Pin Oak Investment Advisors’s Uber UBER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4K Sell
59
-200
-77% -$13.6K ﹤0.01% 397
2025
Q1
$4K Buy
259
+13
+5% +$201 ﹤0.01% 391
2024
Q4
$18K Hold
246
0.02% 281
2024
Q3
$18K Hold
246
0.02% 282
2024
Q2
$18K Hold
246
0.02% 273
2024
Q1
$19K Sell
246
-300
-55% -$23.2K 0.02% 272
2023
Q4
$34K Sell
546
-125
-19% -$7.78K 0.03% 206
2023
Q3
$31K Hold
671
0.03% 209
2023
Q2
$29K Buy
671
+40
+6% +$1.73K 0.03% 210
2023
Q1
$20K Hold
631
0.02% 240
2022
Q4
$16K Buy
+631
New +$16K 0.02% 250
2022
Q3
Sell
-631
Closed -$13K 421
2022
Q2
$13K Buy
631
+25
+4% +$515 0.02% 281
2022
Q1
$22K Hold
606
0.02% 252
2021
Q4
$25K Buy
606
+100
+20% +$4.13K 0.03% 242
2021
Q3
$23K Buy
506
+200
+65% +$9.09K 0.03% 242
2021
Q2
$15K Hold
306
0.02% 280
2021
Q1
$17K Hold
306
0.01% 266
2020
Q4
$16K Hold
306
0.01% 292
2020
Q3
$11K Hold
306
0.01% 298
2020
Q2
$10K Hold
306
0.01% 299
2020
Q1
$9K Buy
+306
New +$9K 0.01% 308