United Capital Financial Advisors’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Sell |
26,707
-888
| -3% | -$259K | 0.06% | 230 |
|
|
2025
Q1 | $8.78M | Sell |
27,595
-8,385
| -23% | -$2.67M | 0.08% | 203 |
|
|
2024
Q4 | $12.3M | Sell |
35,980
-4,205
| -10% | -$1.43M | 0.1% | 157 |
|
|
2024
Q3 | $15.1M | Sell |
40,185
-1,318
| -3% | -$497K | 0.12% | 149 |
|
|
2024
Q2 | $12.8M | Sell |
41,503
-2,186
| -5% | -$672K | 0.11% | 158 |
|
|
2024
Q1 | $17.6M | Sell |
43,689
-2,403
| -5% | -$970K | 0.15% | 141 |
|
|
2023
Q4 | $18.4M | Sell |
46,092
-29,685
| -39% | -$11.8M | 0.15% | 135 |
|
|
2023
Q3 | $27M | Sell |
75,777
-7,791
| -9% | -$2.77M | 0.18% | 115 |
|
|
2023
Q2 | $31.3M | Buy |
83,568
+682
| +0.8% | +$256K | 0.17% | 116 |
|
|
2023
Q1 | $28.4M | Buy |
82,886
+2,168
| +3% | +$742K | 0.16% | 123 |
|
|
2022
Q4 | $24.4M | Buy |
80,718
+4,747
| +6% | +$1.44M | 0.14% | 140 |
|
|
2022
Q3 | $24.2M | Buy |
75,971
+1,573
| +2% | +$501K | 0.14% | 138 |
|
|
2022
Q2 | $26.1M | Buy |
74,398
+1,102
| +2% | +$387K | 0.14% | 143 |
|
|
2022
Q1 | $31M | Sell |
73,296
-1,322
| -2% | -$559K | 0.15% | 135 |
|
|
2021
Q4 | $42.2M | Sell |
74,618
-6,931
| -8% | -$3.92M | 0.19% | 108 |
|
|
2021
Q3 | $35.4M | Sell |
81,549
-1,106
| -1% | -$480K | 0.18% | 122 |
|
|
2021
Q2 | $37.9M | Sell |
82,655
-2,342
| -3% | -$1.07M | 0.19% | 113 |
|
|
2021
Q1 | $29.3M | Buy |
84,997
+4,861
| +6% | +$1.68M | 0.16% | 134 |
|
|
2020
Q4 | $29.9M | Sell |
80,136
-1,770
| -2% | -$659K | 0.18% | 126 |
|
|
2020
Q3 | $27.4M | Sell |
81,906
-1,132
| -1% | -$379K | 0.18% | 130 |
|
|
2020
Q2 | $22.6M | Buy |
+83,038
| New | +$22.6M | 0.16% | 139 |
|
|
2019
Q4 | – | Sell |
-1,053
| Closed | -$212K | – | 1395 |
|
|
2019
Q3 | $212K | Sell |
1,053
-158
| -13% | -$31.8K | ﹤0.01% | 1161 |
|
|
2019
Q2 | $231K | Buy |
+1,211
| New | +$231K | ﹤0.01% | 1297 |
|