Patriot Financial Group Insurance Agency’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 | $831K | Buy |
3,611
+447
| +14% | +$103K | 0.1% | 236 |
|
|
2025
Q1 | $748K | Sell |
3,164
-4
| -0.1% | -$945 | 0.1% | 226 |
|
|
2024
Q4 | $722K | Sell |
3,168
-119
| -4% | -$27.1K | 0.1% | 223 |
|
|
2024
Q3 | $810K | Buy |
3,287
+399
| +14% | +$98.4K | 0.11% | 206 |
|
|
2024
Q2 | $654K | Buy |
2,888
+2
| +0.1% | +$453 | 0.1% | 230 |
|
|
2024
Q1 | $710K | Sell |
2,886
-28
| -1% | -$6.89K | 0.11% | 202 |
|
|
2023
Q4 | $716K | Buy |
2,914
+142
| +5% | +$34.9K | 0.14% | 182 |
|
|
2023
Q3 | $564K | Sell |
2,772
-727
| -21% | -$148K | 0.12% | 209 |
|
|
2023
Q2 | $716K | Sell |
3,499
-786
| -18% | -$161K | 0.13% | 180 |
|
|
2023
Q1 | $862K | Buy |
4,285
+1,973
| +85% | +$397K | 0.17% | 135 |
|
|
2022
Q4 | $479K | Buy |
2,312
+196
| +9% | +$40.6K | 0.06% | 216 |
|
|
2022
Q3 | $412K | Buy |
2,116
+4
| +0.2% | +$779 | 0.1% | 223 |
|
|
2022
Q2 | $450K | Sell |
2,112
-86
| -4% | -$18.3K | 0.09% | 219 |
|
|
2022
Q1 | $601K | Sell |
2,198
-2
| -0.1% | -$547 | 0.11% | 208 |
|
|
2021
Q4 | $554K | Buy |
2,200
+4
| +0.2% | +$1.01K | 0.09% | 222 |
|
|
2021
Q3 | $430K | Buy |
2,196
+32
| +1% | +$6.27K | 0.08% | 265 |
|
|
2021
Q2 | $476K | Buy |
2,164
+85
| +4% | +$18.7K | 0.09% | 238 |
|
|
2021
Q1 | $458K | Buy |
2,079
+4
| +0.2% | +$881 | 0.11% | 205 |
|
|
2020
Q4 | $432K | Sell |
2,075
-264
| -11% | -$55K | 0.11% | 201 |
|
|
2020
Q3 | $460K | Hold |
2,339
| – | – | 0.15% | 148 |
|
|
2020
Q2 | $395K | Sell |
2,339
-1,687
| -42% | -$285K | 0.15% | 146 |
|
|
2020
Q1 | $568K | Buy |
4,026
+649
| +19% | +$91.6K | 0.26% | 80 |
|
|
2019
Q4 | $611K | Buy |
3,377
+1,176
| +53% | +$213K | 0.23% | 88 |
|
|
2019
Q3 | $357K | Sell |
2,201
-530
| -19% | -$86K | 0.16% | 127 |
|
|
2019
Q2 | $468K | Sell |
2,731
-3
| -0.1% | -$514 | 0.2% | 87 |
|
|
2019
Q1 | $457K | Sell |
2,734
-86
| -3% | -$14.4K | 0.23% | 69 |
|
|
2018
Q4 | $390K | Buy |
2,820
+2,670
| +1,780% | +$369K | 0.26% | 65 |
|
|
2018
Q3 | $24K | Buy |
150
+34
| +29% | +$5.44K | 0.01% | 451 |
|
|
2018
Q2 | $16K | Hold |
116
| – | – | 0.02% | 328 |
|
|
2018
Q1 | $15K | Hold |
116
| – | – | 0.01% | 532 |
|
|
2017
Q4 | $16K | Hold |
116
| – | – | 0.01% | 502 |
|
|
2017
Q3 | $13K | Hold |
116
| – | – | 0.01% | 503 |
|
|
2017
Q2 | $13K | Hold |
116
| – | – | 0.01% | 484 |
|
|
2017
Q1 | $12K | Hold |
116
| – | – | 0.01% | 465 |
|
|
2016
Q4 | $13K | Buy |
+116
| New | +$13K | 0.02% | 428 |
|