United Capital Financial Advisors’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
65,599
-3,344
| -5% | -$673K | 0.11% | 152 |
|
|
2025
Q1 | $11.9M | Sell |
68,943
-35,901
| -34% | -$6.2M | 0.1% | 156 |
|
|
2024
Q4 | $16.8M | Sell |
104,844
-28,233
| -21% | -$4.53M | 0.14% | 130 |
|
|
2024
Q3 | $22.7M | Sell |
133,077
-9,606
| -7% | -$1.64M | 0.19% | 103 |
|
|
2024
Q2 | $24.1M | Sell |
142,683
-17,295
| -11% | -$2.92M | 0.21% | 98 |
|
|
2024
Q1 | $24.9M | Sell |
159,978
-33,127
| -17% | -$5.16M | 0.21% | 104 |
|
|
2023
Q4 | $28.2M | Sell |
193,105
-254,478
| -57% | -$37.2M | 0.23% | 97 |
|
|
2023
Q3 | $54.7M | Sell |
447,583
-32,096
| -7% | -$3.93M | 0.36% | 60 |
|
|
2023
Q2 | $64.7M | Sell |
479,679
-48,302
| -9% | -$6.52M | 0.35% | 55 |
|
|
2023
Q1 | $71.3M | Sell |
527,981
-12,594
| -2% | -$1.7M | 0.4% | 47 |
|
|
2022
Q4 | $64M | Sell |
540,575
-15,542
| -3% | -$1.84M | 0.36% | 58 |
|
|
2022
Q3 | $59.2M | Sell |
556,117
-12,376
| -2% | -$1.32M | 0.35% | 57 |
|
|
2022
Q2 | $61.5M | Buy |
568,493
+314,354
| +124% | +$34M | 0.34% | 64 |
|
|
2022
Q1 | $28.7M | Buy |
254,139
+963
| +0.4% | +$109K | 0.14% | 149 |
|
|
2021
Q4 | $31.4M | Sell |
253,176
-6,280
| -2% | -$779K | 0.14% | 146 |
|
|
2021
Q3 | $29.7M | Sell |
259,456
-7,480
| -3% | -$857K | 0.15% | 141 |
|
|
2021
Q2 | $27.5M | Buy |
266,936
+5,216
| +2% | +$537K | 0.14% | 155 |
|
|
2021
Q1 | $23.8M | Buy |
261,720
+4,129
| +2% | +$375K | 0.13% | 165 |
|
|
2020
Q4 | $21.9M | Sell |
257,591
-3,888
| -1% | -$330K | 0.13% | 167 |
|
|
2020
Q3 | $21.6M | Sell |
261,479
-2,243
| -0.9% | -$186K | 0.14% | 161 |
|
|
2020
Q2 | $18.6M | Sell |
263,722
-2,136
| -0.8% | -$151K | 0.14% | 169 |
|
|
2020
Q1 | $18.7M | Sell |
265,858
-11,321
| -4% | -$797K | 0.15% | 142 |
|
|
2019
Q4 | $20.6M | Buy |
277,179
+6,417
| +2% | +$477K | 0.13% | 188 |
|
|
2019
Q3 | $18.8M | Sell |
270,762
-3,588
| -1% | -$249K | 0.13% | 187 |
|
|
2019
Q2 | $18.3M | Sell |
274,350
-1,680
| -0.6% | -$112K | 0.12% | 181 |
|
|
2019
Q1 | $17M | Sell |
276,030
-933
| -0.3% | -$57.3K | 0.12% | 187 |
|
|
2018
Q4 | $13.9M | Buy |
276,963
+2,009
| +0.7% | +$101K | 0.11% | 191 |
|
|
2018
Q3 | $14.4M | Buy |
274,954
+3,208
| +1% | +$167K | 0.1% | 220 |
|
|
2018
Q2 | $12.4M | Sell |
271,746
-641
| -0.2% | -$29.3K | 0.09% | 253 |
|
|
2018
Q1 | $12M | Buy |
272,387
+5,168
| +2% | +$228K | 0.09% | 252 |
|
|
2017
Q4 | $13.3M | Buy |
267,219
+3,505
| +1% | +$175K | 0.11% | 232 |
|
|
2017
Q3 | $13.8M | Buy |
263,714
+274
| +0.1% | +$14.4K | 0.12% | 205 |
|
|
2017
Q2 | $18.1M | Buy |
263,440
+1,850
| +0.7% | +$127K | 0.16% | 142 |
|
|
2017
Q1 | $12.9M | Buy |
261,590
+747
| +0.3% | +$36.9K | 0.12% | 197 |
|
|
2016
Q4 | $13M | Sell |
260,843
-536
| -0.2% | -$26.8K | 0.13% | 190 |
|
|
2016
Q3 | $12.4M | Buy |
261,379
+694
| +0.3% | +$32.8K | 0.12% | 201 |
|
|
2016
Q2 | $11.9M | Sell |
260,685
-6,480
| -2% | -$296K | 0.12% | 185 |
|
|
2016
Q1 | $12.4M | Sell |
267,165
-23,335
| -8% | -$1.08M | 0.14% | 156 |
|
|
2015
Q4 | $12.6M | Buy |
290,500
+12,128
| +4% | +$524K | 0.14% | 155 |
|
|
2015
Q3 | $12.8M | Sell |
278,372
-7,163
| -3% | -$329K | 0.15% | 145 |
|
|
2015
Q2 | $12.4M | Sell |
285,535
-7,156
| -2% | -$311K | 0.14% | 167 |
|
|
2015
Q1 | $13.7M | Buy |
292,691
+273,382
| +1,416% | +$12.8M | 0.17% | 144 |
|
|
2014
Q4 | $890K | Buy |
+19,309
| New | +$890K | 0.01% | 681 |
|
|
2014
Q1 | – | Sell |
-56,484
| Closed | -$2.44M | – | 942 |
|
|
2013
Q4 | $2.44M | Buy |
56,484
+49,299
| +686% | +$2.13M | 0.08% | 217 |
|
|
2013
Q3 | $287K | Sell |
7,185
-134,792
| -95% | -$5.38M | 0.01% | 564 |
|
|
2013
Q2 | $5.28M | Buy |
+141,977
| New | +$5.28M | 0.14% | 183 |
|