United Capital Financial Advisors’s United-Guardian UG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$161K	Hold	20,070	–	–	﹤0.01%	1062
2025 Q1	$180K	Hold	20,070	–	–	﹤0.01%	1016
2024 Q4	$192K	Buy	+20,070	New	+$192K	﹤0.01%	1018
2023 Q1	–	Sell	-20,070	Closed	-$210K	–	1070
2022 Q4	$210K	Hold	20,070	–	–	﹤0.01%	972
2022 Q3	$228K	Hold	20,070	–	–	﹤0.01%	979
2022 Q2	$301K	Hold	20,070	–	–	﹤0.01%	942
2022 Q1	$456K	Sell	20,070 -10,000	-33%	-$227K	﹤0.01%	855
2021 Q4	$495K	Hold	30,070	–	–	﹤0.01%	861
2021 Q3	$427K	Hold	30,070	–	–	﹤0.01%	899
2021 Q2	$451K	Hold	30,070	–	–	﹤0.01%	881
2021 Q1	$456K	Hold	30,070	–	–	﹤0.01%	868
2020 Q4	$432K	Sell	30,070 -1,720	-5%	-$24.7K	﹤0.01%	882
2020 Q3	$482K	Hold	31,790	–	–	﹤0.01%	835
2020 Q2	$471K	Hold	31,790	–	–	﹤0.01%	883
2020 Q1	$459K	Sell	31,790 -500	-2%	-$7.22K	﹤0.01%	845
2019 Q4	$634K	Sell	32,290 -1,200	-4%	-$23.6K	﹤0.01%	916
2019 Q3	$635K	Hold	33,490	–	–	﹤0.01%	872
2019 Q2	$630K	Sell	33,490 -3,000	-8%	-$56.4K	﹤0.01%	957
2019 Q1	$699K	Sell	36,490 -11,000	-23%	-$211K	﹤0.01%	877
2018 Q4	$871K	Sell	47,490 -1,200	-2%	-$22K	0.01%	752
2018 Q3	$786K	Hold	48,690	–	–	0.01%	845
2018 Q2	$932K	Sell	48,690 -16,410	-25%	-$314K	0.01%	779
2018 Q1	$1.16M	Hold	65,100	–	–	0.01%	740
2017 Q4	$1.2M	Sell	65,100 -1,450	-2%	-$26.8K	0.01%	736
2017 Q3	$1.3M	Sell	66,550 -590	-0.9%	-$11.5K	0.01%	706
2017 Q2	$1.04M	Hold	67,140	–	–	0.01%	755
2017 Q1	$997K	Hold	67,140	–	–	0.01%	747
2016 Q4	$1.04M	Buy	+67,140	New	+$1.04M	0.01%	744