United Capital Financial Advisors’s Southern Copper SCCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
3,856
-1,425
| -27% | -$143K | ﹤0.01% | 842 |
|
|
2025
Q1 | $484K | Buy |
5,281
+1,034
| +24% | +$94.7K | ﹤0.01% | 745 |
|
|
2024
Q4 | $377K | Sell |
4,247
-164
| -4% | -$14.5K | ﹤0.01% | 807 |
|
|
2024
Q3 | $493K | Sell |
4,411
-105
| -2% | -$11.7K | ﹤0.01% | 732 |
|
|
2024
Q2 | $468K | Sell |
4,516
-848
| -16% | -$87.9K | ﹤0.01% | 717 |
|
|
2024
Q1 | $539K | Sell |
5,364
-1,304
| -20% | -$131K | ﹤0.01% | 715 |
|
|
2023
Q4 | $547K | Buy |
+6,668
| New | +$547K | ﹤0.01% | 699 |
|
|
2023
Q3 | – | Sell |
-4,605
| Closed | -$315K | – | 889 |
|
|
2023
Q2 | $315K | Sell |
4,605
-1,128
| -20% | -$77.1K | ﹤0.01% | 758 |
|
|
2023
Q1 | $416K | Sell |
5,733
-465
| -8% | -$33.8K | ﹤0.01% | 758 |
|
|
2022
Q4 | $356K | Sell |
6,198
-29
| -0.5% | -$1.67K | ﹤0.01% | 834 |
|
|
2022
Q3 | $266K | Sell |
6,227
-132,261
| -96% | -$5.65M | ﹤0.01% | 941 |
|
|
2022
Q2 | $6.57M | Buy |
138,488
+1,066
| +0.8% | +$50.6K | 0.04% | 306 |
|
|
2022
Q1 | $9.93M | Buy |
137,422
+20,131
| +17% | +$1.46M | 0.05% | 283 |
|
|
2021
Q4 | $6.89M | Sell |
117,291
-998
| -0.8% | -$58.7K | 0.03% | 326 |
|
|
2021
Q3 | $6.32M | Buy |
118,289
+10,734
| +10% | +$574K | 0.03% | 337 |
|
|
2021
Q2 | $6.59M | Buy |
107,555
+10,617
| +11% | +$650K | 0.03% | 337 |
|
|
2021
Q1 | $6.27M | Buy |
+96,938
| New | +$6.27M | 0.03% | 328 |
|
|
2018
Q2 | – | Sell |
-97,225
| Closed | -$5.02M | – | 1355 |
|
|
2018
Q1 | $5.02M | Buy |
+97,225
| New | +$5.02M | 0.04% | 414 |
|
|
2016
Q2 | – | Sell |
-8,770
| Closed | -$231K | – | 1284 |
|
|
2016
Q1 | $231K | Sell |
8,770
-11,793
| -57% | -$311K | ﹤0.01% | 1081 |
|
|
2015
Q4 | $511K | Sell |
20,563
-29,315
| -59% | -$728K | 0.01% | 879 |
|
|
2015
Q3 | $1.27M | Sell |
49,878
-7,236
| -13% | -$184K | 0.02% | 630 |
|
|
2015
Q2 | $1.6M | Buy |
57,114
+4,164
| +8% | +$117K | 0.02% | 626 |
|
|
2015
Q1 | $1.64M | Sell |
52,950
-5,214
| -9% | -$162K | 0.02% | 611 |
|
|
2014
Q4 | $1.56M | Buy |
58,164
+32,360
| +125% | +$869K | 0.02% | 534 |
|
|
2014
Q3 | $729K | Buy |
+25,804
| New | +$729K | 0.01% | 692 |
|