LFA
Legacy Financial Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
4,972
-2,673
| -35% | -$615K | 0.18% | 95 |
|
|
2025
Q1 | $1.81M | Buy |
7,645
+527
| +7% | +$124K | 0.3% | 54 |
|
|
2024
Q4 | $1.62M | Sell |
7,118
-501
| -7% | -$114K | 0.27% | 64 |
|
|
2024
Q3 | $1.88M | Buy |
7,619
+635
| +9% | +$157K | 0.32% | 53 |
|
|
2024
Q2 | $1.58M | Sell |
6,984
-242
| -3% | -$54.8K | 0.28% | 57 |
|
|
2024
Q1 | $1.78M | Buy |
7,226
+391
| +6% | +$96.2K | 0.32% | 53 |
|
|
2023
Q4 | $1.68M | Buy |
6,835
+577
| +9% | +$142K | 0.32% | 50 |
|
|
2023
Q3 | $1.27M | Buy |
6,258
+520
| +9% | +$106K | 0.26% | 53 |
|
|
2023
Q2 | $1.17M | Buy |
5,738
+3,124
| +120% | +$639K | 0.22% | 58 |
|
|
2023
Q1 | $526K | Sell |
2,614
-639
| -20% | -$129K | 0.11% | 120 |
|
|
2022
Q4 | $674K | Buy |
3,253
+372
| +13% | +$77K | 0.15% | 83 |
|
|
2022
Q3 | $561K | Buy |
2,881
+260
| +10% | +$50.6K | 0.13% | 85 |
|
|
2022
Q2 | $559K | Sell |
2,621
-499
| -16% | -$106K | 0.14% | 80 |
|
|
2022
Q1 | $852K | Buy |
3,120
+263
| +9% | +$71.8K | 0.19% | 60 |
|
|
2021
Q4 | $720K | Buy |
2,857
+414
| +17% | +$104K | 0.17% | 63 |
|
|
2021
Q3 | $479K | Sell |
2,443
-213
| -8% | -$41.8K | 0.12% | 80 |
|
|
2021
Q2 | $584K | Sell |
2,656
-328
| -11% | -$72.1K | 0.15% | 62 |
|
|
2021
Q1 | $658K | Buy |
2,984
+104
| +4% | +$22.9K | 0.18% | 51 |
|
|
2020
Q4 | $600K | Buy |
2,880
+178
| +7% | +$37.1K | 0.17% | 55 |
|
|
2020
Q3 | $532K | Buy |
+2,702
| New | +$532K | 0.16% | 55 |
|
|
2020
Q1 | – | Sell |
-1,834
| Closed | -$332K | – | 117 |
|
|
2019
Q4 | $332K | Sell |
1,834
-213
| -10% | -$38.6K | 0.11% | 89 |
|
|
2019
Q3 | $332K | Sell |
2,047
-5
| -0.2% | -$811 | 0.11% | 85 |
|
|
2019
Q2 | $347K | Buy |
2,052
+23
| +1% | +$3.89K | 0.12% | 82 |
|
|
2019
Q1 | $339K | Buy |
2,029
+246
| +14% | +$41.1K | 0.11% | 77 |
|
|
2018
Q4 | $246K | Sell |
1,783
-156
| -8% | -$21.5K | 0.1% | 90 |
|
|
2018
Q3 | $315K | Sell |
1,939
-75
| -4% | -$12.2K | 0.11% | 74 |
|
|
2018
Q2 | $282K | Buy |
2,014
+29
| +1% | +$4.06K | 0.11% | 83 |
|
|
2018
Q1 | $258K | Sell |
1,985
-3
| -0.2% | -$390 | 0.1% | 91 |
|
|
2017
Q4 | $266K | Buy |
+1,988
| New | +$266K | 0.11% | 86 |
|