Pacific Sun Financial’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
1,060
| – | – | 0.13% | 170 |
|
|
2025
Q1 | $250K | Hold |
1,060
| – | – | 0.14% | 160 |
|
|
2024
Q4 | $242K | Hold |
1,060
| – | – | 0.13% | 159 |
|
|
2024
Q3 | $261K | Hold |
1,060
| – | – | 0.14% | 157 |
|
|
2024
Q2 | $240K | Hold |
1,060
| – | – | 0.14% | 157 |
|
|
2024
Q1 | $261K | Hold |
1,060
| – | – | 0.15% | 154 |
|
|
2023
Q4 | $260K | Hold |
1,060
| – | – | 0.16% | 145 |
|
|
2023
Q3 | $216K | Hold |
1,060
| – | – | 0.15% | 154 |
|
|
2023
Q2 | $213K | Buy |
+1,060
| New | +$213K | 0.14% | 165 |
|
|
2022
Q4 | $219K | Sell |
1,060
-60
| -5% | -$12.4K | 0.15% | 159 |
|
|
2022
Q3 | $218K | Sell |
1,120
-80
| -7% | -$15.6K | 0.15% | 160 |
|
|
2022
Q2 | $256K | Hold |
1,200
| – | – | 0.17% | 152 |
|
|
2022
Q1 | $328K | Sell |
1,200
-30
| -2% | -$8.2K | 0.18% | 140 |
|
|
2021
Q4 | $310K | Sell |
1,230
-80
| -6% | -$20.2K | 0.17% | 146 |
|
|
2021
Q3 | $257K | Buy |
+1,310
| New | +$257K | 0.15% | 156 |
|
|
2020
Q3 | $278K | Hold |
1,410
| – | – | 0.23% | 119 |
|
|
2020
Q2 | $238K | Sell |
1,410
-50
| -3% | -$8.44K | 0.21% | 124 |
|
|
2020
Q1 | $206K | Hold |
1,460
| – | – | 0.24% | 121 |
|
|
2019
Q4 | $264K | Hold |
1,460
| – | – | 0.23% | 118 |
|
|
2019
Q3 | $236K | Hold |
1,460
| – | – | 0.22% | 118 |
|
|
2019
Q2 | $247K | Buy |
+1,460
| New | +$247K | 0.24% | 114 |
|
|
2018
Q2 | $249K | Sell |
1,660
-100
| -6% | -$15K | 0.26% | 105 |
|
|
2018
Q1 | $237K | Buy |
+1,760
| New | +$237K | 0.31% | 98 |
|