United Capital Financial Advisors’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Sell |
45,395
-11,630
| -20% | -$1.22M | 0.04% | 287 |
|
|
2025
Q1 | $6.37M | Buy |
57,025
+3,602
| +7% | +$403K | 0.05% | 239 |
|
|
2024
Q4 | $5.65M | Sell |
53,423
-4,144
| -7% | -$438K | 0.05% | 244 |
|
|
2024
Q3 | $7.27M | Buy |
57,567
+782
| +1% | +$98.8K | 0.06% | 215 |
|
|
2024
Q2 | $6.38M | Buy |
56,785
+1,349
| +2% | +$152K | 0.05% | 228 |
|
|
2024
Q1 | $7.22M | Buy |
55,436
+667
| +1% | +$86.9K | 0.06% | 217 |
|
|
2023
Q4 | $7.3M | Sell |
54,769
-2,171
| -4% | -$289K | 0.06% | 233 |
|
|
2023
Q3 | $6.39M | Sell |
56,940
-10,787
| -16% | -$1.21M | 0.04% | 274 |
|
|
2023
Q2 | $8.31M | Sell |
67,727
-80
| -0.1% | -$9.81K | 0.05% | 262 |
|
|
2023
Q1 | $8.46M | Sell |
67,807
-712
| -1% | -$88.8K | 0.05% | 259 |
|
|
2022
Q4 | $7.72M | Buy |
68,519
+4,565
| +7% | +$515K | 0.04% | 282 |
|
|
2022
Q3 | $6.5M | Sell |
63,954
-10,273
| -14% | -$1.04M | 0.04% | 295 |
|
|
2022
Q2 | $8.73M | Buy |
74,227
+1,292
| +2% | +$152K | 0.05% | 270 |
|
|
2022
Q1 | $11.8M | Sell |
72,935
-1,981
| -3% | -$320K | 0.06% | 256 |
|
|
2021
Q4 | $12.6M | Buy |
74,916
+283
| +0.4% | +$47.6K | 0.06% | 258 |
|
|
2021
Q3 | $9.36M | Buy |
74,633
+3,048
| +4% | +$382K | 0.05% | 288 |
|
|
2021
Q2 | $8.56M | Buy |
71,585
+2,247
| +3% | +$269K | 0.04% | 293 |
|
|
2021
Q1 | $7.35M | Buy |
69,338
+6,465
| +10% | +$685K | 0.04% | 300 |
|
|
2020
Q4 | $6.27M | Sell |
62,873
-19,639
| -24% | -$1.96M | 0.04% | 313 |
|
|
2020
Q3 | $8.3M | Sell |
82,512
-5,806
| -7% | -$584K | 0.05% | 274 |
|
|
2020
Q2 | $8.24M | Buy |
88,318
+4,585
| +5% | +$428K | 0.06% | 280 |
|
|
2020
Q1 | $6.73M | Buy |
83,733
+933
| +1% | +$75K | 0.06% | 294 |
|
|
2019
Q4 | $7.38M | Buy |
82,800
+13,293
| +19% | +$1.18M | 0.05% | 349 |
|
|
2019
Q3 | $5.92M | Sell |
69,507
-6,862
| -9% | -$585K | 0.04% | 371 |
|
|
2019
Q2 | $6.12M | Buy |
76,369
+4,342
| +6% | +$348K | 0.04% | 382 |
|
|
2019
Q1 | $5.18M | Buy |
72,027
+17,766
| +33% | +$1.28M | 0.04% | 402 |
|
|
2018
Q4 | $3.19M | Sell |
54,261
-4,694
| -8% | -$276K | 0.03% | 459 |
|
|
2018
Q3 | $4M | Buy |
58,955
+15,412
| +35% | +$1.04M | 0.03% | 475 |
|
|
2018
Q2 | $2.86M | Sell |
43,543
-8,812
| -17% | -$579K | 0.02% | 515 |
|
|
2018
Q1 | $3.3M | Sell |
52,355
-3,912
| -7% | -$246K | 0.03% | 480 |
|
|
2017
Q4 | $3.64M | Sell |
56,267
-706
| -1% | -$45.7K | 0.03% | 466 |
|
|
2017
Q3 | $3.62M | Sell |
56,973
-9,116
| -14% | -$579K | 0.03% | 445 |
|
|
2017
Q2 | $3.88M | Sell |
66,089
-4,621
| -7% | -$271K | 0.03% | 430 |
|
|
2017
Q1 | $3.67M | Buy |
70,710
+4,526
| +7% | +$235K | 0.03% | 431 |
|
|
2016
Q4 | $3.49M | Sell |
66,184
-2,863
| -4% | -$151K | 0.03% | 445 |
|
|
2016
Q3 | $3.7M | Buy |
69,047
+5,685
| +9% | +$304K | 0.04% | 447 |
|
|
2016
Q2 | $3.11M | Buy |
63,362
+77
| +0.1% | +$3.77K | 0.03% | 455 |
|
|
2016
Q1 | $2.8M | Buy |
63,285
+8,488
| +15% | +$375K | 0.03% | 461 |
|
|
2015
Q4 | $2.35M | Sell |
54,797
-92,395
| -63% | -$3.97M | 0.03% | 517 |
|
|
2015
Q3 | $5.73M | Buy |
147,192
+34,925
| +31% | +$1.36M | 0.07% | 293 |
|
|
2015
Q2 | $4.17M | Buy |
112,267
+17,571
| +19% | +$652K | 0.05% | 385 |
|
|
2015
Q1 | $3.81M | Buy |
94,696
+70,943
| +299% | +$2.85M | 0.05% | 395 |
|
|
2014
Q4 | $1.02M | Buy |
23,753
+3,938
| +20% | +$169K | 0.02% | 648 |
|
|
2014
Q3 | $747K | Buy |
19,815
+520
| +3% | +$19.6K | 0.01% | 686 |
|
|
2014
Q2 | $793K | Buy |
19,295
+12,002
| +165% | +$493K | 0.01% | 603 |
|
|
2014
Q1 | $298K | Buy |
+7,293
| New | +$298K | 0.01% | 784 |
|