United Capital Financial Advisors’s Ferrari RACE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Sell |
1,525
-65
| -4% | -$31.9K | 0.01% | 664 |
|
|
2025
Q1 | $680K | Buy |
1,590
+117
| +8% | +$50.1K | 0.01% | 657 |
|
|
2024
Q4 | $626K | Sell |
1,473
-15
| -1% | -$6.37K | 0.01% | 673 |
|
|
2024
Q3 | $699K | Buy |
1,488
+39
| +3% | +$18.3K | 0.01% | 636 |
|
|
2024
Q2 | $592K | Buy |
1,449
+443
| +44% | +$181K | 0.01% | 657 |
|
|
2024
Q1 | $439K | Sell |
1,006
-59
| -6% | -$25.7K | ﹤0.01% | 761 |
|
|
2023
Q4 | $361K | Buy |
+1,065
| New | +$361K | ﹤0.01% | 810 |
|
|
2023
Q3 | – | Sell |
-775
| Closed | -$252K | – | 887 |
|
|
2023
Q2 | $252K | Sell |
775
-64
| -8% | -$20.8K | ﹤0.01% | 808 |
|
|
2023
Q1 | $227K | Buy |
+839
| New | +$227K | ﹤0.01% | 892 |
|
|
2022
Q1 | – | Sell |
-957
| Closed | -$248K | – | 1202 |
|
|
2021
Q4 | $248K | Buy |
+957
| New | +$248K | ﹤0.01% | 1086 |
|
|
2021
Q2 | – | Sell |
-963
| Closed | -$202K | – | 1241 |
|
|
2021
Q1 | $202K | Sell |
963
-313
| -25% | -$65.7K | ﹤0.01% | 1121 |
|
|
2020
Q4 | $293K | Sell |
1,276
-17,152
| -93% | -$3.94M | ﹤0.01% | 1000 |
|
|
2020
Q3 | $3.39M | Sell |
18,428
-7,532
| -29% | -$1.39M | 0.02% | 403 |
|
|
2020
Q2 | $4.44M | Sell |
25,960
-1,072
| -4% | -$183K | 0.03% | 382 |
|
|
2020
Q1 | $4.12M | Sell |
27,032
-1,010
| -4% | -$154K | 0.03% | 373 |
|
|
2019
Q4 | $4.64M | Buy |
28,042
+129
| +0.5% | +$21.4K | 0.03% | 435 |
|
|
2019
Q3 | $4.3M | Sell |
27,913
-1,811
| -6% | -$279K | 0.03% | 443 |
|
|
2019
Q2 | $4.83M | Buy |
29,724
+28,183
| +1,829% | +$4.58M | 0.03% | 427 |
|
|
2019
Q1 | $206K | Buy |
+1,541
| New | +$206K | ﹤0.01% | 1239 |
|
|
2018
Q4 | – | Sell |
-2,288
| Closed | -$313K | – | 1355 |
|
|
2018
Q3 | $313K | Buy |
2,288
+181
| +9% | +$24.8K | ﹤0.01% | 1089 |
|
|
2018
Q2 | $285K | Buy |
2,107
+185
| +10% | +$25K | ﹤0.01% | 1096 |
|
|
2018
Q1 | $232K | Sell |
1,922
-1,255
| -40% | -$151K | ﹤0.01% | 1187 |
|
|
2017
Q4 | $333K | Buy |
3,177
+94
| +3% | +$9.85K | ﹤0.01% | 1076 |
|
|
2017
Q3 | $341K | Buy |
+3,083
| New | +$341K | ﹤0.01% | 1069 |
|