Clayton Financial Group’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 | – | Sell |
-1,674
| Closed | -$395K | – | 106 |
|
|
2025
Q1 | $395K | Sell |
1,674
-46
| -3% | -$10.9K | 0.15% | 78 |
|
|
2024
Q4 | $392K | Hold |
1,720
| – | – | 0.14% | 77 |
|
|
2024
Q3 | $424K | Hold |
1,720
| – | – | 0.16% | 71 |
|
|
2024
Q2 | $423K | Hold |
1,720
| – | – | 0.18% | 64 |
|
|
2024
Q1 | $423K | Buy |
+1,720
| New | +$423K | 0.19% | 63 |
|