United Capital Financial Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.97M | Buy |
19,966
+1,704
| +9% | +$168K | 0.02% | 446 |
|
2025
Q1 | $1.91M | Sell |
18,262
-1,966
| -10% | -$205K | 0.02% | 430 |
|
2024
Q4 | $2.73M | Sell |
20,228
-1,527
| -7% | -$206K | 0.02% | 356 |
|
2024
Q3 | $3.39M | Sell |
21,755
-229
| -1% | -$35.7K | 0.03% | 324 |
|
2024
Q2 | $3.25M | Sell |
21,984
-2,998
| -12% | -$444K | 0.03% | 328 |
|
2024
Q1 | $4.43M | Sell |
24,982
-1,416
| -5% | -$251K | 0.04% | 301 |
|
2023
Q4 | $3.76M | Buy |
26,398
+5,771
| +28% | +$822K | 0.03% | 323 |
|
2023
Q3 | $2.28M | Sell |
20,627
-2,099
| -9% | -$232K | 0.01% | 408 |
|
2023
Q2 | $3M | Buy |
22,726
+5,119
| +29% | +$675K | 0.02% | 388 |
|
2023
Q1 | $2.92M | Sell |
17,607
-2,638
| -13% | -$437K | 0.02% | 393 |
|
2022
Q4 | $3.02M | Sell |
20,245
-723
| -3% | -$108K | 0.02% | 402 |
|
2022
Q3 | $3.11M | Sell |
20,968
-3,857
| -16% | -$572K | 0.02% | 400 |
|
2022
Q2 | $3.51M | Sell |
24,825
-761
| -3% | -$107K | 0.02% | 398 |
|
2022
Q1 | $5.43M | Buy |
25,586
+1,547
| +6% | +$328K | 0.03% | 355 |
|
2021
Q4 | $5.56M | Buy |
24,039
+1,702
| +8% | +$394K | 0.03% | 358 |
|
2021
Q3 | $5.11M | Sell |
22,337
-837
| -4% | -$191K | 0.03% | 371 |
|
2021
Q2 | $5.6M | Buy |
23,174
+245
| +1% | +$59.2K | 0.03% | 364 |
|
2021
Q1 | $4.54M | Sell |
22,929
-246
| -1% | -$48.7K | 0.03% | 370 |
|
2020
Q4 | $4.09M | Sell |
23,175
-629
| -3% | -$111K | 0.02% | 385 |
|
2020
Q3 | $3.75M | Sell |
23,804
-272
| -1% | -$42.8K | 0.02% | 386 |
|
2020
Q2 | $2.89M | Sell |
24,076
-1,400
| -5% | -$168K | 0.02% | 448 |
|
2020
Q1 | $2.37M | Sell |
25,476
-8,420
| -25% | -$783K | 0.02% | 462 |
|
2019
Q4 | $4.35M | Buy |
33,896
+4,599
| +16% | +$590K | 0.03% | 445 |
|
2019
Q3 | $3.13M | Sell |
29,297
-14,322
| -33% | -$1.53M | 0.02% | 501 |
|
2019
Q2 | $3.78M | Buy |
43,619
+3,296
| +8% | +$285K | 0.02% | 472 |
|
2019
Q1 | $3.24M | Sell |
40,323
-5,122
| -11% | -$411K | 0.02% | 492 |
|
2018
Q4 | $3M | Buy |
45,445
+1,635
| +4% | +$108K | 0.02% | 467 |
|
2018
Q3 | $3.87M | Buy |
43,810
+1,000
| +2% | +$88.2K | 0.03% | 482 |
|
2018
Q2 | $3.26M | Sell |
42,810
-3,834
| -8% | -$292K | 0.02% | 497 |
|
2018
Q1 | $3.24M | Sell |
46,644
-1,389
| -3% | -$96.5K | 0.02% | 483 |
|
2017
Q4 | $3.11M | Sell |
48,033
-10,456
| -18% | -$678K | 0.02% | 492 |
|
2017
Q3 | $3.45M | Sell |
58,489
-5,101
| -8% | -$301K | 0.03% | 450 |
|
2017
Q2 | $3.33M | Sell |
63,590
-53,690
| -46% | -$2.81M | 0.03% | 454 |
|
2017
Q1 | $6.47M | Buy |
117,280
+30,933
| +36% | +$1.71M | 0.06% | 332 |
|
2016
Q4 | $6.24M | Buy |
86,347
+5,836
| +7% | +$422K | 0.06% | 335 |
|
2016
Q3 | $5.53M | Buy |
80,511
+17,270
| +27% | +$1.19M | 0.05% | 365 |
|
2016
Q2 | $4.43M | Sell |
63,241
-3,030
| -5% | -$212K | 0.05% | 386 |
|
2016
Q1 | $5.45M | Sell |
66,271
-66,137
| -50% | -$5.44M | 0.06% | 318 |
|
2015
Q4 | $9.61M | Buy |
132,408
+4,148
| +3% | +$301K | 0.11% | 204 |
|
2015
Q3 | $10.1M | Buy |
128,260
+57,540
| +81% | +$4.53M | 0.12% | 190 |
|
2015
Q2 | $5.77M | Buy |
70,720
+19,135
| +37% | +$1.56M | 0.07% | 316 |
|
2015
Q1 | $4.07M | Buy |
51,585
+3,022
| +6% | +$238K | 0.05% | 377 |
|
2014
Q4 | $3.69M | Buy |
48,563
+40,358
| +492% | +$3.06M | 0.06% | 315 |
|
2014
Q3 | $514K | Buy |
+8,205
| New | +$514K | 0.01% | 789 |
|
2014
Q2 | – | Sell |
-10,200
| Closed | -$617K | – | 919 |
|
2014
Q1 | $617K | Sell |
10,200
-148,694
| -94% | -$8.99M | 0.01% | 596 |
|
2013
Q4 | $10.1M | Sell |
158,894
-20,036
| -11% | -$1.27M | 0.34% | 84 |
|
2013
Q3 | $11.4M | Buy |
178,930
+5,389
| +3% | +$345K | 0.37% | 63 |
|
2013
Q2 | $12M | Buy |
+173,541
| New | +$12M | 0.32% | 84 |
|