IFG Advisory’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
$424K Sell
1,842
-52
-3% -$12K 0.02% 501
2025
Q1
$447K Sell
1,894
-266
-12% -$62.8K 0.02% 456
2024
Q4
$493K Buy
+2,160
New +$493K 0.03% 422
2024
Q3
Sell
-2,159
Closed -$489K 605
2024
Q2
$489K Buy
+2,159
New +$489K 0.03% 403
2024
Q1
Sell
-1,752
Closed -$431K 568
2023
Q4
$431K Sell
1,752
-28
-2% -$6.88K 0.03% 390
2023
Q3
$363K Buy
+1,780
New +$363K 0.03% 399
2023
Q2
Sell
-1,799
Closed -$362K 489
2023
Q1
$362K Sell
1,799
-174
-9% -$35K 0.03% 375
2022
Q4
$408K Sell
1,973
-2,942
-60% -$608K 0.04% 350
2022
Q3
$957K Buy
4,915
+3,278
+200% +$638K 0.09% 218
2022
Q2
$348K Sell
1,637
-99
-6% -$21K 0.04% 349
2022
Q1
$474K Sell
1,736
-52
-3% -$14.2K 0.05% 314
2021
Q4
$450K Buy
1,788
+68
+4% +$17.1K 0.04% 322
2021
Q3
$337K Sell
1,720
-500
-23% -$98K 0.04% 374
2021
Q2
$488K Sell
2,220
-298
-12% -$65.5K 0.05% 290
2021
Q1
$555K Sell
2,518
-183
-7% -$40.3K 0.07% 277
2020
Q4
$562K Sell
2,701
-862
-24% -$179K 0.08% 250
2020
Q3
$701K Buy
3,563
+45
+1% +$8.85K 0.11% 194
2020
Q2
$594K Sell
3,518
-32
-0.9% -$5.4K 0.11% 204
2020
Q1
$500K Sell
3,550
-1,031
-23% -$145K 0.11% 192
2019
Q4
$828K Sell
4,581
-797
-15% -$144K 0.15% 160
2019
Q3
$871K Sell
5,378
-542
-9% -$87.8K 0.17% 150
2019
Q2
$1M Sell
5,920
-159
-3% -$26.9K 0.18% 118
2019
Q1
$1.02M Sell
6,079
-424
-7% -$70.9K 0.19% 111
2018
Q4
$898K Sell
6,503
-495
-7% -$68.4K 0.21% 108
2018
Q3
$1.14M Sell
6,998
-205
-3% -$33.4K 0.21% 107
2018
Q2
$1.02M Buy
7,203
+163
+2% +$23.1K 0.21% 112
2018
Q1
$946K Buy
7,040
+143
+2% +$19.2K 0.21% 113
2017
Q4
$924K Buy
+6,897
New +$924K 0.21% 115