United Capital Financial Advisors’s Middlefield Banc Corp MBCN Stock Holding History

United Capital Financial Advisors’s Portfolio MBCN Stock Details MBCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$382K	Hold	12,700	–	–	﹤0.01%	845
2025 Q1	$355K	Sell	12,700 -2,300	-15%	-$64.3K	﹤0.01%	834
2024 Q4	$421K	Hold	15,000	–	–	﹤0.01%	774
2024 Q3	$432K	Sell	15,000 -3,264	-18%	-$94K	﹤0.01%	766
2024 Q2	$439K	Hold	18,264	–	–	﹤0.01%	732
2024 Q1	$436K	Buy	+18,264	New	+$436K	﹤0.01%	765
2022 Q2	–	Sell	-30,000	Closed	-$745K	–	1161
2022 Q1	$745K	Hold	30,000	–	–	﹤0.01%	740
2021 Q4	$744K	Hold	30,000	–	–	﹤0.01%	754
2021 Q3	$715K	Hold	30,000	–	–	﹤0.01%	762
2021 Q2	$708K	Hold	30,000	–	–	﹤0.01%	780
2021 Q1	$629K	Sell	30,000 -636	-2%	-$13.3K	﹤0.01%	787
2020 Q4	$689K	Hold	30,636	–	–	﹤0.01%	765
2020 Q3	$591K	Hold	30,636	–	–	﹤0.01%	788
2020 Q2	$636K	Hold	30,636	–	–	﹤0.01%	780
2020 Q1	$484K	Hold	30,636	–	–	﹤0.01%	826
2019 Q4	$799K	Hold	30,636	–	–	0.01%	847
2019 Q3	$718K	Hold	30,636	–	–	0.01%	836
2019 Q2	$628K	Hold	30,636	–	–	﹤0.01%	958
2019 Q1	$631K	Hold	30,636	–	–	﹤0.01%	907
2018 Q4	$650K	Hold	30,636	–	–	0.01%	824
2018 Q3	$721K	Hold	30,636	–	–	0.01%	861
2018 Q2	$777K	Hold	30,636	–	–	0.01%	828
2018 Q1	$752K	Hold	30,636	–	–	0.01%	843
2017 Q4	$738K	Hold	30,636	–	–	0.01%	860
2017 Q3	$706K	Hold	30,636	–	–	0.01%	867
2017 Q2	$772K	Hold	30,636	–	–	0.01%	832
2017 Q1	$692K	Hold	30,636	–	–	0.01%	837
2016 Q4	$593K	Hold	30,636	–	–	0.01%	888
2016 Q3	$518K	Hold	30,636	–	–	0.01%	963
2016 Q2	$490K	Hold	30,636	–	–	0.01%	927
2016 Q1	$483K	Hold	30,636	–	–	0.01%	889
2015 Q4	$496K	Hold	30,636	–	–	0.01%	888
2015 Q3	$469K	Hold	30,636	–	–	0.01%	913
2015 Q2	$502K	Hold	30,636	–	–	0.01%	922
2015 Q1	$488K	Hold	30,636	–	–	0.01%	901
2014 Q4	$515K	Hold	30,636	–	–	0.01%	812
2014 Q3	$519K	Buy	+30,636	New	+$519K	0.01%	787