United Capital Financial Advisors’s Lear LEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $379K | Buy |
+3,132
| New | +$390K | ﹤0.01% | 1211 |
|
|
2024
Q4 | – | Sell |
-2,004
| Closed | -$219K | – | 1088 |
|
|
2024
Q3 | $219K | Sell |
2,004
-81
| -4% | -$9.21K | ﹤0.01% | 984 |
|
|
2024
Q2 | $238K | Sell |
2,085
-663
| -24% | -$84.9K | ﹤0.01% | 928 |
|
|
2024
Q1 | $398K | Sell |
2,748
-502
| -15% | -$68.7K | ﹤0.01% | 794 |
|
|
2023
Q4 | $459K | Sell |
3,250
-1,081
| -25% | -$145K | ﹤0.01% | 744 |
|
|
2023
Q3 | $581K | Sell |
4,331
-2,463
| -36% | -$356K | ﹤0.01% | 616 |
|
|
2023
Q2 | $975K | Sell |
6,794
-822
| -11% | -$109K | 0.01% | 555 |
|
|
2023
Q1 | $1.06M | Buy |
+7,616
| New | +$1.05M | 0.01% | 562 |
|
|
2020
Q2 | – | Sell |
-191,895
| Closed | -$15.6M | – | 1222 |
|
|
2020
Q1 | $15.6M | Buy |
191,895
+19,439
| +11% | +$2.24M | 0.13% | 172 |
|
|
2019
Q4 | $23.7M | Sell |
172,456
-36,670
| -18% | -$4.54M | 0.15% | 158 |
|
|
2019
Q3 | $24.7M | Buy |
209,126
+65,378
| +45% | +$7.95M | 0.17% | 133 |
|
|
2019
Q2 | $20M | Sell |
143,748
-6,471
| -4% | -$908K | 0.13% | 162 |
|
|
2019
Q1 | $20.4M | Buy |
150,219
+20,524
| +16% | +$3.01M | 0.14% | 153 |
|
|
2018
Q4 | $15.9M | Buy |
129,695
+1,364
| +1% | +$182K | 0.13% | 168 |
|
|
2018
Q3 | $18.6M | Buy |
128,331
+39,424
| +44% | +$6.75M | 0.13% | 170 |
|
|
2018
Q2 | $16.5M | Buy |
88,907
+21,690
| +32% | +$4.24M | 0.12% | 182 |
|
|
2018
Q1 | $12.5M | Buy |
67,217
+56,965
| +556% | +$10.7M | 0.1% | 241 |
|
|
2017
Q4 | $1.81M | Buy |
10,252
+55
| +0.5% | +$9.65K | 0.01% | 619 |
|
|
2017
Q3 | $1.76M | Sell |
10,197
-8,379
| -45% | -$1.27M | 0.02% | 614 |
|
|
2017
Q2 | $2.64M | Buy |
18,576
+2,682
| +17% | +$380K | 0.02% | 513 |
|
|
2017
Q1 | $2.25M | Sell |
15,894
-5,257
| -25% | -$746K | 0.02% | 533 |
|
|
2016
Q4 | $2.8M | Sell |
21,151
-5,580
| -21% | -$702K | 0.03% | 483 |
|
|
2016
Q3 | $3.24M | Buy |
26,731
+347
| +1% | +$39.5K | 0.03% | 470 |
|
|
2016
Q2 | $2.69M | Buy |
26,384
+2,582
| +11% | +$290K | 0.03% | 492 |
|
|
2016
Q1 | $2.65M | Buy |
23,802
+13,366
| +128% | +$1.42M | 0.03% | 472 |
|
|
2015
Q4 | $1.28M | Buy |
10,436
+1,847
| +22% | +$225K | 0.01% | 635 |
|
|
2015
Q3 | $934K | Buy |
8,589
+2,998
| +54% | +$312K | 0.01% | 708 |
|
|
2015
Q2 | $628K | Sell |
5,591
-235
| -4% | -$27K | 0.01% | 842 |
|
|
2015
Q1 | $647K | Sell |
5,826
-357
| -6% | -$37.5K | 0.01% | 817 |
|
|
2014
Q4 | $606K | Buy |
6,183
+475
| +8% | +$43.6K | 0.01% | 765 |
|
|
2014
Q3 | $493K | Buy |
+5,708
| New | +$551K | 0.01% | 798 |
|
Other funds holding LEA
VPM
VCM
GA
