Allegheny Financial Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
6,134
+8
| +0.1% | +$1.84K | 0.31% | 62 |
|
|
2025
Q1 | $1.45M | Sell |
6,126
-2,100
| -26% | -$496K | 0.37% | 51 |
|
|
2024
Q4 | $1.88M | Sell |
8,226
-1,302
| -14% | -$297K | 0.48% | 40 |
|
|
2024
Q3 | $2.35M | Buy |
9,528
+132
| +1% | +$32.5K | 0.58% | 28 |
|
|
2024
Q2 | $2.13M | Sell |
9,396
-663
| -7% | -$150K | 0.61% | 26 |
|
|
2024
Q1 | $2.47M | Sell |
10,059
-826
| -8% | -$203K | 0.76% | 19 |
|
|
2023
Q4 | $2.67M | Buy |
10,885
+2,000
| +23% | +$491K | 0.86% | 18 |
|
|
2023
Q3 | $1.81M | Sell |
8,885
-1,948
| -18% | -$397K | 0.68% | 26 |
|
|
2023
Q2 | $2.22M | Buy |
10,833
+4
| +0% | +$819 | 1.05% | 19 |
|
|
2023
Q1 | $2.18M | Hold |
10,829
| – | – | 0.88% | 22 |
|
|
2022
Q4 | $2.24M | Hold |
10,829
| – | – | 0.94% | 22 |
|
|
2022
Q3 | $2.11M | Hold |
10,829
| – | – | 0.99% | 22 |
|
|
2022
Q2 | $2.31M | Hold |
10,829
| – | – | 1.08% | 22 |
|
|
2022
Q1 | $2.96M | Hold |
10,829
| – | – | 1.25% | 19 |
|
|
2021
Q4 | $2.73M | Hold |
10,829
| – | – | 1.09% | 20 |
|
|
2021
Q3 | $2.12M | Sell |
10,829
-11
| -0.1% | -$2.16K | 0.97% | 24 |
|
|
2021
Q2 | $2.38M | Buy |
+10,840
| New | +$2.38M | 1.08% | 19 |
|
|
2021
Q1 | – | Sell |
-10,793
| Closed | -$2.25M | – | 128 |
|
|
2020
Q4 | $2.25M | Buy |
+10,793
| New | +$2.25M | 1.21% | 18 |
|