Lido Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
58,774
-25,321
| -30% | -$5.83M | 0.05% | 199 |
|
|
2025
Q1 | $19.9M | Buy |
84,095
+1,636
| +2% | +$386K | 0.09% | 132 |
|
|
2024
Q4 | $18.8M | Buy |
82,459
+38,708
| +88% | +$8.83M | 0.09% | 131 |
|
|
2024
Q3 | $10.8M | Buy |
43,751
+906
| +2% | +$223K | 0.05% | 182 |
|
|
2024
Q2 | $9.69M | Buy |
42,845
+1,081
| +3% | +$245K | 0.05% | 170 |
|
|
2024
Q1 | $10.3M | Buy |
41,764
+395
| +1% | +$97.1K | 0.06% | 163 |
|
|
2023
Q4 | $10.2M | Sell |
41,369
-80,710
| -66% | -$19.8M | 0.07% | 148 |
|
|
2023
Q3 | $24.9M | Buy |
122,079
+2,849
| +2% | +$580K | 0.19% | 53 |
|
|
2023
Q2 | $24.4M | Buy |
119,230
+83,141
| +230% | +$17M | 0.17% | 57 |
|
|
2023
Q1 | $7.26M | Buy |
36,089
+5,454
| +18% | +$1.1M | 0.07% | 155 |
|
|
2022
Q4 | $6.34M | Sell |
30,635
-19,326
| -39% | -$4M | 0.08% | 130 |
|
|
2022
Q3 | $9.73M | Buy |
49,961
+18,076
| +57% | +$3.52M | 0.12% | 76 |
|
|
2022
Q2 | $6.8M | Buy |
31,885
+17,428
| +121% | +$3.72M | 0.09% | 100 |
|
|
2022
Q1 | $3.95M | Buy |
14,457
+1,403
| +11% | +$383K | 0.04% | 156 |
|
|
2021
Q4 | $3.29M | Buy |
13,054
+386
| +3% | +$97.2K | 0.04% | 181 |
|
|
2021
Q3 | $2.48M | Buy |
12,668
+1,871
| +17% | +$367K | 0.03% | 214 |
|
|
2021
Q2 | $2.38M | Sell |
10,797
-319
| -3% | -$70.2K | 0.03% | 213 |
|
|
2021
Q1 | $2.45M | Buy |
11,116
+464
| +4% | +$102K | 0.04% | 182 |
|
|
2020
Q4 | $2.22M | Buy |
10,652
+4,938
| +86% | +$1.03M | 0.05% | 181 |
|
|
2020
Q3 | $1.13M | Sell |
5,714
-189
| -3% | -$37.2K | 0.03% | 218 |
|
|
2020
Q2 | $998K | Sell |
5,903
-478
| -7% | -$80.8K | 0.03% | 218 |
|
|
2020
Q1 | $900K | Sell |
6,381
-5,542
| -46% | -$782K | 0.04% | 215 |
|
|
2019
Q4 | $2.16M | Buy |
11,923
+274
| +2% | +$49.5K | 0.09% | 118 |
|
|
2019
Q3 | $1.89M | Buy |
11,649
+5,084
| +77% | +$824K | 0.1% | 112 |
|
|
2019
Q2 | $1.11M | Buy |
6,565
+207
| +3% | +$35K | 0.06% | 151 |
|
|
2019
Q1 | $1.06M | Sell |
6,358
-5,261
| -45% | -$880K | 0.07% | 152 |
|
|
2018
Q4 | $1.61M | Sell |
11,619
-10
| -0.1% | -$1.38K | 0.16% | 82 |
|
|
2018
Q3 | $1.89M | Buy |
11,629
+280
| +2% | +$45.6K | 0.18% | 71 |
|
|
2018
Q2 | $1.61M | Buy |
11,349
+80
| +0.7% | +$11.3K | 0.18% | 75 |
|
|
2018
Q1 | $1.51M | Buy |
11,269
+1,478
| +15% | +$199K | 0.21% | 63 |
|
|
2017
Q4 | $1.31M | Buy |
9,791
+122
| +1% | +$16.3K | 0.19% | 65 |
|
|
2017
Q3 | $1.12M | Buy |
9,669
+2,445
| +34% | +$283K | 0.18% | 68 |
|
|
2017
Q2 | $787K | Sell |
7,224
-1,224
| -14% | -$133K | 0.16% | 77 |
|
|
2017
Q1 | $929K | Buy |
8,448
+1,609
| +24% | +$177K | 0.26% | 60 |
|
|
2016
Q4 | $709K | Buy |
+6,839
| New | +$709K | 0.17% | 59 |
|