United Capital Financial Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24M | Sell |
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|
2025
Q2 | $24.6M | Sell |
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|
2025
Q1 | $21.5M | Buy |
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|
2024
Q4 | $20.2M | Sell |
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|
2024
Q3 | $19.7M | Sell |
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|
2024
Q2 | $17.3M | Sell |
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|
2024
Q1 | $19.2M | Sell |
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|
2023
Q4 | $18.7M | Sell |
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|
2023
Q3 | $25.5M | Sell |
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|
2023
Q2 | $28.7M | Sell |
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|
2023
Q1 | $32.4M | Buy |
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|
2022
Q4 | $36M | Sell |
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|
2022
Q3 | $33.6M | Sell |
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|
2022
Q2 | $30.3M | Sell |
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|
2022
Q1 | $35.5M | Sell |
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|
2021
Q4 | $42.2M | Sell |
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|
2021
Q3 | $40.9M | Sell |
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|
2021
Q2 | $38M | Sell |
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|
2021
Q1 | $32M | Sell |
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|
2020
Q4 | $29.8M | Sell |
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|
2020
Q3 | $27.8M | Sell |
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|
2020
Q2 | $27.9M | Buy |
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|
2020
Q1 | $19.6M | Sell |
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|
2019
Q4 | $22.2M | Buy |
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|
2019
Q3 | $19.4M | Buy |
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|
2019
Q2 | $18M | Buy |
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|
2019
Q1 | $15.2M | Buy |
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|
2018
Q4 | $11.7M | Sell |
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|
2018
Q3 | $12.5M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $226K | Sell |
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|
2016
Q2 | $240K | Sell |
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|
2016
Q1 | $249K | Buy |
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