United Capital Financial Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
17,648
-96
| -0.5% | -$55.4K | 0.08% | 191 |
|
|
2025
Q1 | $10M | Sell |
17,744
-146
| -0.8% | -$82.6K | 0.09% | 177 |
|
|
2024
Q4 | $10.7M | Sell |
17,890
-980
| -5% | -$588K | 0.09% | 170 |
|
|
2024
Q3 | $11M | Buy |
18,870
+315
| +2% | +$184K | 0.09% | 172 |
|
|
2024
Q2 | $8.94M | Sell |
18,555
-1,386
| -7% | -$668K | 0.08% | 191 |
|
|
2024
Q1 | $11.2M | Buy |
19,941
+111
| +0.6% | +$62.2K | 0.09% | 174 |
|
|
2023
Q4 | $11.2M | Buy |
19,830
+4,074
| +26% | +$2.3M | 0.09% | 175 |
|
|
2023
Q3 | $8.08M | Buy |
15,756
+332
| +2% | +$170K | 0.05% | 248 |
|
|
2023
Q2 | $7.24M | Sell |
15,424
-537
| -3% | -$252K | 0.04% | 271 |
|
|
2023
Q1 | $8.93M | Sell |
15,961
-211
| -1% | -$118K | 0.05% | 251 |
|
|
2022
Q4 | $7.52M | Sell |
16,172
-308
| -2% | -$143K | 0.04% | 285 |
|
|
2022
Q3 | $6.95M | Sell |
16,480
-2,436
| -13% | -$1.03M | 0.04% | 284 |
|
|
2022
Q2 | $7.8M | Buy |
18,916
+2,448
| +15% | +$1.01M | 0.04% | 284 |
|
|
2022
Q1 | $8.28M | Buy |
16,468
+108
| +0.7% | +$54.3K | 0.04% | 302 |
|
|
2021
Q4 | $10M | Buy |
16,360
+49
| +0.3% | +$30K | 0.05% | 279 |
|
|
2021
Q3 | $9.92M | Sell |
16,311
-20
| -0.1% | -$12.2K | 0.05% | 277 |
|
|
2021
Q2 | $8.71M | Buy |
16,331
+12
| +0.1% | +$6.4K | 0.04% | 291 |
|
|
2021
Q1 | $6.84M | Buy |
16,319
+939
| +6% | +$394K | 0.04% | 313 |
|
|
2020
Q4 | $6.87M | Sell |
15,380
-817
| -5% | -$365K | 0.04% | 300 |
|
|
2020
Q3 | $5.78M | Buy |
16,197
+1
| +0% | +$357 | 0.04% | 319 |
|
|
2020
Q2 | $5.41M | Sell |
16,196
-730
| -4% | -$244K | 0.04% | 339 |
|
|
2020
Q1 | $4.89M | Sell |
16,926
-1,117
| -6% | -$323K | 0.04% | 343 |
|
|
2019
Q4 | $4.66M | Sell |
18,043
-9,375
| -34% | -$2.42M | 0.03% | 433 |
|
|
2019
Q3 | $5.97M | Sell |
27,418
-18,426
| -40% | -$4.01M | 0.04% | 368 |
|
|
2019
Q2 | $10.9M | Buy |
45,844
+18,121
| +65% | +$4.33M | 0.07% | 281 |
|
|
2019
Q1 | $5.51M | Sell |
27,723
-8,475
| -23% | -$1.69M | 0.04% | 393 |
|
|
2018
Q4 | $5.34M | Buy |
36,198
+46
| +0.1% | +$6.78K | 0.04% | 358 |
|
|
2018
Q3 | $6.41M | Sell |
36,152
-291
| -0.8% | -$51.6K | 0.05% | 389 |
|
|
2018
Q2 | $6.03M | Sell |
36,443
-613
| -2% | -$101K | 0.04% | 383 |
|
|
2018
Q1 | $5.54M | Buy |
37,056
+9,318
| +34% | +$1.39M | 0.04% | 394 |
|
|
2017
Q4 | $3.51M | Sell |
27,738
-946
| -3% | -$120K | 0.03% | 472 |
|
|
2017
Q3 | $3.35M | Sell |
28,684
-500
| -2% | -$58.4K | 0.03% | 458 |
|
|
2017
Q2 | $3.01M | Sell |
29,184
-2
| -0% | -$206 | 0.03% | 481 |
|
|
2017
Q1 | $2.84M | Sell |
29,186
-944
| -3% | -$91.8K | 0.03% | 482 |
|
|
2016
Q4 | $2.37M | Sell |
30,130
-1,282
| -4% | -$101K | 0.02% | 526 |
|
|
2016
Q3 | $2.64M | Sell |
31,412
-13,396
| -30% | -$1.12M | 0.03% | 517 |
|
|
2016
Q2 | $3.45M | Sell |
44,808
-10,315
| -19% | -$794K | 0.04% | 439 |
|
|
2016
Q1 | $4.08M | Sell |
55,123
-14,474
| -21% | -$1.07M | 0.05% | 377 |
|
|
2015
Q4 | $5.02M | Buy |
69,597
+37,479
| +117% | +$2.7M | 0.06% | 327 |
|
|
2015
Q3 | $1.91M | Sell |
32,118
-2,100
| -6% | -$125K | 0.02% | 536 |
|
|
2015
Q2 | $2.11M | Sell |
34,218
-1,150
| -3% | -$70.8K | 0.02% | 555 |
|
|
2015
Q1 | $2.16M | Sell |
35,368
-450
| -1% | -$27.5K | 0.03% | 537 |
|
|
2014
Q4 | $1.7M | Buy |
35,818
+11,150
| +45% | +$529K | 0.03% | 515 |
|
|
2014
Q3 | $1.16M | Hold |
24,668
| – | – | 0.02% | 566 |
|
|
2014
Q2 | $1.13M | Buy |
24,668
+4,905
| +25% | +$225K | 0.02% | 540 |
|
|
2014
Q1 | $850K | Sell |
19,763
-1,067
| -5% | -$45.9K | 0.02% | 517 |
|
|
2013
Q4 | $911K | Sell |
20,830
-2,605
| -11% | -$114K | 0.03% | 345 |
|
|
2013
Q3 | $943K | Sell |
23,435
-2,800
| -11% | -$113K | 0.03% | 354 |
|
|
2013
Q2 | $873K | Buy |
+26,235
| New | +$873K | 0.02% | 423 |
|