Raymond James Financial Services Advisors’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.79M | Sell |
31,354
-2,615
| -8% | -$149K | ﹤0.01% | 1799 |
|
|
2024
Q2 | $1.65M | Sell |
33,969
-2,635
| -7% | -$128K | ﹤0.01% | 1779 |
|
|
2024
Q1 | $1.75M | Buy |
36,604
+1,109
| +3% | +$53.1K | ﹤0.01% | 1710 |
|
|
2023
Q4 | $1.46M | Sell |
35,495
-25,733
| -42% | -$1.06M | ﹤0.01% | 1738 |
|
|
2023
Q3 | $2.59M | Buy |
61,228
+21,599
| +55% | +$914K | ﹤0.01% | 1365 |
|
|
2023
Q2 | $2.17M | Buy |
39,629
+4,154
| +12% | +$228K | ﹤0.01% | 1460 |
|
|
2023
Q1 | $1.57M | Sell |
35,475
-87,399
| -71% | -$3.87M | ﹤0.01% | 1633 |
|
|
2022
Q4 | $4.63M | Buy |
122,874
+160
| +0.1% | +$6.03K | 0.01% | 994 |
|
|
2022
Q3 | $3.99M | Sell |
122,714
-15,864
| -11% | -$516K | 0.01% | 1031 |
|
|
2022
Q2 | $4.91M | Buy |
138,578
+5,845
| +4% | +$207K | 0.01% | 942 |
|
|
2022
Q1 | $6.15M | Buy |
132,733
+65,988
| +99% | +$3.06M | 0.01% | 904 |
|
|
2021
Q4 | $2.92M | Sell |
66,745
-4,765
| -7% | -$209K | 0.01% | 1303 |
|
|
2021
Q3 | $3.4M | Sell |
71,510
-13,394
| -16% | -$637K | 0.01% | 1180 |
|
|
2021
Q2 | $4.44M | Buy |
84,904
+2,180
| +3% | +$114K | 0.01% | 1033 |
|
|
2021
Q1 | $4.76M | Buy |
82,724
+4,562
| +6% | +$263K | 0.01% | 929 |
|
|
2020
Q4 | $3.38M | Sell |
78,162
-2,251
| -3% | -$97.4K | 0.01% | 1014 |
|
|
2020
Q3 | $2.79M | Sell |
80,413
-791
| -1% | -$27.5K | 0.01% | 1011 |
|
|
2020
Q2 | $2.81M | Buy |
81,204
+48,424
| +148% | +$1.68M | 0.01% | 967 |
|
|
2020
Q1 | $1.03M | Buy |
32,780
+25,838
| +372% | +$815K | ﹤0.01% | 1182 |
|
|
2019
Q4 | $612K | Sell |
6,942
-1,678
| -19% | -$148K | ﹤0.01% | 1837 |
|
|
2019
Q3 | $762K | Sell |
8,620
-1,036
| -11% | -$91.6K | ﹤0.01% | 1638 |
|
|
2019
Q2 | $845K | Buy |
9,656
+658
| +7% | +$57.6K | ﹤0.01% | 1593 |
|
|
2019
Q1 | $718K | Sell |
8,998
-84
| -0.9% | -$6.7K | ﹤0.01% | 1653 |
|
|
2018
Q4 | $760K | Buy |
9,082
+390
| +4% | +$32.6K | ﹤0.01% | 1410 |
|
|
2018
Q3 | $774K | Buy |
8,692
+2,404
| +38% | +$214K | ﹤0.01% | 1630 |
|
|
2018
Q2 | $438K | Buy |
+6,288
| New | +$438K | ﹤0.01% | 1964 |
|
|
2018
Q1 | – | Sell |
-15,548
| Closed | -$1.05M | – | 2681 |
|
|
2017
Q4 | $1.05M | Buy |
15,548
+5,807
| +60% | +$391K | 0.01% | 1270 |
|
|
2017
Q3 | $593K | Buy |
9,741
+3,852
| +65% | +$234K | ﹤0.01% | 1617 |
|
|
2017
Q2 | $443K | Buy |
5,889
+508
| +9% | +$38.2K | ﹤0.01% | 1749 |
|
|
2017
Q1 | $380K | Sell |
5,381
-1,132
| -17% | -$79.9K | ﹤0.01% | 1737 |
|
|
2016
Q4 | $475K | Sell |
6,513
-662
| -9% | -$48.3K | ﹤0.01% | 1544 |
|
|
2016
Q3 | $376K | Buy |
7,175
+167
| +2% | +$8.75K | ﹤0.01% | 1650 |
|
|
2016
Q2 | $288K | Sell |
7,008
-33,461
| -83% | -$1.38M | ﹤0.01% | 1740 |
|
|
2016
Q1 | $2.42M | Buy |
+40,469
| New | +$2.42M | 0.03% | 557 |
|