EFG
Ethos Financial Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
1,333
+13
| +1% | +$2.99K | 0.03% | 336 |
|
|
2025
Q1 | $304K | Buy |
1,320
+300
| +29% | +$69K | 0.03% | 318 |
|
|
2024
Q4 | $233K | Buy |
1,020
+57
| +6% | +$13K | 0.03% | 260 |
|
|
2024
Q3 | $240K | Sell |
963
-80
| -8% | -$19.9K | 0.04% | 239 |
|
|
2024
Q2 | $247K | Sell |
1,043
-701
| -40% | -$166K | 0.04% | 230 |
|
|
2024
Q1 | $429K | Sell |
1,744
-540
| -24% | -$133K | 0.08% | 161 |
|
|
2023
Q4 | $561K | Sell |
2,284
-520
| -19% | -$128K | 0.12% | 131 |
|
|
2023
Q3 | $571K | Sell |
2,804
-45
| -2% | -$9.16K | 0.15% | 86 |
|
|
2023
Q2 | $573K | Hold |
2,849
| – | – | 0.19% | 65 |
|
|
2023
Q1 | $573K | Buy |
2,849
+102
| +4% | +$20.5K | 0.18% | 74 |
|
|
2022
Q4 | $569K | Buy |
+2,747
| New | +$569K | 0.19% | 70 |
|