United Capital Financial Advisors’s Main Street Capital MAIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$295K	Sell	5,578 -356	-6%	-$21.1K	﹤0.01%	1353
2025 Q4	$358K	Buy	+5,934	New	+$350K	﹤0.01%	1099
2020 Q1	–	Sell	-4,865	Closed	-$210K	–	1299
2019 Q4	$210K	Sell	4,865 -3	-0.1%	-$128	﹤0.01%	1267
2019 Q3	$210K	Sell	4,868 -1,341	-22%	-$57.2K	﹤0.01%	1178
2019 Q2	$255K	Buy	+6,209	New	+$247K	﹤0.01%	1281
2018 Q4	–	Sell	-6,788	Closed	-$261K	–	1343
2018 Q3	$261K	Buy	+6,788	New	+$269K	﹤0.01%	1161
2017 Q1	–	Sell	-5,563	Closed	-$205K	–	1264
2016 Q4	$205K	Buy	+5,563	New	+$197K	﹤0.01%	1178
2015 Q4	–	Sell	-37,350	Closed	-$996K	–	1258
2015 Q3	$996K	Buy	+37,350	New	+$1.1M	0.01%	687