United Capital Financial Advisors’s Jones Lang LaSalle JLL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Buy |
969
+114
| +13% | +$29.2K | ﹤0.01% | 975 |
|
|
2025
Q1 | $212K | Buy |
855
+24
| +3% | +$5.95K | ﹤0.01% | 989 |
|
|
2024
Q4 | $210K | Sell |
831
-10
| -1% | -$2.53K | ﹤0.01% | 995 |
|
|
2024
Q3 | $227K | Buy |
+841
| New | +$227K | ﹤0.01% | 965 |
|
|
2022
Q3 | – | Sell |
-1,905
| Closed | -$333K | – | 1117 |
|
|
2022
Q2 | $333K | Sell |
1,905
-174
| -8% | -$30.4K | ﹤0.01% | 908 |
|
|
2022
Q1 | $498K | Buy |
+2,079
| New | +$498K | ﹤0.01% | 831 |
|
|
2019
Q3 | – | Sell |
-4,128
| Closed | -$581K | – | 1384 |
|
|
2019
Q2 | $581K | Sell |
4,128
-32,276
| -89% | -$4.54M | ﹤0.01% | 985 |
|
|
2019
Q1 | $5.61M | Buy |
36,404
+32,305
| +788% | +$4.98M | 0.04% | 389 |
|
|
2018
Q4 | $519K | Sell |
4,099
-2,136
| -34% | -$270K | ﹤0.01% | 908 |
|
|
2018
Q3 | $897K | Sell |
6,235
-595
| -9% | -$85.6K | 0.01% | 809 |
|
|
2018
Q2 | $1.13M | Sell |
6,830
-4,449
| -39% | -$739K | 0.01% | 737 |
|
|
2018
Q1 | $1.97M | Buy |
+11,279
| New | +$1.97M | 0.02% | 592 |
|
|
2017
Q2 | – | Sell |
-9,487
| Closed | -$1.06M | – | 1293 |
|
|
2017
Q1 | $1.06M | Buy |
9,487
+5,458
| +135% | +$608K | 0.01% | 729 |
|
|
2016
Q4 | $407K | Sell |
4,029
-9,418
| -70% | -$951K | ﹤0.01% | 981 |
|
|
2016
Q3 | $1.53M | Buy |
13,447
+430
| +3% | +$48.9K | 0.01% | 659 |
|
|
2016
Q2 | $1.26M | Buy |
13,017
+1,365
| +12% | +$132K | 0.01% | 667 |
|
|
2016
Q1 | $1.37M | Buy |
11,652
+2,271
| +24% | +$266K | 0.02% | 624 |
|
|
2015
Q4 | $1.5M | Buy |
9,381
+2,562
| +38% | +$410K | 0.02% | 600 |
|
|
2015
Q3 | $980K | Buy |
6,819
+2,471
| +57% | +$355K | 0.01% | 696 |
|
|
2015
Q2 | $744K | Buy |
4,348
+546
| +14% | +$93.4K | 0.01% | 789 |
|
|
2015
Q1 | $631K | Buy |
3,802
+34
| +0.9% | +$5.64K | 0.01% | 820 |
|
|
2014
Q4 | $565K | Buy |
3,768
+438
| +13% | +$65.7K | 0.01% | 787 |
|
|
2014
Q3 | $421K | Buy |
+3,330
| New | +$421K | 0.01% | 836 |
|