United Capital Financial Advisors’s Middlefield Banc Corp MBCN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
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|
2025
Q1 | $355K | Sell |
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|
2024
Q4 | $421K | Hold |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $439K | Hold |
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|
2024
Q1 | $436K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $745K | Hold |
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|
2021
Q4 | $744K | Hold |
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|
2021
Q3 | $715K | Hold |
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|
2021
Q2 | $708K | Hold |
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|
2021
Q1 | $629K | Sell |
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|
2020
Q4 | $689K | Hold |
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|
2020
Q3 | $591K | Hold |
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|
2020
Q2 | $636K | Hold |
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|
2020
Q1 | $484K | Hold |
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|
2019
Q4 | $799K | Hold |
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|
2019
Q3 | $718K | Hold |
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|
2019
Q2 | $628K | Hold |
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|
2019
Q1 | $631K | Hold |
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|
2018
Q4 | $650K | Hold |
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|
2018
Q3 | $721K | Hold |
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|
2018
Q2 | $777K | Hold |
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|
2018
Q1 | $752K | Hold |
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|
2017
Q4 | $738K | Hold |
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|
2017
Q3 | $706K | Hold |
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|
2017
Q2 | $772K | Hold |
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|
2017
Q1 | $692K | Hold |
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|
2016
Q4 | $593K | Hold |
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|
2016
Q3 | $518K | Hold |
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|
2016
Q2 | $490K | Hold |
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|
2016
Q1 | $483K | Hold |
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|
2015
Q4 | $496K | Hold |
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|
2015
Q3 | $469K | Hold |
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|
2015
Q2 | $502K | Hold |
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|
2015
Q1 | $488K | Hold |
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|
2014
Q4 | $515K | Hold |
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|
2014
Q3 | $519K | Buy |
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