Regal Investment Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $542K | Sell |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $476K | Buy |
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|
2024
Q2 | $383K | Buy |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $320K | Sell |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Sell |
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|
2021
Q4 | $264K | Sell |
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|
2021
Q3 | $206K | Sell |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $719K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $276K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.01M | Sell |
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|
2018
Q1 | $2.32M | Sell |
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|
2017
Q4 | $2.45M | Sell |
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|
2017
Q3 | $2.15M | Sell |
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|
2017
Q2 | $2.27M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $28K | Buy |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $16K | Sell |
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|
2014
Q4 | $18K | Sell |
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|
2014
Q3 | $35K | Hold |
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|
2014
Q2 | $32K | Buy |
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|
2014
Q1 | $16K | Hold |
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|
2013
Q4 | $14K | Hold |
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|
2013
Q3 | $13K | Sell |
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|
2013
Q2 | $91K | Buy |
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