United Capital Financial Advisors’s ITT ITT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
2,237
+37
| +2% | +$5.8K | ﹤0.01% | 870 |
|
|
2025
Q1 | $284K | Buy |
2,200
+37
| +2% | +$4.78K | ﹤0.01% | 899 |
|
|
2024
Q4 | $309K | Buy |
2,163
+2
| +0.1% | +$286 | ﹤0.01% | 863 |
|
|
2024
Q3 | $323K | Buy |
2,161
+40
| +2% | +$5.98K | ﹤0.01% | 852 |
|
|
2024
Q2 | $274K | Sell |
2,121
-152
| -7% | -$19.6K | ﹤0.01% | 880 |
|
|
2024
Q1 | $309K | Sell |
2,273
-147
| -6% | -$20K | ﹤0.01% | 859 |
|
|
2023
Q4 | $289K | Buy |
+2,420
| New | +$289K | ﹤0.01% | 883 |
|
|
2023
Q3 | – | Sell |
-2,154
| Closed | -$201K | – | 870 |
|
|
2023
Q2 | $201K | Sell |
2,154
-252
| -10% | -$23.5K | ﹤0.01% | 857 |
|
|
2023
Q1 | $208K | Buy |
+2,406
| New | +$208K | ﹤0.01% | 919 |
|
|
2022
Q2 | – | Sell |
-6,119
| Closed | -$460K | – | 1157 |
|
|
2022
Q1 | $460K | Buy |
6,119
+18
| +0.3% | +$1.35K | ﹤0.01% | 851 |
|
|
2021
Q4 | $623K | Buy |
6,101
+5
| +0.1% | +$511 | ﹤0.01% | 801 |
|
|
2021
Q3 | $523K | Sell |
6,096
-8
| -0.1% | -$686 | ﹤0.01% | 841 |
|
|
2021
Q2 | $559K | Sell |
6,104
-26
| -0.4% | -$2.38K | ﹤0.01% | 831 |
|
|
2021
Q1 | $557K | Buy |
6,130
+51
| +0.8% | +$4.63K | ﹤0.01% | 821 |
|
|
2020
Q4 | $468K | Buy |
6,079
+1,503
| +33% | +$116K | ﹤0.01% | 860 |
|
|
2020
Q3 | $270K | Buy |
4,576
+2
| +0% | +$118 | ﹤0.01% | 980 |
|
|
2020
Q2 | $269K | Hold |
4,574
| – | – | ﹤0.01% | 1015 |
|
|
2020
Q1 | $207K | Hold |
4,574
| – | – | ﹤0.01% | 1057 |
|
|
2019
Q4 | $338K | Sell |
4,574
-1,471
| -24% | -$109K | ﹤0.01% | 1089 |
|
|
2019
Q3 | $370K | Sell |
6,045
-276
| -4% | -$16.9K | ﹤0.01% | 1023 |
|
|
2019
Q2 | $405K | Sell |
6,321
-1
| -0% | -$64 | ﹤0.01% | 1100 |
|
|
2019
Q1 | $365K | Sell |
6,322
-300
| -5% | -$17.3K | ﹤0.01% | 1060 |
|
|
2018
Q4 | $312K | Sell |
6,622
-5
| -0.1% | -$236 | ﹤0.01% | 1049 |
|
|
2018
Q3 | $406K | Buy |
6,627
+47
| +0.7% | +$2.88K | ﹤0.01% | 1015 |
|
|
2018
Q2 | $340K | Buy |
6,580
+30
| +0.5% | +$1.55K | ﹤0.01% | 1046 |
|
|
2018
Q1 | $321K | Sell |
6,550
-124
| -2% | -$6.08K | ﹤0.01% | 1069 |
|
|
2017
Q4 | $358K | Sell |
6,674
-43
| -0.6% | -$2.31K | ﹤0.01% | 1056 |
|
|
2017
Q3 | $297K | Sell |
6,717
-13
| -0.2% | -$575 | ﹤0.01% | 1117 |
|
|
2017
Q2 | $270K | Buy |
6,730
+130
| +2% | +$5.22K | ﹤0.01% | 1106 |
|
|
2017
Q1 | $271K | Buy |
6,600
+42
| +0.6% | +$1.73K | ﹤0.01% | 1079 |
|
|
2016
Q4 | $253K | Sell |
6,558
-803
| -11% | -$31K | ﹤0.01% | 1105 |
|
|
2016
Q3 | $264K | Buy |
7,361
+69
| +0.9% | +$2.48K | ﹤0.01% | 1109 |
|
|
2016
Q2 | $233K | Buy |
+7,292
| New | +$233K | ﹤0.01% | 1123 |
|
|
2014
Q4 | – | Sell |
-4,824
| Closed | -$217K | – | 1171 |
|
|
2014
Q3 | $217K | Buy |
+4,824
| New | +$217K | ﹤0.01% | 1024 |
|