Key Financial Inc’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 | $410K | Hold |
1,783
| – | – | 0.08% | 188 |
|
|
2025
Q1 | $421K | Sell |
1,783
-64
| -3% | -$15.1K | 0.09% | 177 |
|
|
2024
Q4 | $421K | Buy |
1,847
+64
| +4% | +$14.6K | 0.1% | 163 |
|
|
2024
Q3 | $439K | Buy |
1,783
+14
| +0.8% | +$3.45K | 0.1% | 167 |
|
|
2024
Q2 | $400K | Buy |
1,769
+13
| +0.7% | +$2.94K | 0.1% | 162 |
|
|
2024
Q1 | $432K | Sell |
1,756
-128
| -7% | -$31.5K | 0.11% | 151 |
|
|
2023
Q4 | $463K | Hold |
1,884
| – | – | 0.13% | 133 |
|
|
2023
Q3 | $384K | Buy |
1,884
+8
| +0.4% | +$1.63K | 0.13% | 135 |
|
|
2023
Q2 | $384K | Hold |
1,876
| – | – | 0.13% | 138 |
|
|
2023
Q1 | $378K | Hold |
1,876
| – | – | 0.14% | 130 |
|
|
2022
Q4 | $365K | Hold |
1,876
| – | – | 0.17% | 111 |
|
|
2022
Q3 | $365K | Hold |
1,876
| – | – | 0.17% | 113 |
|
|
2022
Q2 | $404K | Buy |
1,876
+48
| +3% | +$10.3K | 0.22% | 91 |
|
|
2022
Q1 | $499K | Buy |
1,828
+236
| +15% | +$64.4K | 0.25% | 76 |
|
|
2021
Q4 | $401K | Hold |
1,592
| – | – | 0.2% | 97 |
|
|
2021
Q3 | $312K | Hold |
1,592
| – | – | 0.18% | 109 |
|
|
2021
Q2 | $348K | Hold |
1,592
| – | – | 0.19% | 101 |
|
|
2021
Q1 | $351K | Buy |
1,592
+405
| +34% | +$89.3K | 0.23% | 89 |
|
|
2020
Q4 | $247K | Sell |
1,187
-541
| -31% | -$113K | 0.18% | 103 |
|
|
2020
Q3 | $340K | Hold |
1,728
| – | – | 0.35% | 72 |
|
|
2020
Q2 | $286K | Sell |
1,728
-230
| -12% | -$38.1K | 0.33% | 77 |
|
|
2020
Q1 | $275K | Sell |
1,958
-12
| -0.6% | -$1.69K | 0.28% | 72 |
|
|
2019
Q4 | $356K | Buy |
+1,970
| New | +$356K | 0.33% | 69 |
|