Prospera Financial Services’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 | $14.7M | Buy |
63,851
+31,290
| +96% | +$7.2M | 0.27% | 79 |
|
2025
Q1 | $7.69M | Buy |
32,561
+2,995
| +10% | +$708K | 0.18% | 130 |
|
2024
Q4 | $6.74M | Buy |
29,566
+8,408
| +40% | +$1.92M | 0.16% | 143 |
|
2024
Q3 | $5.22M | Buy |
21,158
+1,038
| +5% | +$256K | 0.13% | 173 |
|
2024
Q2 | $4.55M | Sell |
20,120
-124
| -0.6% | -$28.1K | 0.13% | 177 |
|
2024
Q1 | $4.98M | Buy |
20,244
+256
| +1% | +$63K | 0.15% | 146 |
|
2023
Q4 | $4.91M | Sell |
19,988
-253
| -1% | -$62.1K | 0.16% | 143 |
|
2023
Q3 | $4.13M | Sell |
20,241
-1,032
| -5% | -$210K | 0.16% | 144 |
|
2023
Q2 | $4.36M | Buy |
21,273
+5,307
| +33% | +$1.09M | 0.17% | 139 |
|
2023
Q1 | $3.22M | Buy |
15,966
+2,210
| +16% | +$445K | 0.13% | 191 |
|
2022
Q4 | $2.85M | Sell |
13,756
-1,453
| -10% | -$301K | 0.14% | 168 |
|
2022
Q3 | $2.97M | Buy |
15,209
+1,633
| +12% | +$319K | 0.15% | 166 |
|
2022
Q2 | $2.9M | Sell |
13,576
-5,288
| -28% | -$1.13M | 0.15% | 180 |
|
2022
Q1 | $5.16M | Buy |
18,864
+8,097
| +75% | +$2.21M | 0.22% | 104 |
|
2021
Q4 | $2.72M | Buy |
10,767
+4,850
| +82% | +$1.22M | 0.12% | 207 |
|
2021
Q3 | $1.16M | Buy |
5,917
+500
| +9% | +$98.1K | 0.06% | 333 |
|
2021
Q2 | $1.19M | Buy |
5,417
+439
| +9% | +$96.7K | 0.06% | 345 |
|
2021
Q1 | $1.1M | Sell |
4,978
-96
| -2% | -$21.2K | 0.07% | 324 |
|
2020
Q4 | $1.06M | Buy |
5,074
+4,101
| +421% | +$855K | 0.07% | 284 |
|
2020
Q3 | $193K | Sell |
973
-17,946
| -95% | -$3.56M | 0.07% | 237 |
|
2020
Q2 | $3.04M | Buy |
18,919
+14,622
| +340% | +$2.35M | 0.27% | 92 |
|
2020
Q1 | $606K | Sell |
4,297
-1,925
| -31% | -$271K | 0.06% | 276 |
|
2019
Q4 | $1.13M | Buy |
6,222
+678
| +12% | +$123K | 0.09% | 241 |
|
2019
Q3 | $898K | Sell |
5,544
-1,102
| -17% | -$178K | 0.09% | 192 |
|
2019
Q2 | $1.13M | Buy |
+6,646
| New | +$1.13M | 0.13% | 152 |
|
2019
Q1 | – | Sell |
-4,806
| Closed | -$663K | – | 437 |
|
2018
Q4 | $663K | Buy |
4,806
+3
| +0.1% | +$414 | 0.13% | 159 |
|
2018
Q3 | $766K | Sell |
4,803
-396
| -8% | -$63.2K | 0.14% | 155 |
|
2018
Q2 | $739K | Buy |
5,199
+371
| +8% | +$52.7K | 0.1% | 174 |
|
2018
Q1 | $643K | Sell |
4,828
-130
| -3% | -$17.3K | 0.09% | 199 |
|
2017
Q4 | $671K | Sell |
4,958
-365
| -7% | -$49.4K | 0.1% | 171 |
|
2017
Q3 | $608K | Sell |
5,323
-88
| -2% | -$10.1K | 0.09% | 206 |
|
2017
Q2 | $584K | Buy |
5,411
+3,248
| +150% | +$351K | 0.09% | 196 |
|
2017
Q1 | $230K | Buy |
2,163
+7
| +0.3% | +$744 | 0.04% | 314 |
|
2016
Q4 | $222K | Buy |
2,156
+58
| +3% | +$5.97K | 0.04% | 332 |
|
2016
Q3 | $205K | Buy |
+2,098
| New | +$205K | 0.04% | 351 |
|
2016
Q1 | – | Sell |
-3,536
| Closed | -$277K | – | 371 |
|
2015
Q4 | $277K | Buy |
+3,536
| New | +$277K | 0.06% | 209 |
|
2014
Q4 | – | Sell |
-2,956
| Closed | -$321K | – | 319 |
|
2014
Q3 | $321K | Sell |
2,956
-503
| -15% | -$54.6K | 0.09% | 192 |
|
2014
Q2 | $345K | Sell |
3,459
-75
| -2% | -$7.48K | 0.09% | 178 |
|
2014
Q1 | $332K | Buy |
+3,534
| New | +$332K | 0.1% | 151 |
|
2013
Q4 | – | Sell |
-2,590
| Closed | -$203K | – | 288 |
|
2013
Q3 | $203K | Buy |
+2,590
| New | +$203K | 0.08% | 212 |
|