United Capital Financial Advisors’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
11,685
-1,494
| -11% | -$454K | 0.03% | 330 |
|
|
2025
Q1 | $3.54M | Sell |
13,179
-997
| -7% | -$268K | 0.03% | 322 |
|
|
2024
Q4 | $3.49M | Buy |
14,176
+657
| +5% | +$162K | 0.03% | 317 |
|
|
2024
Q3 | $3.1M | Sell |
13,519
-237
| -2% | -$54.3K | 0.03% | 335 |
|
|
2024
Q2 | $2.77M | Sell |
13,756
-477
| -3% | -$96.2K | 0.02% | 344 |
|
|
2024
Q1 | $2.78M | Sell |
14,233
-478
| -3% | -$93.2K | 0.02% | 371 |
|
|
2023
Q4 | $2.27M | Sell |
14,711
-802
| -5% | -$124K | 0.02% | 393 |
|
|
2023
Q3 | $2.01M | Sell |
15,513
-1,221
| -7% | -$158K | 0.01% | 423 |
|
|
2023
Q2 | $2.29M | Sell |
16,734
-3,027
| -15% | -$414K | 0.01% | 426 |
|
|
2023
Q1 | $2.5M | Buy |
19,761
+5,680
| +40% | +$719K | 0.01% | 415 |
|
|
2022
Q4 | $1.45M | Sell |
14,081
-849
| -6% | -$87.6K | 0.01% | 542 |
|
|
2022
Q3 | $1.21M | Sell |
14,930
-2,370
| -14% | -$193K | 0.01% | 575 |
|
|
2022
Q2 | $1.57M | Sell |
17,300
-2,414
| -12% | -$219K | 0.01% | 542 |
|
|
2022
Q1 | $2.19M | Sell |
19,714
-60,875
| -76% | -$6.76M | 0.01% | 493 |
|
|
2021
Q4 | $11.3M | Buy |
80,589
+158
| +0.2% | +$22.1K | 0.05% | 271 |
|
|
2021
Q3 | $10.9M | Buy |
80,431
+2,206
| +3% | +$298K | 0.05% | 264 |
|
|
2021
Q2 | $11M | Sell |
78,225
-81,148
| -51% | -$11.4M | 0.06% | 258 |
|
|
2021
Q1 | $19.6M | Buy |
159,373
+1,342
| +0.8% | +$165K | 0.11% | 181 |
|
|
2020
Q4 | $20.6M | Sell |
158,031
-15,545
| -9% | -$2.03M | 0.12% | 173 |
|
|
2020
Q3 | $27M | Sell |
173,576
-57,688
| -25% | -$8.99M | 0.18% | 133 |
|
|
2020
Q2 | $32.4M | Sell |
231,264
-4,243
| -2% | -$594K | 0.24% | 99 |
|
|
2020
Q1 | $26M | Sell |
235,507
-16,569
| -7% | -$1.83M | 0.22% | 102 |
|
|
2019
Q4 | $33.8M | Buy |
252,076
+13,478
| +6% | +$1.81M | 0.22% | 102 |
|
|
2019
Q3 | $28.1M | Sell |
238,598
-20,489
| -8% | -$2.42M | 0.2% | 114 |
|
|
2019
Q2 | $34.9M | Buy |
259,087
+1,424
| +0.6% | +$192K | 0.23% | 103 |
|
|
2019
Q1 | $29.8M | Sell |
257,663
-1,525
| -0.6% | -$176K | 0.21% | 107 |
|
|
2018
Q4 | $25.8M | Sell |
259,188
-10,083
| -4% | -$1M | 0.21% | 107 |
|
|
2018
Q3 | $33.1M | Buy |
269,271
+4,724
| +2% | +$581K | 0.23% | 99 |
|
|
2018
Q2 | $30.6M | Buy |
264,547
+10,076
| +4% | +$1.17M | 0.23% | 101 |
|
|
2018
Q1 | $26.8M | Buy |
254,471
+19,819
| +8% | +$2.08M | 0.2% | 116 |
|
|
2017
Q4 | $26.4M | Buy |
234,652
+17,187
| +8% | +$1.93M | 0.21% | 110 |
|
|
2017
Q3 | $23.8M | Buy |
217,465
+23,781
| +12% | +$2.61M | 0.2% | 112 |
|
|
2017
Q2 | $20.3M | Buy |
193,684
+26,257
| +16% | +$2.75M | 0.18% | 122 |
|
|
2017
Q1 | $16.4M | Buy |
167,427
+32,230
| +24% | +$3.16M | 0.15% | 157 |
|
|
2016
Q4 | $11.7M | Buy |
135,197
+6,691
| +5% | +$578K | 0.11% | 212 |
|
|
2016
Q3 | $11.7M | Buy |
128,506
+6,254
| +5% | +$572K | 0.11% | 211 |
|
|
2016
Q2 | $9.17M | Buy |
122,252
+6,939
| +6% | +$520K | 0.09% | 258 |
|
|
2016
Q1 | $9.27M | Buy |
115,313
+20,134
| +21% | +$1.62M | 0.1% | 220 |
|
|
2015
Q4 | $7.53M | Buy |
95,179
+7,306
| +8% | +$578K | 0.09% | 258 |
|
|
2015
Q3 | $5.69M | Buy |
87,873
+65,056
| +285% | +$4.21M | 0.07% | 296 |
|
|
2015
Q2 | $1.6M | Buy |
22,817
+3,198
| +16% | +$225K | 0.02% | 624 |
|
|
2015
Q1 | $1.49M | Buy |
19,619
+5,205
| +36% | +$394K | 0.02% | 633 |
|
|
2014
Q4 | $1M | Buy |
14,414
+1,979
| +16% | +$138K | 0.02% | 650 |
|
|
2014
Q3 | $897K | Buy |
+12,435
| New | +$897K | 0.02% | 633 |
|
|
2014
Q2 | – | Sell |
-2,549
| Closed | -$207K | – | 904 |
|
|
2014
Q1 | $207K | Buy |
+2,549
| New | +$207K | ﹤0.01% | 864 |
|