Allworth Financial’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 | $863K | Buy |
10,839
+3,823
| +54% | +$304K | ﹤0.01% | 679 |
|
|
2025
Q1 | $484K | Buy |
7,016
+236
| +3% | +$16.3K | ﹤0.01% | 686 |
|
|
2024
Q4 | $732K | Sell |
6,780
-84
| -1% | -$9.07K | ﹤0.01% | 600 |
|
|
2024
Q3 | $392K | Buy |
6,864
+264
| +4% | +$15.1K | ﹤0.01% | 640 |
|
|
2024
Q2 | $316K | Buy |
6,600
+3
| +0% | +$144 | ﹤0.01% | 675 |
|
|
2024
Q1 | $316K | Buy |
6,597
+483
| +8% | +$23.1K | ﹤0.01% | 657 |
|
|
2023
Q4 | $252K | Buy |
6,114
+429
| +8% | +$17.7K | ﹤0.01% | 673 |
|
|
2023
Q3 | $240K | Sell |
5,685
-94
| -2% | -$3.98K | ﹤0.01% | 647 |
|
|
2023
Q2 | $317K | Sell |
5,779
-305
| -5% | -$16.7K | ﹤0.01% | 596 |
|
|
2023
Q1 | $269K | Buy |
6,084
+3,328
| +121% | +$147K | ﹤0.01% | 588 |
|
|
2022
Q4 | $104K | Sell |
2,756
-6
| -0.2% | -$226 | ﹤0.01% | 805 |
|
|
2022
Q3 | $90K | Sell |
2,762
-788
| -22% | -$25.7K | ﹤0.01% | 798 |
|
|
2022
Q2 | $126K | Sell |
3,550
-57
| -2% | -$2.02K | ﹤0.01% | 661 |
|
|
2022
Q1 | $167K | Buy |
3,607
+918
| +34% | +$42.5K | ﹤0.01% | 586 |
|
|
2021
Q4 | $118K | Buy |
2,689
+241
| +10% | +$10.6K | ﹤0.01% | 646 |
|
|
2021
Q3 | $116K | Buy |
2,448
+11
| +0.5% | +$521 | ﹤0.01% | 582 |
|
|
2021
Q2 | $127K | Sell |
2,437
-55
| -2% | -$2.87K | ﹤0.01% | 443 |
|
|
2021
Q1 | $143K | Buy |
2,492
+1,452
| +140% | +$83.3K | ﹤0.01% | 395 |
|
|
2020
Q4 | $45K | Buy |
1,040
+277
| +36% | +$12K | ﹤0.01% | 501 |
|
|
2020
Q3 | $27K | Buy |
763
+55
| +8% | +$1.95K | ﹤0.01% | 523 |
|
|
2020
Q2 | $25K | Sell |
708
-939
| -57% | -$33.2K | ﹤0.01% | 542 |
|
|
2020
Q1 | $52K | Buy |
+1,647
| New | +$52K | ﹤0.01% | 397 |
|
|
2018
Q1 | – | Sell |
-67
| Closed | -$5K | – | 877 |
|
|
2017
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 574 |
|
|
2017
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 603 |
|
|
2017
Q2 | $5K | Sell |
67
-49
| -42% | -$3.66K | ﹤0.01% | 584 |
|
|
2017
Q1 | $8K | Buy |
116
+49
| +73% | +$3.38K | ﹤0.01% | 477 |
|
|
2016
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 495 |
|
|
2016
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 537 |
|
|
2016
Q2 | $3K | Hold |
67
| – | – | ﹤0.01% | 517 |
|
|
2016
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 481 |
|
|
2015
Q4 | $4K | Hold |
67
| – | – | ﹤0.01% | 478 |
|
|
2015
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 475 |
|
|
2015
Q2 | $4K | Hold |
67
| – | – | ﹤0.01% | 470 |
|
|
2015
Q1 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 451 |
|