Oakworth Capital’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-105
| Closed | -$5K | – | 600 |
|
|
2021
Q3 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 517 |
|
|
2016
Q1 | – | Sell |
-1,050
| Closed | -$60K | – | 589 |
|
|
2015
Q4 | $60K | Hold |
1,050
| – | – | 0.03% | 179 |
|
|
2015
Q3 | $56K | Hold |
1,050
| – | – | 0.03% | 143 |
|
|
2015
Q2 | $59K | Hold |
1,050
| – | – | 0.03% | 145 |
|
|
2015
Q1 | $63K | Hold |
1,050
| – | – | 0.03% | 170 |
|
|
2014
Q4 | $70K | Hold |
1,050
| – | – | 0.04% | 158 |
|
|
2014
Q3 | $50K | Hold |
1,050
| – | – | 0.03% | 135 |
|
|
2014
Q2 | $43K | Hold |
1,050
| – | – | 0.03% | 146 |
|
|
2014
Q1 | $47K | Hold |
1,050
| – | – | 0.03% | 137 |
|
|
2013
Q4 | $40K | Buy |
+1,050
| New | +$40K | 0.03% | 135 |
|