CFGSD
Compass Financial Group (South Dakota)’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
1,569
+2
| +0.1% | +$460 | 0.06% | 63 |
|
|
2025
Q1 | $370K | Buy |
1,567
+34
| +2% | +$8.03K | 0.07% | 62 |
|
|
2024
Q4 | $350K | Buy |
1,533
+3
| +0.2% | +$684 | 0.07% | 66 |
|
|
2024
Q3 | $377K | Buy |
1,530
+2
| +0.1% | +$493 | 0.07% | 64 |
|
|
2024
Q2 | $346K | Sell |
1,528
-173
| -10% | -$39.1K | 0.07% | 64 |
|
|
2024
Q1 | $418K | Buy |
1,701
+178
| +12% | +$43.8K | 0.1% | 53 |
|
|
2023
Q4 | $374K | Buy |
1,523
+3
| +0.2% | +$737 | 0.1% | 58 |
|
|
2023
Q3 | $310K | Sell |
1,520
-1
| -0.1% | -$204 | 0.09% | 66 |
|
|
2023
Q2 | $311K | Sell |
1,521
-10
| -0.7% | -$2.05K | 0.09% | 67 |
|
|
2023
Q1 | $308K | Buy |
1,531
+33
| +2% | +$6.64K | 0.1% | 66 |
|
|
2022
Q4 | $310K | Buy |
+1,498
| New | +$310K | 0.11% | 61 |
|