Concourse Financial Group Securities’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,307
| Closed | -$681K | – | 7839 |
|
|
2024
Q4 | $681K | Buy |
6,307
+4,902
| +349% | +$529K | 0.04% | 408 |
|
|
2024
Q3 | $80.2K | Sell |
1,405
-55
| -4% | -$3.14K | ﹤0.01% | 1013 |
|
|
2024
Q2 | $71K | Sell |
1,460
-3,996
| -73% | -$194K | ﹤0.01% | 1046 |
|
|
2024
Q1 | $261K | Buy |
5,456
+344
| +7% | +$16.5K | 0.02% | 596 |
|
|
2023
Q4 | $211K | Buy |
5,112
+2,325
| +83% | +$95.9K | 0.02% | 636 |
|
|
2023
Q3 | $118K | Buy |
2,787
+422
| +18% | +$17.9K | 0.01% | 802 |
|
|
2023
Q2 | $130K | Sell |
2,365
-530
| -18% | -$29.1K | 0.01% | 782 |
|
|
2023
Q1 | $128K | Sell |
2,895
-653
| -18% | -$28.9K | 0.01% | 799 |
|
|
2022
Q4 | $134K | Buy |
3,548
+135
| +4% | +$5.09K | 0.01% | 743 |
|
|
2022
Q3 | $111K | Sell |
3,413
-210
| -6% | -$6.83K | 0.01% | 696 |
|
|
2022
Q2 | $128K | Sell |
3,623
-322
| -8% | -$11.4K | 0.01% | 723 |
|
|
2022
Q1 | $183K | Buy |
3,945
+649
| +20% | +$30.1K | 0.01% | 656 |
|
|
2021
Q4 | $144K | Sell |
3,296
-1,491
| -31% | -$65.1K | 0.01% | 846 |
|
|
2021
Q3 | $228K | Hold |
4,787
| – | – | 0.01% | 678 |
|
|
2021
Q2 | $250K | Buy |
4,787
+669
| +16% | +$34.9K | 0.02% | 647 |
|
|
2021
Q1 | $237K | Buy |
4,118
+1,548
| +60% | +$89.1K | 0.02% | 625 |
|
|
2020
Q4 | $111K | Buy |
2,570
+88
| +4% | +$3.8K | 0.01% | 841 |
|
|
2020
Q3 | $86K | Sell |
2,482
-9
| -0.4% | -$312 | 0.01% | 838 |
|
|
2020
Q2 | $86K | Buy |
2,491
+683
| +38% | +$23.6K | 0.01% | 771 |
|
|
2020
Q1 | $57K | Buy |
1,808
+395
| +28% | +$12.5K | 0.01% | 850 |
|
|
2019
Q4 | $124K | Sell |
1,413
-107
| -7% | -$9.39K | 0.01% | 635 |
|
|
2019
Q3 | $134K | Buy |
1,520
+75
| +5% | +$6.61K | 0.03% | 370 |
|
|
2019
Q2 | $127K | Hold |
1,445
| – | – | 0.01% | 606 |
|
|
2019
Q1 | $115K | Sell |
1,445
-435
| -23% | -$34.6K | 0.01% | 645 |
|
|
2018
Q4 | $157K | Buy |
1,880
+290
| +18% | +$24.2K | 0.02% | 499 |
|
|
2018
Q3 | $142K | Buy |
+1,590
| New | +$142K | 0.04% | 352 |
|