Nations Financial Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
4,467
-2,677
| -37% | -$270K | 0.03% | 480 |
|
|
2025
Q1 | $786K | Sell |
7,144
-306
| -4% | -$33.7K | 0.06% | 322 |
|
|
2024
Q4 | $940K | Sell |
7,450
-116
| -2% | -$14.6K | 0.07% | 291 |
|
|
2024
Q3 | $1.03M | Buy |
7,566
+333
| +5% | +$45.4K | 0.07% | 273 |
|
|
2024
Q2 | $990K | Buy |
7,233
+68
| +0.9% | +$9.31K | 0.08% | 262 |
|
|
2024
Q1 | $1.07M | Buy |
7,165
+238
| +3% | +$35.4K | 0.09% | 248 |
|
|
2023
Q4 | $1.09M | Sell |
6,927
-485
| -7% | -$76.3K | 0.1% | 235 |
|
|
2023
Q3 | $1.16M | Sell |
7,412
-136
| -2% | -$21.2K | 0.12% | 206 |
|
|
2023
Q2 | $1.35M | Sell |
7,548
-225
| -3% | -$40.3K | 0.13% | 184 |
|
|
2023
Q1 | $1.51M | Buy |
7,773
+1,321
| +20% | +$256K | 0.16% | 158 |
|
|
2022
Q4 | $1.12M | Buy |
6,452
+2,194
| +52% | +$381K | 0.13% | 203 |
|
|
2022
Q3 | $688K | Sell |
4,258
-650
| -13% | -$105K | 0.1% | 223 |
|
|
2022
Q2 | $896K | Buy |
4,908
+1,049
| +27% | +$192K | 0.12% | 204 |
|
|
2022
Q1 | $828K | Buy |
3,859
+386
| +11% | +$82.8K | 0.1% | 222 |
|
|
2021
Q4 | $745K | Buy |
3,473
+926
| +36% | +$199K | 0.1% | 222 |
|
|
2021
Q3 | $464K | Sell |
2,547
-200
| -7% | -$36.4K | 0.07% | 270 |
|
|
2021
Q2 | $571K | Buy |
2,747
+17
| +0.6% | +$3.53K | 0.1% | 237 |
|
|
2021
Q1 | $464K | Buy |
2,730
+68
| +3% | +$11.6K | 0.11% | 227 |
|
|
2020
Q4 | $448K | Sell |
2,662
-234
| -8% | -$39.4K | 0.12% | 210 |
|
|
2020
Q3 | $483K | Sell |
2,896
-4,211
| -59% | -$702K | 0.15% | 177 |
|
|
2020
Q2 | $790K | Buy |
7,107
+200
| +3% | +$22.2K | 0.28% | 108 |
|
|
2020
Q1 | $645K | Sell |
6,907
-402
| -6% | -$37.5K | 0.28% | 110 |
|
|
2019
Q4 | $856K | Buy |
7,309
+583
| +9% | +$68.3K | 0.3% | 103 |
|
|
2019
Q3 | $775K | Buy |
6,726
+160
| +2% | +$18.4K | 0.28% | 112 |
|
|
2019
Q2 | $678K | Sell |
6,566
-199
| -3% | -$20.5K | 0.45% | 62 |
|
|
2019
Q1 | $756K | Buy |
6,765
+325
| +5% | +$36.3K | 0.52% | 55 |
|
|
2018
Q4 | $628K | Buy |
6,440
+256
| +4% | +$25K | 0.5% | 60 |
|
|
2018
Q3 | $722K | Buy |
6,184
+60
| +1% | +$7.01K | 0.52% | 55 |
|
|
2018
Q2 | $651K | Buy |
6,124
+327
| +6% | +$34.8K | 0.54% | 52 |
|
|
2018
Q1 | $607K | Buy |
5,797
+115
| +2% | +$12K | 0.55% | 51 |
|
|
2017
Q4 | $677K | Buy |
5,682
+63
| +1% | +$7.51K | 0.62% | 47 |
|
|
2017
Q3 | $675K | Sell |
5,619
-1
| -0% | -$120 | 0.66% | 43 |
|
|
2017
Q2 | $621K | Buy |
+5,620
| New | +$621K | 0.51% | 55 |
|