United Capital Financial Advisors’s TriState Capital Holdings, Inc. TSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Buy |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $246K | Hold |
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|
2020
Q3 | $187K | Hold |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $161K | Sell |
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|
2019
Q4 | $500K | Sell |
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|
2019
Q3 | $455K | Hold |
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|
2019
Q2 | $461K | Sell |
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|
2019
Q1 | $444K | Buy |
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|
2018
Q4 | $421K | Hold |
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|
2018
Q3 | $597K | Hold |
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|
2018
Q2 | $564K | Hold |
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|
2018
Q1 | $503K | Hold |
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|
2017
Q4 | $497K | Hold |
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|
2017
Q3 | $495K | Hold |
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|
2017
Q2 | $545K | Hold |
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|
2017
Q1 | $505K | Hold |
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|
2016
Q4 | $478K | Hold |
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|
2016
Q3 | $349K | Hold |
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|
2016
Q2 | $303K | Hold |
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|
2016
Q1 | $272K | Hold |
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|
2015
Q4 | $303K | Hold |
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|
2015
Q3 | $270K | Sell |
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|
2015
Q2 | $293K | Sell |
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|
2015
Q1 | $352K | Hold |
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|
2014
Q4 | $288K | Hold |
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|
2014
Q3 | $255K | Sell |
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|
2014
Q2 | $426K | Hold |
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|
2014
Q1 | $428K | Buy |
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|
2013
Q4 | $325K | Sell |
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|
2013
Q3 | $382K | Sell |
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|
2013
Q2 | $469K | Buy |
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