United Capital Financial Advisors’s Telefonica TEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Buy |
37,717
+4,493
| +14% | +$23.5K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $155K | Buy |
33,224
+3,122
| +10% | +$14.5K | ﹤0.01% | 1023 |
|
|
2024
Q4 | $121K | Sell |
30,102
-8,097
| -21% | -$32.6K | ﹤0.01% | 1034 |
|
|
2024
Q3 | $186K | Sell |
38,199
-2,196
| -5% | -$10.7K | ﹤0.01% | 1015 |
|
|
2024
Q2 | $170K | Buy |
40,395
+6,193
| +18% | +$26.1K | ﹤0.01% | 979 |
|
|
2024
Q1 | $151K | Sell |
34,202
-2,142
| -6% | -$9.45K | ﹤0.01% | 1031 |
|
|
2023
Q4 | $142K | Buy |
+36,344
| New | +$142K | ﹤0.01% | 1020 |
|
|
2023
Q1 | – | Sell |
-11,427
| Closed | -$40.8K | – | 1064 |
|
|
2022
Q4 | $40.8K | Buy |
+11,427
| New | +$40.8K | ﹤0.01% | 1023 |
|
|
2021
Q4 | – | Sell |
-11,708
| Closed | -$51K | – | 1232 |
|
|
2021
Q3 | $51K | Buy |
+11,708
| New | +$51K | ﹤0.01% | 1177 |
|
|
2020
Q1 | – | Sell |
-33,458
| Closed | -$188K | – | 1344 |
|
|
2019
Q4 | $188K | Buy |
+33,458
| New | +$188K | ﹤0.01% | 1273 |
|
|
2019
Q3 | – | Sell |
-41,375
| Closed | -$277K | – | 1450 |
|
|
2019
Q2 | $277K | Sell |
41,375
-5,766
| -12% | -$38.6K | ﹤0.01% | 1234 |
|
|
2019
Q1 | $318K | Buy |
47,141
+13,893
| +42% | +$93.7K | ﹤0.01% | 1096 |
|
|
2018
Q4 | $227K | Buy |
33,248
+15,402
| +86% | +$105K | ﹤0.01% | 1160 |
|
|
2018
Q3 | $113K | Buy |
17,846
+4,318
| +32% | +$27.3K | ﹤0.01% | 1292 |
|
|
2018
Q2 | $93K | Buy |
+13,528
| New | +$93K | ﹤0.01% | 1275 |
|