United Capital Financial Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Buy |
59,288
+164
| +0.3% | +$2.32K | 0.01% | 636 |
|
|
2025
Q1 | $705K | Buy |
59,124
+5,704
| +11% | +$68K | 0.01% | 640 |
|
|
2024
Q4 | $543K | Sell |
53,420
-739
| -1% | -$7.52K | ﹤0.01% | 707 |
|
|
2024
Q3 | $507K | Buy |
54,159
+10,826
| +25% | +$101K | ﹤0.01% | 722 |
|
|
2024
Q2 | $348K | Buy |
43,333
+15,458
| +55% | +$124K | ﹤0.01% | 791 |
|
|
2024
Q1 | $190K | Buy |
27,875
+1,024
| +4% | +$6.96K | ﹤0.01% | 1021 |
|
|
2023
Q4 | $151K | Buy |
+26,851
| New | +$151K | ﹤0.01% | 1015 |
|
|
2020
Q1 | – | Sell |
-13,547
| Closed | -$94K | – | 1303 |
|
|
2019
Q4 | $94K | Buy |
+13,547
| New | +$94K | ﹤0.01% | 1311 |
|
|
2019
Q2 | – | Sell |
-9,306
| Closed | -$66K | – | 1463 |
|
|
2019
Q1 | $66K | Buy |
+9,306
| New | +$66K | ﹤0.01% | 1301 |
|