RIA
Regal Investment Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,294
| Closed | -$542K | – | 504 |
|
|
2025
Q1 | $542K | Sell |
2,294
-97
| -4% | -$22.9K | 0.04% | 311 |
|
|
2024
Q4 | $545K | Buy |
2,391
+461
| +24% | +$105K | 0.04% | 309 |
|
|
2024
Q3 | $476K | Buy |
1,930
+239
| +14% | +$58.9K | 0.03% | 364 |
|
|
2024
Q2 | $383K | Buy |
1,691
+156
| +10% | +$35.3K | 0.03% | 402 |
|
|
2024
Q1 | $378K | Buy |
1,535
+71
| +5% | +$17.5K | 0.03% | 410 |
|
|
2023
Q4 | $360K | Sell |
1,464
-106
| -7% | -$26K | 0.03% | 386 |
|
|
2023
Q3 | $320K | Sell |
1,570
-82
| -5% | -$16.7K | 0.03% | 375 |
|
|
2023
Q2 | $338K | Buy |
1,652
+72
| +5% | +$14.7K | 0.03% | 374 |
|
|
2023
Q1 | $318K | Buy |
1,580
+146
| +10% | +$29.4K | 0.03% | 375 |
|
|
2022
Q4 | $297K | Buy |
+1,434
| New | +$297K | 0.03% | 376 |
|
|
2022
Q2 | – | Sell |
-842
| Closed | -$230K | – | 557 |
|
|
2022
Q1 | $230K | Sell |
842
-206
| -20% | -$56.3K | 0.02% | 470 |
|
|
2021
Q4 | $264K | Sell |
1,048
-2
| -0.2% | -$504 | 0.02% | 460 |
|
|
2021
Q3 | $206K | Sell |
1,050
-5,006
| -83% | -$982K | 0.02% | 500 |
|
|
2021
Q2 | $1.33M | Buy |
+6,056
| New | +$1.33M | 0.13% | 159 |
|
|
2021
Q1 | – | Sell |
-3,455
| Closed | -$719K | – | 396 |
|
|
2020
Q4 | $719K | Buy |
+3,455
| New | +$719K | 0.08% | 220 |
|
|
2020
Q3 | – | Sell |
-1,634
| Closed | -$276K | – | 270 |
|
|
2020
Q2 | $276K | Buy |
+1,634
| New | +$276K | 0.05% | 258 |
|
|
2018
Q3 | – | Sell |
-14,213
| Closed | -$2.01M | – | 343 |
|
|
2018
Q2 | $2.01M | Sell |
14,213
-3,023
| -18% | -$428K | 0.61% | 44 |
|
|
2018
Q1 | $2.32M | Sell |
17,236
-1,004
| -6% | -$135K | 0.51% | 57 |
|
|
2017
Q4 | $2.45M | Sell |
18,240
-269
| -1% | -$36.1K | 0.55% | 55 |
|
|
2017
Q3 | $2.15M | Sell |
18,509
-2,311
| -11% | -$268K | 0.5% | 66 |
|
|
2017
Q2 | $2.27M | Buy |
+20,820
| New | +$2.27M | 0.56% | 64 |
|
|
2015
Q4 | – | Sell |
-325
| Closed | -$28K | – | 842 |
|
|
2015
Q3 | $28K | Buy |
325
+175
| +117% | +$15.1K | 0.01% | 506 |
|
|
2015
Q2 | $14K | Hold |
150
| – | – | ﹤0.01% | 612 |
|
|
2015
Q1 | $16K | Sell |
150
-1
| -0.7% | -$107 | ﹤0.01% | 602 |
|
|
2014
Q4 | $18K | Sell |
151
-169
| -53% | -$20.1K | ﹤0.01% | 555 |
|
|
2014
Q3 | $35K | Hold |
320
| – | – | 0.01% | 463 |
|
|
2014
Q2 | $32K | Buy |
320
+235
| +276% | +$23.5K | 0.01% | 458 |
|
|
2014
Q1 | $16K | Hold |
85
| – | – | 0.01% | 560 |
|
|
2013
Q4 | $14K | Hold |
85
| – | – | 0.01% | 527 |
|
|
2013
Q3 | $13K | Sell |
85
-500
| -85% | -$76.5K | 0.01% | 559 |
|
|
2013
Q2 | $91K | Buy |
+585
| New | +$91K | 0.05% | 241 |
|