LPL Financial’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 | $19.3M | Sell |
241,897
-3,798
| -2% | -$302K | 0.01% | 1277 |
|
|
2025
Q1 | $17M | Buy |
245,695
+76,450
| +45% | +$5.28M | 0.01% | 1250 |
|
|
2024
Q4 | $16.4M | Buy |
169,245
+45,701
| +37% | +$4.44M | 0.01% | 1197 |
|
|
2024
Q3 | $7.05M | Buy |
123,544
+13,158
| +12% | +$751K | ﹤0.01% | 1714 |
|
|
2024
Q2 | $5.37M | Sell |
110,386
-47,764
| -30% | -$2.32M | ﹤0.01% | 1783 |
|
|
2024
Q1 | $7.57M | Buy |
158,150
+6,403
| +4% | +$307K | ﹤0.01% | 1503 |
|
|
2023
Q4 | $6.26M | Sell |
151,747
-14,074
| -8% | -$581K | ﹤0.01% | 1540 |
|
|
2023
Q3 | $7.01M | Buy |
165,821
+5,211
| +3% | +$220K | ﹤0.01% | 1386 |
|
|
2023
Q2 | $8.81M | Buy |
160,610
+9,597
| +6% | +$527K | 0.01% | 1199 |
|
|
2023
Q1 | $6.68M | Sell |
151,013
-28,280
| -16% | -$1.25M | 0.01% | 1328 |
|
|
2022
Q4 | $6.76M | Buy |
179,293
+4,875
| +3% | +$184K | 0.01% | 1262 |
|
|
2022
Q3 | $5.67M | Sell |
174,418
-9,989
| -5% | -$325K | 0.01% | 1295 |
|
|
2022
Q2 | $6.53M | Buy |
184,407
+33,112
| +22% | +$1.17M | 0.01% | 1217 |
|
|
2022
Q1 | $7.01M | Sell |
151,295
-10,114
| -6% | -$469K | 0.01% | 1220 |
|
|
2021
Q4 | $7.07M | Sell |
161,409
-8,570
| -5% | -$375K | 0.01% | 1227 |
|
|
2021
Q3 | $8.09M | Buy |
169,979
+7,655
| +5% | +$364K | 0.01% | 1078 |
|
|
2021
Q2 | $8.49M | Buy |
162,324
+11,918
| +8% | +$623K | 0.01% | 1001 |
|
|
2021
Q1 | $8.65M | Buy |
150,406
+60,715
| +68% | +$3.49M | 0.01% | 899 |
|
|
2020
Q4 | $3.88M | Buy |
89,691
+4,455
| +5% | +$193K | 0.01% | 1255 |
|
|
2020
Q3 | $2.96M | Sell |
85,236
-34,805
| -29% | -$1.21M | ﹤0.01% | 1239 |
|
|
2020
Q2 | $4.16M | Buy |
120,041
+91,936
| +327% | +$3.18M | 0.01% | 968 |
|
|
2020
Q1 | $887K | Sell |
28,105
-7,425
| -21% | -$234K | ﹤0.01% | 1692 |
|
|
2019
Q4 | $3.13M | Buy |
35,530
+4,139
| +13% | +$365K | 0.01% | 1079 |
|
|
2019
Q3 | $2.78M | Buy |
31,391
+2,028
| +7% | +$179K | 0.01% | 1067 |
|
|
2019
Q2 | $2.57M | Buy |
29,363
+1,280
| +5% | +$112K | 0.01% | 1103 |
|
|
2019
Q1 | $2.24M | Buy |
28,083
+5,367
| +24% | +$428K | 0.01% | 1131 |
|
|
2018
Q4 | $1.9M | Buy |
22,716
+5,484
| +32% | +$459K | 0.01% | 1100 |
|
|
2018
Q3 | $1.54M | Sell |
17,232
-3,121
| -15% | -$278K | ﹤0.01% | 1348 |
|
|
2018
Q2 | $1.42M | Buy |
20,353
+2,356
| +13% | +$164K | ﹤0.01% | 1370 |
|
|
2018
Q1 | $1.25M | Buy |
17,997
+3,361
| +23% | +$233K | ﹤0.01% | 1430 |
|
|
2017
Q4 | $986K | Buy |
14,636
+4,936
| +51% | +$333K | ﹤0.01% | 1532 |
|
|
2017
Q3 | $591K | Buy |
9,700
+4,337
| +81% | +$264K | ﹤0.01% | 1808 |
|
|
2017
Q2 | $404K | Buy |
+5,363
| New | +$404K | ﹤0.01% | 2041 |
|
|
2017
Q1 | – | Sell |
-6,567
| Closed | -$477K | – | 2812 |
|
|
2016
Q4 | $477K | Sell |
6,567
-8,777
| -57% | -$638K | ﹤0.01% | 1786 |
|
|
2016
Q3 | $824K | Buy |
15,344
+946
| +7% | +$50.8K | 0.01% | 1345 |
|
|
2016
Q2 | $566K | Sell |
14,398
-4,286
| -23% | -$168K | ﹤0.01% | 1566 |
|
|
2016
Q1 | $1.04M | Sell |
18,684
-10,992
| -37% | -$611K | ﹤0.01% | 1641 |
|
|
2015
Q4 | $1.63M | Buy |
29,676
+13,543
| +84% | +$746K | ﹤0.01% | 1306 |
|
|
2015
Q3 | $860K | Sell |
16,133
-520
| -3% | -$27.7K | ﹤0.01% | 1349 |
|
|
2015
Q2 | $897K | Sell |
16,653
-7,282
| -30% | -$392K | ﹤0.01% | 1460 |
|
|
2015
Q1 | $1.53M | Sell |
23,935
-1,530
| -6% | -$97.9K | 0.01% | 1072 |
|
|
2014
Q4 | $1.7M | Buy |
+25,465
| New | +$1.7M | 0.01% | 985 |
|
|
2014
Q2 | – | Sell |
-5,265
| Closed | -$235K | – | 2748 |
|
|
2014
Q1 | $235K | Buy |
+5,265
| New | +$235K | ﹤0.01% | 2315 |
|