United Capital Financial Advisors’s SL Green Realty SLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,096
| Closed | -$210K | – | 1098 |
|
|
2024
Q4 | $210K | Sell |
3,096
-337
| -10% | -$22.9K | ﹤0.01% | 997 |
|
|
2024
Q3 | $239K | Buy |
+3,433
| New | +$239K | ﹤0.01% | 947 |
|
|
2021
Q1 | – | Sell |
-3,920
| Closed | -$247K | – | 1227 |
|
|
2020
Q4 | $247K | Sell |
3,920
-1,423
| -27% | -$89.7K | ﹤0.01% | 1059 |
|
|
2020
Q3 | $240K | Buy |
+5,343
| New | +$240K | ﹤0.01% | 1018 |
|
|
2016
Q2 | – | Sell |
-4,618
| Closed | -$433K | – | 1285 |
|
|
2016
Q1 | $433K | Buy |
+4,618
| New | +$433K | ﹤0.01% | 916 |
|