United Capital Financial Advisors’s Spotify SPOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.49M | Sell |
5,848
-308
| -5% | -$236K | 0.04% | 297 |
|
2025
Q1 | $3.39M | Buy |
6,156
+98
| +2% | +$53.9K | 0.03% | 331 |
|
2024
Q4 | $2.71M | Buy |
6,058
+3,780
| +166% | +$1.69M | 0.02% | 362 |
|
2024
Q3 | $840K | Buy |
2,278
+21
| +0.9% | +$7.74K | 0.01% | 590 |
|
2024
Q2 | $708K | Sell |
2,257
-160
| -7% | -$50.2K | 0.01% | 610 |
|
2024
Q1 | $638K | Buy |
2,417
+40
| +2% | +$10.6K | 0.01% | 664 |
|
2023
Q4 | $447K | Buy |
+2,377
| New | +$447K | ﹤0.01% | 751 |
|
2023
Q1 | – | Sell |
-21,410
| Closed | -$1.69M | – | 1058 |
|
2022
Q4 | $1.69M | Buy |
21,410
+9,937
| +87% | +$785K | 0.01% | 512 |
|
2022
Q3 | $990K | Sell |
11,473
-946
| -8% | -$81.6K | 0.01% | 615 |
|
2022
Q2 | $1.17M | Sell |
12,419
-985
| -7% | -$92.4K | 0.01% | 611 |
|
2022
Q1 | $2.02M | Sell |
13,404
-1,021
| -7% | -$154K | 0.01% | 508 |
|
2021
Q4 | $3.38M | Buy |
14,425
+236
| +2% | +$55.2K | 0.02% | 444 |
|
2021
Q3 | $3.2M | Buy |
14,189
+478
| +3% | +$108K | 0.02% | 446 |
|
2021
Q2 | $3.78M | Buy |
13,711
+897
| +7% | +$247K | 0.02% | 415 |
|
2021
Q1 | $3.43M | Buy |
12,814
+1,635
| +15% | +$438K | 0.02% | 411 |
|
2020
Q4 | $3.52M | Sell |
11,179
-8,363
| -43% | -$2.63M | 0.02% | 408 |
|
2020
Q3 | $4.74M | Buy |
19,542
+16,048
| +459% | +$3.89M | 0.03% | 352 |
|
2020
Q2 | $902K | Sell |
3,494
-208
| -6% | -$53.7K | 0.01% | 687 |
|
2020
Q1 | $450K | Sell |
3,702
-1,355
| -27% | -$165K | ﹤0.01% | 850 |
|
2019
Q4 | $756K | Buy |
5,057
+48
| +1% | +$7.18K | ﹤0.01% | 872 |
|
2019
Q3 | $571K | Sell |
5,009
-168
| -3% | -$19.2K | ﹤0.01% | 906 |
|
2019
Q2 | $757K | Buy |
5,177
+872
| +20% | +$128K | ﹤0.01% | 894 |
|
2019
Q1 | $598K | Buy |
+4,305
| New | +$598K | ﹤0.01% | 915 |
|
2018
Q4 | – | Sell |
-1,873
| Closed | -$339K | – | 1361 |
|
2018
Q3 | $339K | Buy |
+1,873
| New | +$339K | ﹤0.01% | 1063 |
|