Lido Advisors’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
$702K Sell
8,813
-4,376
-33% -$348K ﹤0.01% 883
2025
Q1
$911K Sell
13,189
-3,829
-22% -$264K ﹤0.01% 759
2024
Q4
$1.65M Buy
17,018
+358
+2% +$34.8K 0.01% 528
2024
Q3
$951K Buy
16,660
+7,847
+89% +$448K ﹤0.01% 665
2024
Q2
$429K Sell
8,813
-4,045
-31% -$197K ﹤0.01% 882
2024
Q1
$616K Buy
12,858
+3,829
+42% +$183K ﹤0.01% 757
2023
Q4
$373K Sell
9,029
-392
-4% -$16.2K ﹤0.01% 858
2023
Q3
$399K Buy
9,421
+142
+2% +$6.01K ﹤0.01% 732
2023
Q2
$509K Sell
9,279
-1,169
-11% -$64.1K ﹤0.01% 666
2023
Q1
$462K Buy
10,448
+754
+8% +$33.4K ﹤0.01% 637
2022
Q4
$365K Sell
9,694
-899
-8% -$33.9K ﹤0.01% 658
2022
Q3
$344K Buy
10,593
+4,676
+79% +$152K ﹤0.01% 611
2022
Q2
$209K Sell
5,917
-52,084
-90% -$1.84M ﹤0.01% 750
2022
Q1
$2.69M Sell
58,001
-490
-0.8% -$22.7K 0.03% 204
2021
Q4
$2.56M Sell
58,491
-834
-1% -$36.5K 0.03% 211
2021
Q3
$2.82M Sell
59,325
-6,440
-10% -$306K 0.04% 194
2021
Q2
$3.44M Sell
65,765
-348
-0.5% -$18.2K 0.05% 170
2021
Q1
$3.8M Buy
66,113
+10,889
+20% +$627K 0.07% 146
2020
Q4
$2.39M Buy
55,224
+1,830
+3% +$79.1K 0.05% 171
2020
Q3
$1.86M Buy
53,394
+8,141
+18% +$283K 0.05% 159
2020
Q2
$1.57M Buy
+45,253
New +$1.57M 0.05% 167