Allegiance Financial Group Advisory Services’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.91M Sell
31,230
-1,808
-5% -$169K 0.77% 21
2025
Q1
$2.41M Buy
33,038
+1,352
+4% +$98.5K 0.73% 25
2024
Q4
$1.91M Buy
+31,686
New +$1.91M 0.62% 29