LFA
Legacy Financial Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
5,339
-5,491
| -51% | -$554K | 0.08% | 191 |
|
|
2025
Q1 | $1.19M | Sell |
10,830
-216
| -2% | -$23.8K | 0.2% | 92 |
|
|
2024
Q4 | $1.39M | Buy |
11,046
+2,183
| +25% | +$275K | 0.23% | 73 |
|
|
2024
Q3 | $1.21M | Buy |
8,863
+220
| +3% | +$30K | 0.2% | 81 |
|
|
2024
Q2 | $1.18M | Buy |
8,643
+2,304
| +36% | +$315K | 0.21% | 74 |
|
|
2024
Q1 | $942K | Sell |
6,339
-620
| -9% | -$92.2K | 0.17% | 101 |
|
|
2023
Q4 | $1.09M | Buy |
6,959
+1,704
| +32% | +$268K | 0.21% | 78 |
|
|
2023
Q3 | $819K | Sell |
5,255
-1,238
| -19% | -$193K | 0.16% | 83 |
|
|
2023
Q2 | $1.16M | Buy |
6,493
+424
| +7% | +$76K | 0.22% | 60 |
|
|
2023
Q1 | $1.18M | Buy |
6,069
+557
| +10% | +$108K | 0.24% | 52 |
|
|
2022
Q4 | $958K | Buy |
5,512
+595
| +12% | +$103K | 0.21% | 61 |
|
|
2022
Q3 | $794K | Buy |
4,917
+339
| +7% | +$54.7K | 0.19% | 60 |
|
|
2022
Q2 | $836K | Sell |
4,578
-122
| -3% | -$22.3K | 0.21% | 55 |
|
|
2022
Q1 | $1.01M | Buy |
4,700
+46
| +1% | +$9.87K | 0.23% | 48 |
|
|
2021
Q4 | $998K | Buy |
4,654
+376
| +9% | +$80.6K | 0.23% | 49 |
|
|
2021
Q3 | $779K | Buy |
4,278
+211
| +5% | +$38.4K | 0.19% | 50 |
|
|
2021
Q2 | $846K | Buy |
4,067
+592
| +17% | +$123K | 0.21% | 42 |
|
|
2021
Q1 | $591K | Buy |
3,475
+568
| +20% | +$96.6K | 0.16% | 56 |
|
|
2020
Q4 | $490K | Sell |
2,907
-411
| -12% | -$69.3K | 0.14% | 62 |
|
|
2020
Q3 | $553K | Buy |
+3,318
| New | +$553K | 0.17% | 52 |
|
|
2019
Q2 | – | Sell |
-1,431
| Closed | -$160K | – | 865 |
|
|
2019
Q1 | $160K | Buy |
1,431
+521
| +57% | +$58.3K | 0.05% | 121 |
|
|
2018
Q4 | $89K | Sell |
910
-20
| -2% | -$1.96K | 0.03% | 152 |
|
|
2018
Q3 | $108K | Sell |
930
-88
| -9% | -$10.2K | 0.04% | 163 |
|
|
2018
Q2 | $111K | Sell |
1,018
-20
| -2% | -$2.18K | 0.04% | 158 |
|
|
2018
Q1 | $110K | Sell |
1,038
-35
| -3% | -$3.71K | 0.04% | 157 |
|
|
2017
Q4 | $127K | Buy |
+1,073
| New | +$127K | 0.05% | 156 |
|