Kestra Advisory Services’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
$1.75M Buy
21,979
+2,866
+15% +$228K 0.01% 1145
2025
Q1
$1.32M Sell
19,113
-1,579
-8% -$109K 0.01% 1216
2024
Q4
$2.01M Sell
20,692
-4,473
-18% -$434K 0.01% 995
2024
Q3
$1.44M Sell
25,165
-5,455
-18% -$311K 0.01% 1130
2024
Q2
$1.4M Buy
30,620
+1,202
+4% +$54.9K 0.01% 1137
2024
Q1
$1.41M Buy
29,418
+253
+0.9% +$12.1K 0.01% 1038
2023
Q4
$1.2M Sell
29,165
-677
-2% -$27.9K 0.01% 1032
2023
Q3
$1.26M Buy
29,842
+866
+3% +$36.6K 0.01% 888
2023
Q2
$1.59M Sell
28,976
-4,914
-14% -$270K 0.02% 772
2023
Q1
$1.5M Sell
33,890
-5,440
-14% -$241K 0.02% 755
2022
Q4
$1.48M Buy
39,330
+1,066
+3% +$40.2K 0.01% 875
2022
Q3
$1.25M Sell
38,264
-13
-0% -$423 0.01% 868
2022
Q2
$1.36M Buy
38,277
+11,199
+41% +$397K 0.01% 828
2022
Q1
$1.26M Sell
27,078
-340
-1% -$15.8K 0.01% 857
2021
Q4
$1.2M Buy
27,418
+4,121
+18% +$180K 0.01% 898
2021
Q3
$1.11M Sell
23,297
-1,598
-6% -$76K 0.01% 963
2021
Q2
$1.3M Buy
24,895
+1,085
+5% +$56.7K 0.01% 818
2021
Q1
$1.37M Buy
23,810
+2,202
+10% +$127K 0.02% 743
2020
Q4
$965K Buy
21,608
+5,972
+38% +$267K 0.01% 884
2020
Q3
$547K Buy
+15,636
New +$547K 0.01% 845