Oxford Financial Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,057
| Closed | -$215K | – | 306 |
|
|
2023
Q3 | $215K | Sell |
1,057
-147
| -12% | -$29.9K | 0.02% | 208 |
|
|
2023
Q2 | $246K | Buy |
+1,204
| New | +$246K | 0.02% | 203 |
|
|
2022
Q2 | – | Sell |
-784
| Closed | -$214K | – | 289 |
|
|
2022
Q1 | $214K | Sell |
784
-231
| -23% | -$63.1K | 0.03% | 183 |
|
|
2021
Q4 | $256K | Buy |
+1,015
| New | +$256K | 0.03% | 174 |
|