Allworth Financial’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
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|
2025
Q1 | $484K | Buy |
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|
2024
Q4 | $732K | Sell |
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|
2024
Q3 | $392K | Buy |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $252K | Buy |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $317K | Sell |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $104K | Sell |
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|
2022
Q3 | $90K | Sell |
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|
2022
Q2 | $126K | Sell |
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|
2022
Q1 | $167K | Buy |
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|
2021
Q4 | $118K | Buy |
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|
2021
Q3 | $116K | Buy |
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|
2021
Q2 | $127K | Sell |
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|
2021
Q1 | $143K | Buy |
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|
2020
Q4 | $45K | Buy |
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|
2020
Q3 | $27K | Buy |
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|
2020
Q2 | $25K | Sell |
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|
2020
Q1 | $52K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $4K | Hold |
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|
2017
Q2 | $5K | Sell |
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|
2017
Q1 | $8K | Buy |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $4K | Hold |
|
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $5K | Buy |
|