1SB
1ST Source Bank’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Buy |
6,070
+522
| +9% | +$52.7K | 0.03% | 169 |
|
|
2025
Q1 | $610K | Buy |
5,548
+117
| +2% | +$12.9K | 0.04% | 171 |
|
|
2024
Q4 | $685K | Buy |
5,431
+44
| +0.8% | +$5.55K | 0.04% | 162 |
|
|
2024
Q3 | $734K | Sell |
5,387
-252
| -4% | -$34.4K | 0.04% | 158 |
|
|
2024
Q2 | $772K | Sell |
5,639
-500
| -8% | -$68.4K | 0.05% | 154 |
|
|
2024
Q1 | $912K | Sell |
6,139
-150
| -2% | -$22.3K | 0.05% | 142 |
|
|
2023
Q4 | $989K | Buy |
6,289
+614
| +11% | +$96.5K | 0.06% | 129 |
|
|
2023
Q3 | $885K | Sell |
5,675
-931
| -14% | -$145K | 0.06% | 130 |
|
|
2023
Q2 | $1.18M | Sell |
6,606
-320
| -5% | -$57.4K | 0.08% | 119 |
|
|
2023
Q1 | $1.34M | Sell |
6,926
-78
| -1% | -$15.1K | 0.09% | 112 |
|
|
2022
Q4 | $1.22M | Sell |
7,004
-114
| -2% | -$19.8K | 0.08% | 118 |
|
|
2022
Q3 | $1.15M | Buy |
7,118
+136
| +2% | +$22K | 0.08% | 114 |
|
|
2022
Q2 | $1.28M | Buy |
6,982
+1,652
| +31% | +$302K | 0.09% | 112 |
|
|
2022
Q1 | $1.14M | Buy |
5,330
+286
| +6% | +$61.3K | 0.07% | 129 |
|
|
2021
Q4 | $1.08M | Sell |
5,044
-361
| -7% | -$77.4K | 0.06% | 133 |
|
|
2021
Q3 | $984K | Buy |
5,405
+153
| +3% | +$27.9K | 0.06% | 135 |
|
|
2021
Q2 | $1.09M | Sell |
5,252
-104
| -2% | -$21.6K | 0.07% | 127 |
|
|
2021
Q1 | $910K | Buy |
5,356
+158
| +3% | +$26.8K | 0.06% | 134 |
|
|
2020
Q4 | $876K | Sell |
5,198
-3,585
| -41% | -$604K | 0.06% | 137 |
|
|
2020
Q3 | $1.46M | Sell |
8,783
-697
| -7% | -$116K | 0.12% | 100 |
|
|
2020
Q2 | $1.05M | Buy |
9,480
+554
| +6% | +$61.6K | 0.09% | 114 |
|
|
2020
Q1 | $834K | Sell |
8,926
-400
| -4% | -$37.4K | 0.08% | 115 |
|
|
2019
Q4 | $1.09M | Sell |
9,326
-2,569
| -22% | -$301K | 0.08% | 116 |
|
|
2019
Q3 | $1.43M | Buy |
11,895
+1,367
| +13% | +$164K | 0.12% | 95 |
|
|
2019
Q2 | $1.09M | Buy |
10,528
+450
| +4% | +$46.5K | 0.09% | 108 |
|
|
2019
Q1 | $1.13M | Sell |
10,078
-852
| -8% | -$95.2K | 0.1% | 103 |
|
|
2018
Q4 | $1.07M | Sell |
10,930
-480
| -4% | -$46.8K | 0.1% | 100 |
|
|
2018
Q3 | $1.33M | Buy |
11,410
+139
| +1% | +$16.2K | 0.11% | 100 |
|
|
2018
Q2 | $1.2M | Sell |
11,271
-9
| -0.1% | -$957 | 0.1% | 105 |
|
|
2018
Q1 | $1.18M | Sell |
11,280
-95
| -0.8% | -$9.94K | 0.1% | 106 |
|
|
2017
Q4 | $1.36M | Sell |
11,375
-258
| -2% | -$30.7K | 0.11% | 101 |
|
|
2017
Q3 | $1.4M | Buy |
11,633
+977
| +9% | +$117K | 0.12% | 101 |
|
|
2017
Q2 | $1.18M | Sell |
10,656
-670
| -6% | -$74.1K | 0.1% | 106 |
|
|
2017
Q1 | $1.22M | Buy |
11,326
+344
| +3% | +$36.9K | 0.11% | 101 |
|
|
2016
Q4 | $1.26M | Buy |
10,982
+3,814
| +53% | +$437K | 0.12% | 95 |
|
|
2016
Q3 | $784K | Buy |
7,168
+391
| +6% | +$42.8K | 0.08% | 122 |
|
|
2016
Q2 | $730K | Buy |
6,777
+628
| +10% | +$67.6K | 0.08% | 127 |
|
|
2016
Q1 | $648K | Buy |
6,149
+1,651
| +37% | +$174K | 0.07% | 131 |
|
|
2015
Q4 | $433K | Sell |
4,498
-240
| -5% | -$23.1K | 0.05% | 160 |
|
|
2015
Q3 | $468K | Sell |
4,738
-10
| -0.2% | -$988 | 0.05% | 179 |
|
|
2015
Q2 | $460K | Sell |
4,748
-765
| -14% | -$74.1K | 0.05% | 167 |
|
|
2015
Q1 | $535K | Sell |
5,513
-200
| -4% | -$19.4K | 0.06% | 148 |
|
|
2014
Q4 | $635K | Hold |
5,713
| – | – | 0.08% | 134 |
|
|
2014
Q3 | $562K | Buy |
5,713
+31
| +0.5% | +$3.05K | 0.07% | 131 |
|
|
2014
Q2 | $583K | Sell |
5,682
-1,556
| -21% | -$160K | 0.08% | 134 |
|
|
2014
Q1 | $704K | Buy |
7,238
+1,238
| +21% | +$120K | 0.09% | 119 |
|
|
2013
Q4 | $630K | Hold |
6,000
| – | – | 0.08% | 130 |
|
|
2013
Q3 | $548K | Hold |
6,000
| – | – | 0.08% | 143 |
|
|
2013
Q2 | $519K | Buy |
+6,000
| New | +$519K | 0.09% | 126 |
|