D.A. Davidson & Co’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 | $227K | Sell |
2,855
-245
| -8% | -$19.5K | ﹤0.01% | 1310 |
|
|
2025
Q1 | $214K | Sell |
3,100
-554
| -15% | -$38.3K | ﹤0.01% | 1301 |
|
|
2024
Q4 | $355K | Buy |
+3,654
| New | +$355K | ﹤0.01% | 1152 |
|
|
2023
Q3 | – | Sell |
-3,999
| Closed | -$219K | – | 1364 |
|
|
2023
Q2 | $219K | Buy |
+3,999
| New | +$219K | ﹤0.01% | 1213 |
|
|
2017
Q3 | – | Sell |
-903
| Closed | -$67K | – | 1935 |
|
|
2017
Q2 | $67K | Buy |
903
+350
| +63% | +$26K | ﹤0.01% | 1421 |
|
|
2017
Q1 | $39K | Buy |
553
+393
| +246% | +$27.7K | ﹤0.01% | 1613 |
|
|
2016
Q4 | $11K | Hold |
160
| – | – | ﹤0.01% | 2096 |
|
|
2016
Q3 | $8K | Hold |
160
| – | – | ﹤0.01% | 2106 |
|
|
2016
Q2 | $6K | Hold |
160
| – | – | ﹤0.01% | 2087 |
|
|
2016
Q1 | $9K | Hold |
160
| – | – | ﹤0.01% | 1933 |
|
|
2015
Q4 | $9K | Hold |
160
| – | – | ﹤0.01% | 1923 |
|
|
2015
Q3 | $8K | Buy |
160
+55
| +52% | +$2.75K | ﹤0.01% | 1918 |
|
|
2015
Q2 | $5K | Hold |
105
| – | – | ﹤0.01% | 2015 |
|
|
2015
Q1 | $7K | Hold |
105
| – | – | ﹤0.01% | 1870 |
|
|
2014
Q4 | $7K | Hold |
105
| – | – | ﹤0.01% | 1885 |
|
|
2014
Q3 | $4K | Hold |
105
| – | – | ﹤0.01% | 1969 |
|
|
2014
Q2 | $4K | Hold |
105
| – | – | ﹤0.01% | 1972 |
|
|
2014
Q1 | $4K | Hold |
105
| – | – | ﹤0.01% | 1968 |
|
|
2013
Q4 | $3K | Hold |
105
| – | – | ﹤0.01% | 1939 |
|
|
2013
Q3 | $3K | Hold |
105
| – | – | ﹤0.01% | 1636 |
|
|
2013
Q2 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 1599 |
|