First Dallas Securities’s Uber UBER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.33M | Sell |
78,527
-7,870
| -9% | -$734K | 2.9% | 6 |
|
2025
Q1 | $6.3M | Buy |
86,397
+6,697
| +8% | +$488K | 2.63% | 7 |
|
2024
Q4 | $4.81M | Hold |
79,700
| – | – | 1.96% | 8 |
|
2024
Q3 | $5.99M | Sell |
79,700
-1,150
| -1% | -$86.4K | 2.5% | 6 |
|
2024
Q2 | $5.87M | Sell |
80,850
-5,800
| -7% | -$421K | 2.58% | 6 |
|
2024
Q1 | $6.67M | Sell |
86,650
-8,500
| -9% | -$654K | 3.07% | 7 |
|
2023
Q4 | $5.86M | Sell |
95,150
-195,615
| -67% | -$12M | 3.02% | 7 |
|
2023
Q3 | $13.4M | Buy |
290,765
+189,015
| +186% | +$8.69M | 3.06% | 5 |
|
2023
Q2 | $4.39M | Buy |
101,750
+31,900
| +46% | +$1.38M | 2.45% | 7 |
|
2023
Q1 | $2.21M | Buy |
69,850
+22,250
| +47% | +$705K | 1.31% | 25 |
|
2022
Q4 | $1.18M | Sell |
47,600
-2,575
| -5% | -$63.7K | 0.71% | 37 |
|
2022
Q3 | $1.33M | Buy |
50,175
+8,750
| +21% | +$232K | 0.91% | 26 |
|
2022
Q2 | $848K | Buy |
41,425
+16,725
| +68% | +$342K | 0.57% | 48 |
|
2022
Q1 | $881K | Buy |
24,700
+16,750
| +211% | +$597K | 0.5% | 55 |
|
2021
Q4 | $333K | Buy |
7,950
+2,850
| +56% | +$119K | 0.22% | 94 |
|
2021
Q3 | $228K | Buy |
5,100
+650
| +15% | +$29.1K | 0.16% | 113 |
|
2021
Q2 | $223K | Buy |
+4,450
| New | +$223K | 0.15% | 112 |
|