Waverly Advisors’s United Community Banks, Inc. UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
118,369
+173
| +0.1% | +$5.15K | 0.04% | 376 |
|
|
2025
Q1 | $3.32M | Sell |
118,196
-10
| -0% | -$281 | 0.04% | 366 |
|
|
2024
Q4 | $3.82M | Buy |
118,206
+61
| +0.1% | +$1.97K | 0.06% | 259 |
|
|
2024
Q3 | $3.44M | Sell |
118,145
-1,311
| -1% | -$38.1K | 0.06% | 244 |
|
|
2024
Q2 | $3.04M | Buy |
119,456
+35,382
| +42% | +$901K | 0.06% | 250 |
|
|
2024
Q1 | $2.21M | Sell |
84,074
-68
| -0.1% | -$1.79K | 0.05% | 243 |
|
|
2023
Q4 | $2.46M | Buy |
84,142
+218
| +0.3% | +$6.38K | 0.09% | 126 |
|
|
2023
Q3 | $2.13M | Sell |
83,924
-8,463
| -9% | -$215K | 0.09% | 127 |
|
|
2023
Q2 | $2.31M | Buy |
92,387
+27,361
| +42% | +$684K | 0.1% | 122 |
|
|
2023
Q1 | $1.83M | Buy |
65,026
+26,466
| +69% | +$744K | 0.1% | 105 |
|
|
2022
Q4 | $1.3M | Buy |
38,560
+629
| +2% | +$21.3K | 0.07% | 117 |
|
|
2022
Q3 | $1.26M | Sell |
37,931
-22
| -0.1% | -$728 | 0.09% | 97 |
|
|
2022
Q2 | $1.15M | Hold |
37,953
| – | – | 0.1% | 75 |
|
|
2022
Q1 | $1.32M | Hold |
37,953
| – | – | 0.11% | 64 |
|
|
2021
Q4 | $1.38M | Buy |
+37,953
| New | +$1.38M | 0.12% | 63 |
|