United Capital Financial Advisors’s Signature Bank SBNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-897
| Closed | -$263K | – | 1212 |
|
|
2022
Q1 | $263K | Sell |
897
-166
| -16% | -$48.7K | ﹤0.01% | 1027 |
|
|
2021
Q4 | $344K | Buy |
1,063
+2
| +0.2% | +$647 | ﹤0.01% | 974 |
|
|
2021
Q3 | $289K | Buy |
1,061
+5
| +0.5% | +$1.36K | ﹤0.01% | 1022 |
|
|
2021
Q2 | $259K | Hold |
1,056
| – | – | ﹤0.01% | 1052 |
|
|
2021
Q1 | $239K | Buy |
+1,056
| New | +$239K | ﹤0.01% | 1054 |
|
|
2017
Q4 | – | Sell |
-1,690
| Closed | -$216K | – | 1390 |
|
|
2017
Q3 | $216K | Sell |
1,690
-377
| -18% | -$48.2K | ﹤0.01% | 1212 |
|
|
2017
Q2 | $297K | Sell |
2,067
-251
| -11% | -$36.1K | ﹤0.01% | 1076 |
|
|
2017
Q1 | $344K | Sell |
2,318
-710
| -23% | -$105K | ﹤0.01% | 1010 |
|
|
2016
Q4 | $455K | Sell |
3,028
-3
| -0.1% | -$451 | ﹤0.01% | 956 |
|
|
2016
Q3 | $359K | Sell |
3,031
-275
| -8% | -$32.6K | ﹤0.01% | 1031 |
|
|
2016
Q2 | $413K | Buy |
+3,306
| New | +$413K | ﹤0.01% | 960 |
|