | $422K | Sell |
34,695
-1,961
| -5% | -$23.9K | ﹤0.01% | 793 |
|
|
2022
Q3 | $312K | Buy |
36,656
+73
| +0.2% | +$621 | ﹤0.01% | 899 |
|
|
2022
Q2 | $363K | Sell |
36,583
-1,654
| -4% | -$16.4K | ﹤0.01% | 887 |
|
|
2022
Q1 | $399K | Sell |
38,237
-426
| -1% | -$4.45K | ﹤0.01% | 901 |
|
|
2021
Q4 | $538K | Buy |
38,663
+3,241
| +9% | +$45.1K | ﹤0.01% | 833 |
|
|
2021
Q3 | $513K | Buy |
35,422
+385
| +1% | +$5.58K | ﹤0.01% | 845 |
|
|
2021
Q2 | $464K | Buy |
35,037
+2,363
| +7% | +$31.3K | ﹤0.01% | 876 |
|
|
2021
Q1 | $400K | Buy |
+32,674
| New | +$400K | ﹤0.01% | 911 |
|
|
2020
Q1 | – | Sell |
-32,213
| Closed | -$388K | – | 1270 |
|
|
2019
Q4 | $388K | Buy |
+32,213
| New | +$388K | ﹤0.01% | 1050 |
|
|
2019
Q3 | – | Sell |
-41,053
| Closed | -$475K | – | 1377 |
|
|
2019
Q2 | $475K | Buy |
41,053
+20,135
| +96% | +$233K | ﹤0.01% | 1055 |
|
|
2019
Q1 | $254K | Buy |
20,918
+530
| +3% | +$6.44K | ﹤0.01% | 1169 |
|
|
2018
Q4 | $217K | Buy |
20,388
+8,023
| +65% | +$85.4K | ﹤0.01% | 1174 |
|
|
2018
Q3 | $160K | Sell |
12,365
-5,212
| -30% | -$67.4K | ﹤0.01% | 1270 |
|
|
2018
Q2 | $252K | Buy |
17,577
+4,400
| +33% | +$63.1K | ﹤0.01% | 1160 |
|
|
2018
Q1 | $223K | Buy |
13,177
+557
| +4% | +$9.43K | ﹤0.01% | 1203 |
|
|
2017
Q4 | $233K | Buy |
+12,620
| New | +$233K | ﹤0.01% | 1194 |
|
|
2016
Q2 | – | Sell |
-17,192
| Closed | -$205K | – | 1270 |
|
|
2016
Q1 | $205K | Sell |
17,192
-31,919
| -65% | -$381K | ﹤0.01% | 1115 |
|
|
2015
Q4 | $661K | Sell |
49,111
-288,965
| -85% | -$3.89M | 0.01% | 815 |
|
|
2015
Q3 | $4.78M | Buy |
338,076
+72,819
| +27% | +$1.03M | 0.06% | 328 |
|
|
2015
Q2 | $4.4M | Buy |
+265,257
| New | +$4.4M | 0.05% | 370 |
|