First Dallas 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
Q2 | $207K | Buy |
+2,600
| New | +$207K | 0.08% | 118 |
|
|
2024
Q4 | – | Sell |
-5,110
| Closed | -$292K | – | 121 |
|
|
2024
Q3 | $292K | Hold |
5,110
| – | – | 0.12% | 109 |
|
|
2024
Q2 | $249K | Sell |
5,110
-800
| -14% | -$38.9K | 0.11% | 108 |
|
|
2024
Q1 | $283K | Sell |
5,910
-120
| -2% | -$5.75K | 0.13% | 108 |
|
|
2023
Q4 | $249K | Buy |
+6,030
| New | +$249K | 0.13% | 112 |
|
|
2023
Q3 | – | Sell |
-5,530
| Closed | -$303K | – | 180 |
|
|
2023
Q2 | $303K | Buy |
+5,530
| New | +$303K | 0.17% | 102 |
|
|
2019
Q3 | – | Sell |
-3,400
| Closed | -$298K | – | 91 |
|
|
2019
Q2 | $298K | Sell |
3,400
-100
| -3% | -$8.77K | 0.26% | 68 |
|
|
2019
Q1 | $279K | Sell |
3,500
-1,225
| -26% | -$97.7K | 0.2% | 77 |
|
|
2018
Q4 | $396K | Sell |
4,725
-1,650
| -26% | -$138K | 0.33% | 61 |
|
|
2018
Q3 | $568K | Sell |
6,375
-2,300
| -27% | -$205K | 0.35% | 60 |
|
|
2018
Q2 | $605K | Sell |
8,675
-190
| -2% | -$13.3K | 0.39% | 58 |
|
|
2018
Q1 | $584K | Sell |
8,865
-1,810
| -17% | -$119K | 0.38% | 59 |
|
|
2017
Q4 | $719K | Buy |
10,675
+2,400
| +29% | +$162K | 0.46% | 53 |
|
|
2017
Q3 | $504K | Buy |
+8,275
| New | +$504K | 0.35% | 66 |
|
|
2016
Q2 | – | Sell |
-4,725
| Closed | -$283K | – | 113 |
|
|
2016
Q1 | $283K | Sell |
4,725
-3,250
| -41% | -$195K | 0.23% | 80 |
|
|
2015
Q4 | $457K | Sell |
7,975
-7,025
| -47% | -$403K | 0.37% | 59 |
|
|
2015
Q3 | $796K | Sell |
15,000
-2,350
| -14% | -$125K | 0.65% | 38 |
|
|
2015
Q2 | $920K | Buy |
17,350
+1,100
| +7% | +$58.3K | 0.66% | 37 |
|
|
2015
Q1 | $1.09M | Sell |
16,250
-700
| -4% | -$47.1K | 0.76% | 33 |
|
|
2014
Q4 | $1.13M | Sell |
16,950
-9,275
| -35% | -$620K | 0.74% | 34 |
|
|
2014
Q3 | $1.23M | Buy |
26,225
+5,500
| +27% | +$257K | 0.73% | 37 |
|
|
2014
Q2 | $851K | Buy |
+20,725
| New | +$851K | 0.51% | 45 |
|
|
2014
Q1 | – | Sell |
-69,975
| Closed | -$2.65M | – | 100 |
|
|
2013
Q4 | $2.65M | Buy |
69,975
+1,900
| +3% | +$71.9K | 1.77% | 21 |
|
|
2013
Q3 | $2.09M | Buy |
68,075
+2,400
| +4% | +$73.7K | 1.6% | 22 |
|
|
2013
Q2 | $2.06M | Buy |
+65,675
| New | +$2.06M | 1.58% | 24 |
|