Lehman & Derafelo Financial Resources’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $335K | Hold |
1,616
| – | – | 0.1% | 78 |
|
|
2022
Q3 | $315K | Sell |
1,616
-8
| -0.5% | -$1.56K | 0.1% | 72 |
|
|
2022
Q2 | $346K | Hold |
1,624
| – | – | 0.11% | 73 |
|
|
2022
Q1 | $444K | Buy |
1,624
+8
| +0.5% | +$2.19K | 0.12% | 68 |
|
|
2021
Q4 | $407K | Hold |
1,616
| – | – | 0.12% | 69 |
|
|
2021
Q3 | $317K | Hold |
1,616
| – | – | 0.1% | 76 |
|
|
2021
Q2 | $355K | Buy |
1,616
+16
| +1% | +$3.52K | 0.1% | 84 |
|
|
2021
Q1 | $353K | Hold |
1,600
| – | – | 0.1% | 85 |
|
|
2020
Q4 | $333K | Hold |
1,600
| – | – | 0.1% | 80 |
|
|
2020
Q3 | $315K | Hold |
1,600
| – | – | 0.1% | 74 |
|
|
2020
Q2 | $271K | Sell |
1,600
-346
| -18% | -$58.6K | 0.09% | 74 |
|
|
2020
Q1 | $274K | Hold |
1,946
| – | – | 0.11% | 74 |
|
|
2019
Q4 | $352K | Buy |
1,946
+162
| +9% | +$29.3K | 0.13% | 73 |
|
|
2019
Q3 | $289K | Sell |
1,784
-600
| -25% | -$97.2K | 0.11% | 79 |
|
|
2019
Q2 | $405K | Buy |
2,384
+180
| +8% | +$30.6K | 0.17% | 60 |
|
|
2019
Q1 | $369K | Buy |
2,204
+100
| +5% | +$16.7K | 0.16% | 63 |
|
|
2018
Q4 | $291K | Buy |
+2,104
| New | +$291K | 0.14% | 65 |
|