JNBA Financial Advisors’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 | $61.9K | Hold |
269
| – | – | 0.01% | 274 |
|
|
2025
Q1 | $63.6K | Sell |
269
-38
| -12% | -$8.98K | 0.01% | 258 |
|
|
2024
Q4 | $70K | Hold |
307
| – | – | 0.01% | 252 |
|
|
2024
Q3 | $75.7K | Sell |
307
-91
| -23% | -$22.4K | 0.01% | 251 |
|
|
2024
Q2 | $90.1K | Sell |
398
-208
| -34% | -$47.1K | 0.01% | 236 |
|
|
2024
Q1 | $149K | Sell |
606
-144
| -19% | -$35.4K | 0.02% | 203 |
|
|
2023
Q4 | $184K | Sell |
750
-85
| -10% | -$20.9K | 0.02% | 192 |
|
|
2023
Q3 | $170K | Buy |
835
+57
| +7% | +$11.6K | 0.02% | 198 |
|
|
2023
Q2 | $159K | Sell |
778
-22
| -3% | -$4.5K | 0.02% | 202 |
|
|
2023
Q1 | $161K | Sell |
800
-97
| -11% | -$19.5K | 0.02% | 202 |
|
|
2022
Q4 | $186K | Sell |
897
-37
| -4% | -$7.66K | 0.03% | 189 |
|
|
2022
Q3 | $182K | Sell |
934
-54
| -5% | -$10.5K | 0.03% | 185 |
|
|
2022
Q2 | $211K | Buy |
988
+36
| +4% | +$7.69K | 0.03% | 179 |
|
|
2022
Q1 | $260K | Sell |
952
-95
| -9% | -$25.9K | 0.03% | 170 |
|
|
2021
Q4 | $264K | Buy |
1,047
+8
| +0.8% | +$2.02K | 0.03% | 173 |
|
|
2021
Q3 | $204K | Sell |
1,039
-18
| -2% | -$3.53K | 0.03% | 191 |
|
|
2021
Q2 | $232K | Sell |
1,057
-25
| -2% | -$5.49K | 0.03% | 183 |
|
|
2021
Q1 | $238K | Buy |
1,082
+46
| +4% | +$10.1K | 0.03% | 178 |
|
|
2020
Q4 | $216K | Buy |
1,036
+384
| +59% | +$80.1K | 0.04% | 169 |
|
|
2020
Q3 | $128K | Buy |
652
+7
| +1% | +$1.37K | 0.03% | 180 |
|
|
2020
Q2 | $109K | Hold |
645
| – | – | 0.02% | 180 |
|
|
2020
Q1 | $91K | Sell |
645
-41
| -6% | -$5.78K | 0.02% | 179 |
|
|
2019
Q4 | $124K | Buy |
686
+41
| +6% | +$7.41K | 0.02% | 174 |
|
|
2019
Q3 | $104K | Sell |
645
-175
| -21% | -$28.2K | 0.02% | 173 |
|
|
2019
Q2 | $139K | Buy |
820
+200
| +32% | +$33.9K | 0.03% | 165 |
|
|
2019
Q1 | $104K | Sell |
620
-24
| -4% | -$4.03K | 0.02% | 176 |
|
|
2018
Q4 | $89K | Buy |
+644
| New | +$89K | 0.02% | 167 |
|
|
2018
Q3 | – | Sell |
-654
| Closed | -$93K | – | 707 |
|
|
2018
Q2 | $93K | Hold |
654
| – | – | 0.02% | 179 |
|
|
2018
Q1 | $88K | Sell |
654
-23
| -3% | -$3.1K | 0.02% | 179 |
|
|
2017
Q4 | $91K | Sell |
677
-60
| -8% | -$8.07K | 0.02% | 182 |
|
|
2017
Q3 | $85K | Sell |
737
-28
| -4% | -$3.23K | 0.02% | 176 |
|
|
2017
Q2 | $83K | Hold |
765
| – | – | 0.02% | 168 |
|
|
2017
Q1 | $81K | Sell |
765
-160
| -17% | -$16.9K | 0.02% | 170 |
|
|
2016
Q4 | $96K | Sell |
925
-2,471
| -73% | -$256K | 0.02% | 166 |
|
|
2016
Q3 | $331K | Buy |
3,396
+2,565
| +309% | +$250K | 0.05% | 149 |
|
|
2016
Q2 | $73K | Hold |
831
| – | – | 0.02% | 177 |
|
|
2016
Q1 | $66K | Hold |
831
| – | – | 0.02% | 173 |
|
|
2015
Q4 | $65K | Hold |
831
| – | – | 0.02% | 173 |
|
|
2015
Q3 | $73K | Sell |
831
-30
| -3% | -$2.64K | 0.03% | 158 |
|
|
2015
Q2 | $82K | Sell |
861
-40
| -4% | -$3.81K | 0.03% | 149 |
|
|
2015
Q1 | $98K | Sell |
901
-560
| -38% | -$60.9K | 0.04% | 134 |
|
|
2014
Q4 | $174K | Sell |
1,461
-76
| -5% | -$9.05K | 0.07% | 106 |
|
|
2014
Q3 | $167K | Buy |
1,537
+276
| +22% | +$30K | 0.08% | 104 |
|
|
2014
Q2 | $126K | Sell |
1,261
-1
| -0.1% | -$100 | 0.06% | 108 |
|
|
2014
Q1 | $118K | Hold |
1,262
| – | – | 0.06% | 107 |
|
|
2013
Q4 | $106K | Hold |
1,262
| – | – | 0.06% | 115 |
|
|
2013
Q3 | $98K | Buy |
1,262
+460
| +57% | +$35.7K | 0.06% | 118 |
|
|
2013
Q2 | $62K | Buy |
+802
| New | +$62K | 0.04% | 142 |
|