CFG
Cooper Financial Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
936
-1,985
| -68% | -$457K | 0.03% | 351 |
|
|
2025
Q1 | $690K | Buy |
2,921
+338
| +13% | +$79.8K | 0.09% | 195 |
|
|
2024
Q4 | $589K | Buy |
2,583
+374
| +17% | +$85.3K | 0.07% | 215 |
|
|
2024
Q3 | $545K | Sell |
2,209
-17
| -0.8% | -$4.19K | 0.07% | 233 |
|
|
2024
Q2 | $504K | Sell |
2,226
-47
| -2% | -$10.6K | 0.07% | 218 |
|
|
2024
Q1 | $559K | Buy |
2,273
+555
| +32% | +$137K | 0.09% | 200 |
|
|
2023
Q4 | $422K | Buy |
+1,718
| New | +$422K | 0.08% | 232 |
|
|
2023
Q1 | – | Sell |
-1,695
| Closed | -$351K | – | 324 |
|
|
2022
Q4 | $351K | Buy |
1,695
+198
| +13% | +$41K | 0.11% | 188 |
|
|
2022
Q3 | $292K | Buy |
1,497
+152
| +11% | +$29.6K | 0.11% | 188 |
|
|
2022
Q2 | $287K | Sell |
1,345
-7
| -0.5% | -$1.49K | 0.1% | 188 |
|
|
2022
Q1 | $369K | Buy |
+1,352
| New | +$369K | 0.14% | 140 |
|