United Capital Financial Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Sell |
275,090
-7,671
| -3% | -$686K | 0.2% | 101 |
|
|
2025
Q1 | $21.5M | Buy |
282,761
+21,536
| +8% | +$1.63M | 0.18% | 107 |
|
|
2024
Q4 | $20.2M | Sell |
261,225
-8,521
| -3% | -$659K | 0.17% | 111 |
|
|
2024
Q3 | $19.7M | Sell |
269,746
-17,791
| -6% | -$1.3M | 0.16% | 125 |
|
|
2024
Q2 | $17.3M | Sell |
287,537
-17,239
| -6% | -$1.04M | 0.15% | 132 |
|
|
2024
Q1 | $19.2M | Sell |
304,776
-17,394
| -5% | -$1.1M | 0.16% | 129 |
|
|
2023
Q4 | $18.7M | Sell |
322,170
-202,865
| -39% | -$11.8M | 0.16% | 132 |
|
|
2023
Q3 | $25.5M | Sell |
525,035
-51,169
| -9% | -$2.49M | 0.17% | 123 |
|
|
2023
Q2 | $28.7M | Sell |
576,204
-15,588
| -3% | -$777K | 0.16% | 120 |
|
|
2023
Q1 | $32.4M | Buy |
591,792
+4,636
| +0.8% | +$253K | 0.18% | 108 |
|
|
2022
Q4 | $36M | Sell |
587,156
-4,917
| -0.8% | -$302K | 0.2% | 105 |
|
|
2022
Q3 | $33.6M | Sell |
592,073
-3,748
| -0.6% | -$212K | 0.2% | 102 |
|
|
2022
Q2 | $30.3M | Sell |
595,821
-1,461
| -0.2% | -$74.3K | 0.17% | 126 |
|
|
2022
Q1 | $35.5M | Sell |
597,282
-4,971
| -0.8% | -$295K | 0.17% | 123 |
|
|
2021
Q4 | $42.2M | Sell |
602,253
-32,727
| -5% | -$2.29M | 0.19% | 109 |
|
|
2021
Q3 | $40.9M | Sell |
634,980
-13,470
| -2% | -$867K | 0.2% | 103 |
|
|
2021
Q2 | $38M | Sell |
648,450
-1,842
| -0.3% | -$108K | 0.19% | 112 |
|
|
2021
Q1 | $32M | Sell |
650,292
-22,446
| -3% | -$1.1M | 0.18% | 123 |
|
|
2020
Q4 | $29.8M | Sell |
672,738
-7,782
| -1% | -$344K | 0.18% | 129 |
|
|
2020
Q3 | $27.8M | Sell |
680,520
-18,957
| -3% | -$775K | 0.18% | 123 |
|
|
2020
Q2 | $27.9M | Buy |
699,477
+80,922
| +13% | +$3.22M | 0.2% | 110 |
|
|
2020
Q1 | $19.6M | Sell |
618,555
-2,232
| -0.4% | -$70.6K | 0.16% | 136 |
|
|
2019
Q4 | $22.2M | Buy |
620,787
+33,684
| +6% | +$1.2M | 0.14% | 172 |
|
|
2019
Q3 | $19.4M | Buy |
587,103
+25,458
| +5% | +$843K | 0.14% | 180 |
|
|
2019
Q2 | $18M | Buy |
561,645
+39,108
| +7% | +$1.25M | 0.12% | 187 |
|
|
2019
Q1 | $15.2M | Buy |
522,537
+91,149
| +21% | +$2.66M | 0.11% | 209 |
|
|
2018
Q4 | $11.7M | Sell |
431,388
-6,222
| -1% | -$169K | 0.09% | 230 |
|
|
2018
Q3 | $12.5M | Buy |
+437,610
| New | +$12.5M | 0.09% | 251 |
|
|
2016
Q4 | – | Sell |
-10,038
| Closed | -$226K | – | 1298 |
|
|
2016
Q3 | $226K | Sell |
10,038
-1,038
| -9% | -$23.4K | ﹤0.01% | 1156 |
|
|
2016
Q2 | $240K | Sell |
11,076
-195
| -2% | -$4.23K | ﹤0.01% | 1111 |
|
|
2016
Q1 | $249K | Buy |
+11,271
| New | +$249K | ﹤0.01% | 1058 |
|