United Capital Financial Advisors’s Texas Pacific Land TPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-971
| Closed | -$859K | – | 1094 |
|
|
2024
Q3 | $859K | Buy |
971
+8
| +0.8% | +$7.08K | 0.01% | 580 |
|
|
2024
Q2 | $707K | Sell |
963
-33
| -3% | -$24.2K | 0.01% | 611 |
|
|
2024
Q1 | $576K | Buy |
996
+24
| +2% | +$13.9K | ﹤0.01% | 694 |
|
|
2023
Q4 | $509K | Buy |
972
+63
| +7% | +$33K | ﹤0.01% | 719 |
|
|
2023
Q3 | $553K | Sell |
909
-1,596
| -64% | -$970K | ﹤0.01% | 623 |
|
|
2023
Q2 | $1.1M | Sell |
2,505
-855
| -25% | -$375K | 0.01% | 534 |
|
|
2023
Q1 | $1.9M | Sell |
3,360
-23,112
| -87% | -$13.1M | 0.01% | 456 |
|
|
2022
Q4 | $20.7M | Sell |
26,472
-7,542
| -22% | -$5.89M | 0.12% | 170 |
|
|
2022
Q3 | $20.2M | Sell |
34,014
-2,472
| -7% | -$1.46M | 0.12% | 158 |
|
|
2022
Q2 | $18.1M | Sell |
36,486
-837
| -2% | -$415K | 0.1% | 187 |
|
|
2022
Q1 | $16.8M | Sell |
37,323
-63
| -0.2% | -$28.4K | 0.08% | 209 |
|
|
2021
Q4 | $15.6M | Sell |
37,386
-711
| -2% | -$296K | 0.07% | 230 |
|
|
2021
Q3 | $15.4M | Hold |
38,097
| – | – | 0.08% | 219 |
|
|
2021
Q2 | $20.3M | Sell |
38,097
-426
| -1% | -$227K | 0.1% | 189 |
|
|
2021
Q1 | $20.4M | Buy |
38,523
+7,602
| +25% | +$4.03M | 0.11% | 177 |
|
|
2020
Q4 | $7.49M | Buy |
30,921
+6,786
| +28% | +$1.64M | 0.05% | 292 |
|
|
2020
Q3 | $3.63M | Sell |
24,135
-2,232
| -8% | -$336K | 0.02% | 392 |
|
|
2020
Q2 | $5.23M | Buy |
26,367
+1,395
| +6% | +$277K | 0.04% | 349 |
|
|
2020
Q1 | $3.16M | Sell |
24,972
-237
| -0.9% | -$30K | 0.03% | 405 |
|
|
2019
Q4 | $6.57M | Sell |
25,209
-3
| -0% | -$781 | 0.04% | 368 |
|
|
2019
Q3 | $5.46M | Buy |
25,212
+7,308
| +41% | +$1.58M | 0.04% | 386 |
|
|
2019
Q2 | $4.7M | Buy |
17,904
+2,439
| +16% | +$640K | 0.03% | 433 |
|
|
2019
Q1 | $3.99M | Buy |
15,465
+3,054
| +25% | +$788K | 0.03% | 451 |
|
|
2018
Q4 | $2.24M | Buy |
12,411
+2,409
| +24% | +$435K | 0.02% | 536 |
|
|
2018
Q3 | $2.88M | Buy |
10,002
+690
| +7% | +$198K | 0.02% | 537 |
|
|
2018
Q2 | $2.16M | Buy |
9,312
+1,440
| +18% | +$334K | 0.02% | 577 |
|
|
2018
Q1 | $1.33M | Buy |
7,872
+2,958
| +60% | +$498K | 0.01% | 699 |
|
|
2017
Q4 | $732K | Buy |
4,914
+678
| +16% | +$101K | 0.01% | 862 |
|
|
2017
Q3 | $571K | Sell |
4,236
-552
| -12% | -$74.4K | ﹤0.01% | 920 |
|
|
2017
Q2 | $469K | Buy |
4,788
+1,011
| +27% | +$99K | ﹤0.01% | 939 |
|
|
2017
Q1 | $352K | Buy |
3,777
+1,437
| +61% | +$134K | ﹤0.01% | 1001 |
|
|
2016
Q4 | $231K | Buy |
+2,340
| New | +$231K | ﹤0.01% | 1127 |
|