CAPTRUST Financial Advisors’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 | $2.11M | Buy |
26,520
+5,336
| +25% | +$425K | ﹤0.01% | 946 |
|
|
2025
Q1 | $1.46M | Buy |
21,184
+2,665
| +14% | +$184K | ﹤0.01% | 1071 |
|
|
2024
Q4 | $1.8M | Buy |
18,519
+2,415
| +15% | +$235K | 0.01% | 929 |
|
|
2024
Q3 | $919K | Buy |
16,104
+1,499
| +10% | +$85.5K | ﹤0.01% | 1235 |
|
|
2024
Q2 | $711K | Buy |
14,605
+95
| +0.7% | +$4.62K | ﹤0.01% | 1333 |
|
|
2024
Q1 | $695K | Sell |
14,510
-4,272
| -23% | -$205K | ﹤0.01% | 1327 |
|
|
2023
Q4 | $775K | Buy |
18,782
+8,562
| +84% | +$353K | ﹤0.01% | 1433 |
|
|
2023
Q3 | $432K | Sell |
10,220
-811
| -7% | -$34.3K | ﹤0.01% | 1739 |
|
|
2023
Q2 | $605K | Sell |
11,031
-310
| -3% | -$17K | ﹤0.01% | 1516 |
|
|
2023
Q1 | $502K | Buy |
11,341
+4,265
| +60% | +$189K | ﹤0.01% | 1407 |
|
|
2022
Q4 | $267K | Buy |
7,076
+29
| +0.4% | +$1.09K | ﹤0.01% | 1748 |
|
|
2022
Q3 | $229K | Buy |
7,047
+387
| +6% | +$12.6K | ﹤0.01% | 1733 |
|
|
2022
Q2 | $236K | Buy |
6,660
+334
| +5% | +$11.8K | ﹤0.01% | 1579 |
|
|
2022
Q1 | $293K | Buy |
6,326
+1,649
| +35% | +$76.4K | ﹤0.01% | 1450 |
|
|
2021
Q4 | $205K | Buy |
4,677
+1,350
| +41% | +$59.2K | ﹤0.01% | 1621 |
|
|
2021
Q3 | $158K | Buy |
3,327
+1,700
| +104% | +$80.7K | ﹤0.01% | 1731 |
|
|
2021
Q2 | $85K | Buy |
1,627
+63
| +4% | +$3.29K | ﹤0.01% | 2151 |
|
|
2021
Q1 | $90K | Buy |
1,564
+225
| +17% | +$12.9K | ﹤0.01% | 2033 |
|
|
2020
Q4 | $58K | Buy |
1,339
+170
| +15% | +$7.36K | ﹤0.01% | 1763 |
|
|
2020
Q3 | $41K | Buy |
1,169
+695
| +147% | +$24.4K | ﹤0.01% | 1707 |
|
|
2020
Q2 | $16K | Buy |
+474
| New | +$16K | ﹤0.01% | 2035 |
|
|
2019
Q4 | – | Sell |
-527
| Closed | -$47K | – | 1760 |
|
|
2019
Q3 | $47K | Buy |
527
+32
| +6% | +$2.85K | ﹤0.01% | 1019 |
|
|
2019
Q2 | $43K | Buy |
495
+19
| +4% | +$1.65K | ﹤0.01% | 1024 |
|
|
2019
Q1 | $38K | Sell |
476
-5
| -1% | -$399 | ﹤0.01% | 986 |
|
|
2018
Q4 | $40K | Buy |
+481
| New | +$40K | ﹤0.01% | 841 |
|