Financial Advocates Investment Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
11,187
-2,913
| -21% | -$670K | 0.21% | 106 |
|
|
2025
Q1 | $3.33M | Sell |
14,100
-268
| -2% | -$63.3K | 0.23% | 98 |
|
|
2024
Q4 | $3.28M | Sell |
14,368
-85
| -0.6% | -$19.4K | 0.19% | 121 |
|
|
2024
Q3 | $3.56M | Buy |
14,453
+110
| +0.8% | +$27.1K | 0.2% | 111 |
|
|
2024
Q2 | $3.25M | Sell |
14,343
-861
| -6% | -$195K | 0.2% | 112 |
|
|
2024
Q1 | $3.74M | Buy |
15,204
+481
| +3% | +$118K | 0.22% | 105 |
|
|
2023
Q4 | $3.62M | Sell |
14,723
-334
| -2% | -$82K | 0.24% | 104 |
|
|
2023
Q3 | $3.07M | Buy |
15,057
+1,307
| +10% | +$266K | 0.22% | 111 |
|
|
2023
Q2 | $2.81M | Sell |
13,750
-147
| -1% | -$30.1K | 0.2% | 121 |
|
|
2023
Q1 | $2.8M | Buy |
13,897
+2,028
| +17% | +$408K | 0.2% | 115 |
|
|
2022
Q4 | $2.46M | Buy |
+11,869
| New | +$2.46M | 0.18% | 139 |
|
|
2022
Q3 | – | Sell |
-9,628
| Closed | -$2.05M | – | 828 |
|
|
2022
Q2 | $2.05M | Buy |
9,628
+1,366
| +17% | +$291K | 0.17% | 146 |
|
|
2022
Q1 | $2.26M | Sell |
8,262
-793
| -9% | -$217K | 0.15% | 167 |
|
|
2021
Q4 | $2.28M | Sell |
9,055
-43
| -0.5% | -$10.8K | 0.14% | 161 |
|
|
2021
Q3 | $1.78M | Buy |
9,098
+361
| +4% | +$70.8K | 0.12% | 204 |
|
|
2021
Q2 | $1.92M | Sell |
8,737
-1,150
| -12% | -$253K | 0.13% | 187 |
|
|
2021
Q1 | $2.18M | Sell |
9,887
-52
| -0.5% | -$11.5K | 0.15% | 154 |
|
|
2020
Q4 | $2.07M | Buy |
9,939
+1,282
| +15% | +$267K | 0.14% | 162 |
|
|
2020
Q3 | $1.7M | Sell |
8,657
-306
| -3% | -$60.2K | 0.15% | 145 |
|
|
2020
Q2 | $1.52M | Buy |
8,963
+563
| +7% | +$95.2K | 0.14% | 168 |
|
|
2020
Q1 | $1.19M | Sell |
8,400
-162
| -2% | -$22.9K | 0.17% | 158 |
|
|
2019
Q4 | $1.55M | Buy |
8,562
+573
| +7% | +$104K | 0.16% | 146 |
|
|
2019
Q3 | $1.29M | Sell |
7,989
-8
| -0.1% | -$1.3K | 0.15% | 156 |
|
|
2019
Q2 | $1.35M | Buy |
7,997
+193
| +2% | +$32.7K | 0.16% | 151 |
|
|
2019
Q1 | $1.31M | Buy |
7,804
+64
| +0.8% | +$10.7K | 0.16% | 147 |
|
|
2018
Q4 | $1.07M | Sell |
7,740
-488
| -6% | -$67.5K | 0.15% | 158 |
|
|
2018
Q3 | $1.34M | Buy |
8,228
+258
| +3% | +$42K | 0.15% | 152 |
|
|
2018
Q2 | $1.14M | Sell |
7,970
-1,688
| -17% | -$241K | 0.14% | 157 |
|
|
2018
Q1 | $1.3M | Buy |
9,658
+3,323
| +52% | +$447K | 0.17% | 130 |
|
|
2017
Q4 | $850K | Buy |
+6,335
| New | +$850K | 0.12% | 183 |
|