Kelly Financial Services’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-317
| Closed | -$71.8K | – | 728 |
|
|
2024
Q2 | $71.8K | Buy |
317
+114
| +56% | +$25.8K | 0.03% | 188 |
|
|
2024
Q1 | $49.8K | Hold |
203
| – | – | 0.02% | 218 |
|
|
2023
Q4 | $49.8K | Buy |
203
+54
| +36% | +$13.2K | 0.02% | 203 |
|
|
2023
Q3 | $30.3K | Sell |
149
-29
| -16% | -$5.9K | 0.01% | 239 |
|
|
2023
Q2 | $36.4K | Buy |
178
+88
| +98% | +$18K | 0.02% | 226 |
|
|
2023
Q1 | $18.2K | Buy |
90
+37
| +70% | +$7.47K | 0.01% | 283 |
|
|
2022
Q4 | $11K | Hold |
53
| – | – | 0.01% | 323 |
|
|
2022
Q3 | $10.3K | Hold |
53
| – | – | 0.01% | 323 |
|
|
2022
Q2 | $11.3K | Hold |
53
| – | – | 0.01% | 311 |
|
|
2022
Q1 | $14.5K | Hold |
53
| – | – | 0.01% | 301 |
|
|
2021
Q4 | $13.4K | Sell |
53
-10
| -16% | -$2.52K | 0.01% | 306 |
|
|
2021
Q3 | $12.3K | Sell |
63
-13,793
| -100% | -$2.7M | 0.01% | 306 |
|
|
2021
Q2 | $63K | Buy |
13,856
+13,793
| +21,894% | +$62.7K | ﹤0.01% | 432 |
|
|
2021
Q1 | $13.9K | Hold |
63
| – | – | 0.01% | 258 |
|
|
2020
Q4 | $13.1K | Hold |
63
| – | – | 0.01% | 237 |
|
|
2020
Q3 | $12.4K | Hold |
63
| – | – | 0.01% | 229 |
|
|
2020
Q2 | $10.7K | Hold |
63
| – | – | 0.01% | 234 |
|
|
2020
Q1 | $8.89K | Buy |
63
+12
| +24% | +$1.69K | 0.01% | 229 |
|
|
2019
Q4 | $9.22K | Hold |
51
| – | – | 0.01% | 237 |
|
|
2019
Q3 | $8.26K | Buy |
51
+11
| +28% | +$1.78K | 0.01% | 243 |
|
|
2019
Q2 | $6.76K | Hold |
40
| – | – | 0.01% | 265 |
|
|
2019
Q1 | $6.69K | Buy |
+40
| New | +$6.69K | 0.01% | 262 |
|