IFP Advisors’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 | $203K | Sell |
2,547
-1,566
| -38% | -$125K | 0.01% | 1264 |
|
|
2025
Q1 | $284K | Sell |
4,113
-231
| -5% | -$16K | 0.01% | 1007 |
|
|
2024
Q4 | $422K | Sell |
4,344
-825
| -16% | -$80.1K | 0.01% | 801 |
|
|
2024
Q3 | $295K | Buy |
5,169
+103
| +2% | +$5.88K | 0.01% | 907 |
|
|
2024
Q2 | $247K | Sell |
5,066
-12
| -0.2% | -$584 | 0.01% | 939 |
|
|
2024
Q1 | $243K | Buy |
5,078
+982
| +24% | +$47K | 0.01% | 903 |
|
|
2023
Q4 | $169K | Sell |
4,096
-161
| -4% | -$6.64K | 0.01% | 1024 |
|
|
2023
Q3 | $180K | Sell |
4,257
-152
| -3% | -$6.43K | 0.01% | 1014 |
|
|
2023
Q2 | $242K | Sell |
4,409
-1,683
| -28% | -$92.3K | 0.01% | 929 |
|
|
2023
Q1 | $423K | Sell |
6,092
-2,659
| -30% | -$185K | 0.02% | 652 |
|
|
2022
Q4 | $608K | Sell |
8,751
-1,078
| -11% | -$74.9K | 0.02% | 809 |
|
|
2022
Q3 | $683K | Buy |
9,829
+1,375
| +16% | +$95.5K | 0.02% | 785 |
|
|
2022
Q2 | $590K | Hold |
8,454
| – | – | 0.02% | 772 |
|
|
2022
Q1 | $590K | Sell |
8,454
-1,003
| -11% | -$70K | 0.02% | 772 |
|
|
2021
Q4 | $416K | Sell |
9,457
-546
| -5% | -$24K | 0.01% | 651 |
|
|
2021
Q3 | $481K | Buy |
10,003
+2,974
| +42% | +$143K | 0.01% | 580 |
|
|
2021
Q2 | $368K | Buy |
7,029
+264
| +4% | +$13.8K | 0.01% | 649 |
|
|
2021
Q1 | $394K | Sell |
6,765
-582
| -8% | -$33.9K | 0.01% | 596 |
|
|
2020
Q4 | $311K | Buy |
7,347
+2,648
| +56% | +$112K | 0.01% | 650 |
|
|
2020
Q3 | $160K | Buy |
4,699
+2,124
| +82% | +$72.3K | 0.01% | 788 |
|
|
2020
Q2 | $91K | Buy |
2,575
+1,377
| +115% | +$48.7K | 0.01% | 958 |
|
|
2020
Q1 | $44K | Buy |
1,198
+446
| +59% | +$16.4K | ﹤0.01% | 1181 |
|
|
2019
Q4 | $67K | Sell |
752
-372
| -33% | -$33.1K | 0.01% | 1129 |
|
|
2019
Q3 | $99K | Buy |
+1,124
| New | +$99K | 0.01% | 1066 |
|
|
2019
Q1 | $32K | Sell |
400
-853
| -68% | -$68.2K | ﹤0.01% | 1155 |
|
|
2018
Q4 | $104K | Sell |
1,253
-98
| -7% | -$8.13K | 0.01% | 1165 |
|
|
2018
Q3 | $120K | Sell |
1,351
-127
| -9% | -$11.3K | ﹤0.01% | 1358 |
|
|
2018
Q2 | $103K | Sell |
1,478
-736
| -33% | -$51.3K | ﹤0.01% | 1454 |
|
|
2018
Q1 | $149K | Hold |
2,214
| – | – | 0.01% | 1137 |
|
|
2017
Q4 | $149K | Sell |
2,214
-471
| -18% | -$31.7K | 0.01% | 1134 |
|
|
2017
Q3 | $163K | Sell |
2,685
-394
| -13% | -$23.9K | 0.01% | 1266 |
|
|
2017
Q2 | $232K | Buy |
3,079
+392
| +15% | +$29.5K | 0.01% | 1035 |
|
|
2017
Q1 | $190K | Buy |
2,687
+363
| +16% | +$25.7K | 0.01% | 1139 |
|
|
2016
Q4 | $169K | Sell |
2,324
-868
| -27% | -$63.1K | 0.01% | 1136 |
|
|
2016
Q3 | $167K | Buy |
3,192
+641
| +25% | +$33.5K | 0.01% | 1088 |
|
|
2016
Q2 | $105K | Buy |
2,551
+2,151
| +538% | +$88.5K | 0.01% | 1310 |
|
|
2016
Q1 | $32K | Sell |
400
-1,628
| -80% | -$130K | ﹤0.01% | 1155 |
|
|
2015
Q4 | $116K | Buy |
+2,028
| New | +$116K | 0.01% | 1095 |
|