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