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 |
|