Archford Capital Strategies’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 | $1.55M | Sell |
6,716
-11
| -0.2% | -$2.53K | 0.2% | 107 |
|
|
2025
Q1 | $1.59M | Sell |
6,727
-952
| -12% | -$225K | 0.23% | 109 |
|
|
2024
Q4 | $1.75M | Sell |
7,679
-151
| -2% | -$34.4K | 0.26% | 95 |
|
|
2024
Q3 | $1.92M | Sell |
7,830
-190
| -2% | -$46.6K | 0.29% | 85 |
|
|
2024
Q2 | $1.81M | Sell |
8,020
-4,827
| -38% | -$1.09M | 0.29% | 84 |
|
|
2024
Q1 | $3.16M | Buy |
12,847
+285
| +2% | +$70.1K | 0.53% | 51 |
|
|
2023
Q4 | $3.09M | Buy |
12,562
+1,775
| +16% | +$436K | 0.56% | 46 |
|
|
2023
Q3 | $2.2M | Buy |
10,787
+765
| +8% | +$156K | 0.44% | 59 |
|
|
2023
Q2 | $2.17M | Buy |
10,022
+1,222
| +14% | +$265K | 0.41% | 60 |
|
|
2023
Q1 | $1.71M | Buy |
8,800
+472
| +6% | +$91.7K | 0.36% | 66 |
|
|
2022
Q4 | $1.72M | Buy |
8,328
+1,115
| +15% | +$231K | 0.4% | 64 |
|
|
2022
Q3 | $1.41M | Buy |
7,213
+312
| +5% | +$60.8K | 0.36% | 71 |
|
|
2022
Q2 | $1.47M | Buy |
6,901
+22
| +0.3% | +$4.69K | 0.37% | 69 |
|
|
2022
Q1 | $1.73M | Sell |
6,879
-74
| -1% | -$18.7K | 0.39% | 65 |
|
|
2021
Q4 | $1.75M | Buy |
6,953
+60
| +0.9% | +$15.1K | 0.4% | 61 |
|
|
2021
Q3 | $1.35M | Buy |
6,893
+105
| +2% | +$20.6K | 0.32% | 74 |
|
|
2021
Q2 | $1.49M | Buy |
6,788
+1,127
| +20% | +$248K | 0.37% | 63 |
|
|
2021
Q1 | $1.26M | Buy |
5,661
+203
| +4% | +$45.3K | 0.34% | 80 |
|
|
2020
Q4 | $1.19M | Sell |
5,458
-21
| -0.4% | -$4.59K | 0.27% | 107 |
|
|
2020
Q3 | $1.08M | Sell |
5,479
-89
| -2% | -$17.5K | 0.29% | 100 |
|
|
2020
Q2 | $941K | Sell |
5,568
-152
| -3% | -$25.7K | 0.28% | 105 |
|
|
2020
Q1 | $807K | Sell |
5,720
-588
| -9% | -$83K | 0.32% | 103 |
|
|
2019
Q4 | $1.14M | Sell |
6,308
-392
| -6% | -$70.8K | 0.39% | 80 |
|
|
2019
Q3 | $1.09M | Sell |
6,700
-224
| -3% | -$36.3K | 0.4% | 74 |
|
|
2019
Q2 | $1.17M | Sell |
6,924
-1,740
| -20% | -$294K | 0.43% | 68 |
|
|
2019
Q1 | $1.45M | Buy |
8,664
+81
| +0.9% | +$13.5K | 0.53% | 49 |
|
|
2018
Q4 | $1.19M | Sell |
8,583
-212
| -2% | -$29.3K | 0.48% | 59 |
|
|
2018
Q3 | $1.43M | Sell |
8,795
-2,231
| -20% | -$363K | 0.52% | 53 |
|
|
2018
Q2 | $1.56M | Sell |
11,026
-1,222
| -10% | -$173K | 0.55% | 47 |
|
|
2018
Q1 | $1.64M | Hold |
12,248
| – | – | 0.68% | 45 |
|
|
2017
Q4 | $1.64M | Sell |
12,248
-983
| -7% | -$132K | 0.61% | 47 |
|
|
2017
Q3 | $1.53M | Sell |
13,231
-2,177
| -14% | -$252K | 0.58% | 55 |
|
|
2017
Q2 | $1.68M | Sell |
15,408
-788
| -5% | -$85.8K | 0.66% | 44 |
|
|
2017
Q1 | $1.72M | Sell |
16,196
-1,120
| -6% | -$119K | 0.65% | 42 |
|
|
2016
Q4 | $1.8M | Sell |
17,316
-699
| -4% | -$72.5K | 0.76% | 36 |
|
|
2016
Q3 | $1.76M | Buy |
18,015
+8,671
| +93% | +$846K | 0.72% | 38 |
|
|
2016
Q2 | $815K | Buy |
9,344
+44
| +0.5% | +$3.84K | 0.43% | 74 |
|
|
2016
Q1 | $740K | Buy |
9,300
+553
| +6% | +$44K | 0.35% | 106 |
|
|
2015
Q4 | $686K | Sell |
8,747
-1,048
| -11% | -$82.2K | 0.31% | 114 |
|
|
2015
Q3 | $866K | Buy |
9,795
+1,405
| +17% | +$124K | 0.65% | 47 |
|
|
2015
Q2 | $800K | Buy |
8,390
+8,116
| +2,962% | +$774K | 0.57% | 54 |
|
|
2015
Q1 | $29.7K | Buy |
+274
| New | +$29.7K | 0.02% | 244 |
|
|
2014
Q2 | – | Sell |
-20
| Closed | -$1.88K | – | 955 |
|
|
2014
Q1 | $1.88K | Buy |
+20
| New | +$1.88K | ﹤0.01% | 658 |
|