United Capital Financial Advisors’s Ubiquiti UI Stock Holding History

United Capital Financial Advisors’s Portfolio UI Stock Details UI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$315K	Sell
2025 Q2	$202K	Buy
2019 Q3	–	Sell
2019 Q2	$2.04M	Sell
2019 Q1	$6.19M	Buy
2015 Q1	–	Sell
2014 Q4	$1.37M	Buy
2014 Q3	$1.41M	Buy
2014 Q2	$1.59M	Buy