UCFA
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United Capital Financial Advisors’s Sea Limited SE Stock Holding History

United Capital Financial Advisors’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,458
Closed -$314K – 1667
2025
Q4 		$314K Sell
2,458
-107
-4% -$15.8K ﹤0.01% 1144
2025
Q3 		$458K Buy
2,565
+193
+8% +$33.1K ﹤0.01% 885
2025
Q2 		$379K Buy
2,372
+130
+6% +$18.8K ﹤0.01% 859
2025
Q1 		$293K Buy
+2,242
New +$278K ﹤0.01% 896
2022
Q1 		– Sell
-9,632
Closed -$2.15M – 1218
2021
Q4 		$2.15M Buy
9,632
+6,119
+174% +$1.83M 0.01% 523
2021
Q3 		$1.12M Buy
3,513
+2,779
+379% +$853K 0.01% 647
2021
Q2 		$202K Buy
+734
New +$186K ﹤0.01% 1168

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