United Capital Financial Advisors’s LHC Group LLC LHCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,240
| Closed | -$524K | – | 1092 |
|
|
2022
Q4 | $524K | Buy |
3,240
+32
| +1% | +$5.17K | ﹤0.01% | 745 |
|
|
2022
Q3 | $525K | Sell |
3,208
-42
| -1% | -$6.87K | ﹤0.01% | 748 |
|
|
2022
Q2 | $506K | Sell |
3,250
-51
| -2% | -$7.94K | ﹤0.01% | 793 |
|
|
2022
Q1 | $557K | Buy |
3,301
+99
| +3% | +$16.7K | ﹤0.01% | 809 |
|
|
2021
Q4 | $439K | Hold |
3,202
| – | – | ﹤0.01% | 897 |
|
|
2021
Q3 | $502K | Hold |
3,202
| – | – | ﹤0.01% | 854 |
|
|
2021
Q2 | $641K | Sell |
3,202
-1
| -0% | -$200 | ﹤0.01% | 805 |
|
|
2021
Q1 | $612K | Hold |
3,203
| – | – | ﹤0.01% | 794 |
|
|
2020
Q4 | $683K | Hold |
3,203
| – | – | ﹤0.01% | 767 |
|
|
2020
Q3 | $681K | Sell |
3,203
-90
| -3% | -$19.1K | ﹤0.01% | 756 |
|
|
2020
Q2 | $574K | Hold |
3,293
| – | – | ﹤0.01% | 814 |
|
|
2020
Q1 | $462K | Sell |
3,293
-915
| -22% | -$128K | ﹤0.01% | 844 |
|
|
2019
Q4 | $580K | Hold |
4,208
| – | – | ﹤0.01% | 937 |
|
|
2019
Q3 | $478K | Hold |
4,208
| – | – | ﹤0.01% | 960 |
|
|
2019
Q2 | $503K | Hold |
4,208
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q1 | $466K | Hold |
4,208
| – | – | ﹤0.01% | 993 |
|
|
2018
Q4 | $395K | Buy |
4,208
+915
| +28% | +$85.9K | ﹤0.01% | 980 |
|
|
2018
Q3 | $339K | Hold |
3,293
| – | – | ﹤0.01% | 1065 |
|
|
2018
Q2 | $282K | Buy |
+3,293
| New | +$282K | ﹤0.01% | 1103 |
|