United Capital Financial Advisors’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Hold |
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|
2025
Q1 | $180K | Hold |
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|
2024
Q4 | $192K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $210K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $495K | Hold |
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|
2021
Q3 | $427K | Hold |
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|
2021
Q2 | $451K | Hold |
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|
2021
Q1 | $456K | Hold |
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|
2020
Q4 | $432K | Sell |
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|
2020
Q3 | $482K | Hold |
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|
2020
Q2 | $471K | Hold |
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|
2020
Q1 | $459K | Sell |
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|
2019
Q4 | $634K | Sell |
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|
2019
Q3 | $635K | Hold |
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|
2019
Q2 | $630K | Sell |
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|
2019
Q1 | $699K | Sell |
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|
2018
Q4 | $871K | Sell |
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|
2018
Q3 | $786K | Hold |
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|
2018
Q2 | $932K | Sell |
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|
2018
Q1 | $1.16M | Hold |
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|
2017
Q4 | $1.2M | Sell |
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|
2017
Q3 | $1.3M | Sell |
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|
2017
Q2 | $1.04M | Hold |
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|
2017
Q1 | $997K | Hold |
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|
2016
Q4 | $1.04M | Buy |
|