Alpha Financial Partners’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 | $309K | Sell |
1,342
-62
| -4% | -$14.3K | 0.22% | 62 |
|
|
2025
Q1 | $332K | Sell |
1,404
-274
| -16% | -$64.8K | 0.27% | 53 |
|
|
2024
Q4 | $383K | Buy |
+1,678
| New | +$383K | 0.3% | 42 |
|
|
2024
Q3 | – | Sell |
-1,453
| Closed | -$329K | – | 152 |
|
|
2024
Q2 | $329K | Buy |
1,453
+50
| +4% | +$11.3K | 0.28% | 43 |
|
|
2024
Q1 | $345K | Buy |
1,403
+39
| +3% | +$9.59K | 0.31% | 41 |
|
|
2023
Q4 | $335K | Sell |
1,364
-9
| -0.7% | -$2.21K | 0.33% | 41 |
|
|
2023
Q3 | $279K | Sell |
1,373
-569
| -29% | -$116K | 0.32% | 59 |
|
|
2023
Q2 | $397K | Buy |
1,942
+26
| +1% | +$5.32K | 0.42% | 45 |
|
|
2023
Q1 | $386K | Buy |
1,916
+81
| +4% | +$16.3K | 0.43% | 43 |
|
|
2022
Q4 | $380K | Buy |
+1,835
| New | +$380K | 0.46% | 44 |
|