Independent Financial Group’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.15M Sell
2025
Q4
$1.45M Sell
2025
Q3
$2.54M Buy
2025
Q2
$1.14M Sell
2025
Q1
$1.14M Buy
2024
Q4
$965K Buy
2024
Q3
$885K Sell
2024
Q2
$1.42M Buy
2024
Q1
$808K Buy
2023
Q4
$462K Buy
2023
Q3
$319K Buy
2023
Q2
$315K Buy
2023
Q1
$204K Buy