United Capital Financial Advisors’s Owens Corning OC Stock Holding History

United Capital Financial Advisors’s Portfolio OC Stock Details OC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$380K	Buy	3,511 +1,536	+78%	+$183K	﹤0.01%	1210
2025 Q4	$221K	Sell	1,975 -273	-12%	-$32K	﹤0.01%	1287
2025 Q3	$318K	Sell	2,248 -35	-2%	-$5.13K	﹤0.01%	1002
2025 Q2	$314K	Buy	2,283 +658	+40%	+$90.9K	﹤0.01%	908
2025 Q1	$232K	Sell	1,625 -73	-4%	-$12.1K	﹤0.01%	960
2024 Q4	$289K	Buy	1,698 +46	+3%	+$8.6K	﹤0.01%	896
2024 Q3	$292K	Sell	1,652 -175	-10%	-$29.5K	﹤0.01%	885
2024 Q2	$317K	Buy	1,827 +6	+0.3%	+$1.04K	﹤0.01%	828
2024 Q1	$304K	Sell	1,821 -179	-9%	-$27.3K	﹤0.01%	872
2023 Q4	$297K	Buy	+2,000	New	+$265K	﹤0.01%	873
2022 Q2	–	Sell	-4,893	Closed	-$448K	–	1172
2022 Q1	$448K	Sell	4,893 -6	-0.1%	-$551	﹤0.01%	867
2021 Q4	$443K	Buy	4,899 +32	+0.7%	+$2.9K	﹤0.01%	895
2021 Q3	$416K	Buy	4,867 +12	+0.2%	+$1.13K	﹤0.01%	909
2021 Q2	$475K	Buy	4,855 +15	+0.3%	+$1.5K	﹤0.01%	872
2021 Q1	$446K	Hold	4,840	–	–	﹤0.01%	878
2020 Q4	$367K	Sell	4,840 -40	-0.8%	-$2.92K	﹤0.01%	938
2020 Q3	$336K	Buy	4,880 +22	+0.5%	+$1.41K	﹤0.01%	928
2020 Q2	$271K	Buy	+4,858	New	+$226K	﹤0.01%	1020
2020 Q1	–	Sell	-5,040	Closed	-$328K	–	1317
2019 Q4	$328K	Sell	5,040 -5,298	-51%	-$339K	﹤0.01%	1109
2019 Q3	$653K	Sell	10,338 -8	-0.1%	-$458	﹤0.01%	865
2019 Q2	$602K	Buy	10,346 +407	+4%	+$20.8K	﹤0.01%	979
2019 Q1	$468K	Sell	9,939 -189	-2%	-$9.24K	﹤0.01%	999
2018 Q4	$445K	Sell	10,128 -140	-1%	-$6.79K	﹤0.01%	955
2018 Q3	$557K	Sell	10,268 -6,753	-40%	-$407K	﹤0.01%	943
2018 Q2	$1.08M	Sell	17,021 -2,584	-13%	-$178K	0.01%	748
2018 Q1	$1.58M	Sell	19,605 -310	-2%	-$27K	0.01%	651
2017 Q4	$1.83M	Sell	19,915 -928	-4%	-$78.2K	0.01%	614
2017 Q3	$1.61M	Sell	20,843 -2,140	-9%	-$150K	0.01%	634
2017 Q2	$1.54M	Buy	+22,983	New	+$1.44M	0.01%	644