Northeast 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 | – | Sell |
-1,897
| Closed | -$209K | – | 93 |
|
|
2025
Q1 | $209K | Hold |
1,897
| – | – | 0.07% | 80 |
|
|
2024
Q4 | $239K | Sell |
1,897
-32
| -2% | -$4.04K | 0.09% | 74 |
|
|
2024
Q3 | $263K | Hold |
1,929
| – | – | 0.1% | 64 |
|
|
2024
Q2 | $264K | Hold |
1,929
| – | – | 0.11% | 62 |
|
|
2024
Q1 | $287K | Hold |
1,929
| – | – | 0.13% | 61 |
|
|
2023
Q4 | $303K | Hold |
1,929
| – | – | 0.15% | 61 |
|
|
2023
Q3 | $301K | Sell |
1,929
-221
| -10% | -$34.4K | 0.18% | 53 |
|
|
2023
Q2 | $385K | Buy |
+2,150
| New | +$385K | 0.25% | 46 |
|