Howard Financial Services’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 | $209K | Buy |
909
+17
| +2% | +$3.91K | 0.03% | 170 |
|
|
2025
Q1 | $211K | Buy |
+892
| New | +$211K | 0.03% | 170 |
|
|
2024
Q1 | – | Sell |
-819
| Closed | -$201K | – | 165 |
|
|
2023
Q4 | $201K | Buy |
+819
| New | +$201K | 0.04% | 142 |
|
|
2021
Q3 | – | Sell |
-1,272
| Closed | -$280K | – | 135 |
|
|
2021
Q2 | $280K | Buy |
1,272
+150
| +13% | +$33K | 0.11% | 93 |
|
|
2021
Q1 | $247K | Buy |
+1,122
| New | +$247K | 0.11% | 102 |
|
|
2020
Q1 | – | Sell |
-3,965
| Closed | -$717K | – | 129 |
|
|
2019
Q4 | $717K | Buy |
3,965
+7
| +0.2% | +$1.27K | 0.44% | 40 |
|
|
2019
Q3 | $641K | Buy |
3,958
+3
| +0.1% | +$486 | 0.42% | 42 |
|
|
2019
Q2 | $669K | Buy |
3,955
+1
| +0% | +$169 | 0.46% | 42 |
|
|
2019
Q1 | $661K | Hold |
3,954
| – | – | 0.47% | 40 |
|
|
2018
Q4 | $547K | Buy |
+3,954
| New | +$547K | 0.42% | 45 |
|