Affinity Investment Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
+3,908
| New | +$311K | 0.24% | 105 |
|
|
2024
Q4 | – | Sell |
-3,708
| Closed | -$212K | – | 149 |
|
|
2024
Q3 | $212K | Buy |
+3,708
| New | +$212K | 0.15% | 130 |
|
|
2023
Q3 | – | Sell |
-4,770
| Closed | -$262K | – | 196 |
|
|
2023
Q2 | $262K | Sell |
4,770
-550
| -10% | -$30.2K | 0.15% | 174 |
|
|
2023
Q1 | $235K | Hold |
5,320
| – | – | 0.13% | 175 |
|
|
2022
Q4 | $201K | Buy |
+5,320
| New | +$201K | 0.09% | 191 |
|
|
2018
Q3 | – | Sell |
-31,280
| Closed | -$2.18M | – | 189 |
|
|
2018
Q2 | $2.18M | Buy |
+31,280
| New | +$2.18M | 0.31% | 76 |
|