United Capital Financial Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.37M | Buy |
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|
2025
Q2 | $7.78M | Sell |
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|
2025
Q1 | $8.78M | Sell |
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|
2024
Q4 | $12.3M | Sell |
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|
2024
Q3 | $15.1M | Sell |
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|
2024
Q2 | $12.8M | Sell |
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|
2024
Q1 | $17.6M | Sell |
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|
2023
Q4 | $18.4M | Sell |
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|
2023
Q3 | $27M | Sell |
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|
2023
Q2 | $31.3M | Buy |
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|
2023
Q1 | $28.4M | Buy |
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|
2022
Q4 | $24.4M | Buy |
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|
2022
Q3 | $24.2M | Buy |
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|
2022
Q2 | $26.1M | Buy |
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|
2022
Q1 | $31M | Sell |
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|
2021
Q4 | $42.2M | Sell |
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|
2021
Q3 | $35.4M | Sell |
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|
2021
Q2 | $37.9M | Sell |
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|
2021
Q1 | $29.3M | Buy |
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|
2020
Q4 | $29.9M | Sell |
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|
2020
Q3 | $27.4M | Sell |
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|
2020
Q2 | $22.6M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $212K | Sell |
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|
2019
Q2 | $231K | Buy |
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