United Capital Financial Advisors’s Sangamo Therapeutics SGMO Stock Holding History

United Capital Financial Advisors’s Portfolio SGMO Stock Details SGMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-16,551	Closed	-$124K	–	1212
2021 Q4	$124K	Buy	16,551 +5	+0%	+$37	﹤0.01%	1169
2021 Q3	$149K	Hold	16,546	–	–	﹤0.01%	1155
2021 Q2	$198K	Sell	16,546 -10	-0.1%	-$120	﹤0.01%	1164
2021 Q1	$207K	Sell	16,556 -1,960	-11%	-$24.5K	﹤0.01%	1109
2020 Q4	$289K	Sell	18,516 -19,233	-51%	-$300K	﹤0.01%	1005
2020 Q3	$357K	Sell	37,749 -9,997	-21%	-$94.5K	﹤0.01%	906
2020 Q2	$428K	Sell	47,746 -40,730	-46%	-$365K	﹤0.01%	914
2020 Q1	$564K	Buy	88,476 +100	+0.1%	+$637	﹤0.01%	770
2019 Q4	$740K	Buy	88,376 +14,432	+20%	+$121K	﹤0.01%	876
2019 Q3	$669K	Sell	73,944 -100	-0.1%	-$905	﹤0.01%	853
2019 Q2	$797K	Buy	74,044 +40,730	+122%	+$438K	0.01%	879
2019 Q1	$318K	Hold	33,314	–	–	﹤0.01%	1093
2018 Q4	$382K	Buy	33,314 +1,000	+3%	+$11.5K	﹤0.01%	991
2018 Q3	$548K	Hold	32,314	–	–	﹤0.01%	947
2018 Q2	$459K	Hold	32,314	–	–	﹤0.01%	960
2018 Q1	$614K	Hold	32,314	–	–	﹤0.01%	903
2017 Q4	$530K	Buy	32,314 +100	+0.3%	+$1.64K	﹤0.01%	947
2017 Q3	$483K	Hold	32,214	–	–	﹤0.01%	967
2017 Q2	$283K	Hold	32,214	–	–	﹤0.01%	1094
2017 Q1	$168K	Hold	32,214	–	–	﹤0.01%	1196
2016 Q4	$98K	Hold	32,214	–	–	﹤0.01%	1227
2016 Q3	$149K	Hold	32,214	–	–	﹤0.01%	1213
2016 Q2	$193K	Hold	32,214	–	–	﹤0.01%	1178
2016 Q1	$195K	Hold	32,214	–	–	﹤0.01%	1130
2015 Q4	$294K	Hold	32,214	–	–	﹤0.01%	1022
2015 Q3	$182K	Hold	32,214	–	–	﹤0.01%	1168
2015 Q2	$357K	Hold	32,214	–	–	﹤0.01%	1026
2015 Q1	$398K	Buy	32,214 +12,270	+62%	+$152K	﹤0.01%	990
2014 Q4	$303K	Hold	19,944	–	–	﹤0.01%	958
2014 Q3	$215K	Hold	19,944	–	–	﹤0.01%	1029
2014 Q2	$305K	Hold	19,944	–	–	0.01%	749
2014 Q1	$361K	Hold	19,944	–	–	0.01%	727
2013 Q4	$277K	Hold	19,944	–	–	0.01%	542
2013 Q3	$209K	Hold	19,944	–	–	0.01%	630
2013 Q2	$156K	Buy	+19,944	New	+$156K	﹤0.01%	668