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 |
|