United Capital Financial Advisors’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
139,938
+14,225
| +11% | +$118K | 0.01% | 547 |
|
|
2025
Q1 | $842K | Buy |
125,713
+5,448
| +5% | +$36.5K | 0.01% | 600 |
|
|
2024
Q4 | $548K | Sell |
120,265
-3,074
| -2% | -$14K | ﹤0.01% | 702 |
|
|
2024
Q3 | $629K | Sell |
123,339
-2,363
| -2% | -$12.1K | 0.01% | 667 |
|
|
2024
Q2 | $582K | Buy |
125,702
+3,144
| +3% | +$14.6K | 0.01% | 661 |
|
|
2024
Q1 | $593K | Sell |
122,558
-6,905
| -5% | -$33.4K | ﹤0.01% | 688 |
|
|
2023
Q4 | $536K | Buy |
+129,463
| New | +$536K | ﹤0.01% | 706 |
|
|
2023
Q1 | – | Sell |
-15,527
| Closed | -$45.8K | – | 1052 |
|
|
2022
Q4 | $45.8K | Buy |
+15,527
| New | +$45.8K | ﹤0.01% | 1021 |
|
|
2020
Q2 | – | Sell |
-10,796
| Closed | -$24K | – | 1242 |
|
|
2020
Q1 | $24K | Sell |
10,796
-67,453
| -86% | -$150K | ﹤0.01% | 1159 |
|
|
2019
Q4 | $310K | Buy |
+78,249
| New | +$310K | ﹤0.01% | 1117 |
|
|
2019
Q3 | – | Sell |
-138,500
| Closed | -$608K | – | 1430 |
|
|
2019
Q2 | $608K | Sell |
138,500
-36,779
| -21% | -$161K | ﹤0.01% | 964 |
|
|
2019
Q1 | $778K | Sell |
175,279
-15,327
| -8% | -$68K | 0.01% | 840 |
|
|
2018
Q4 | $818K | Buy |
190,606
+83,633
| +78% | +$359K | 0.01% | 771 |
|
|
2018
Q3 | $513K | Buy |
106,973
+31,163
| +41% | +$149K | ﹤0.01% | 965 |
|
|
2018
Q2 | $388K | Sell |
75,810
-24,846
| -25% | -$127K | ﹤0.01% | 1006 |
|
|
2018
Q1 | $632K | Buy |
100,656
+30,286
| +43% | +$190K | ﹤0.01% | 894 |
|
|
2017
Q4 | $441K | Buy |
70,370
+23,412
| +50% | +$147K | ﹤0.01% | 995 |
|
|
2017
Q3 | $312K | Buy |
46,958
+4,026
| +9% | +$26.8K | ﹤0.01% | 1102 |
|
|
2017
Q2 | $275K | Buy |
42,932
+12,784
| +42% | +$81.9K | ﹤0.01% | 1103 |
|
|
2017
Q1 | $175K | Buy |
30,148
+1,760
| +6% | +$10.2K | ﹤0.01% | 1191 |
|
|
2016
Q4 | $141K | Buy |
28,388
+7,443
| +36% | +$37K | ﹤0.01% | 1216 |
|
|
2016
Q3 | $89K | Buy |
+20,945
| New | +$89K | ﹤0.01% | 1236 |
|
|
2016
Q2 | – | Sell |
-16,258
| Closed | -$68K | – | 1283 |
|
|
2016
Q1 | $68K | Buy |
16,258
+4,522
| +39% | +$18.9K | ﹤0.01% | 1192 |
|
|
2015
Q4 | $55K | Buy |
+11,736
| New | +$55K | ﹤0.01% | 1190 |
|
|
2014
Q1 | – | Sell |
-77,582
| Closed | -$639K | – | 937 |
|
|
2013
Q4 | $639K | Buy |
+77,582
| New | +$639K | 0.02% | 401 |
|