Resurgent Financial Advisors’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 | $495K | Sell |
2,151
-124
| -5% | -$28.5K | 0.27% | 108 |
|
|
2025
Q1 | $537K | Sell |
2,275
-294
| -11% | -$69.5K | 0.32% | 84 |
|
|
2024
Q4 | $586K | Sell |
2,569
-102
| -4% | -$23.3K | 0.34% | 85 |
|
|
2024
Q3 | $658K | Sell |
2,671
-231
| -8% | -$56.9K | 0.38% | 76 |
|
|
2024
Q2 | $657K | Sell |
2,902
-1,356
| -32% | -$307K | 0.41% | 72 |
|
|
2024
Q1 | $1.05M | Buy |
4,258
+1,057
| +33% | +$260K | 0.56% | 50 |
|
|
2023
Q4 | $786K | Sell |
3,201
-308
| -9% | -$75.7K | 0.48% | 49 |
|
|
2023
Q3 | $715K | Sell |
3,509
-46
| -1% | -$9.37K | 0.49% | 50 |
|
|
2023
Q2 | $727K | Sell |
3,555
-13
| -0.4% | -$2.66K | 0.48% | 51 |
|
|
2023
Q1 | $718K | Sell |
3,568
-3,019
| -46% | -$608K | 0.48% | 52 |
|
|
2022
Q4 | $1.36M | Sell |
6,587
-110
| -2% | -$22.8K | 0.72% | 34 |
|
|
2022
Q3 | $1.31M | Buy |
6,697
+197
| +3% | +$38.4K | 0.87% | 31 |
|
|
2022
Q2 | $1.39M | Buy |
6,500
+2,730
| +72% | +$582K | 0.89% | 27 |
|
|
2022
Q1 | $1.03M | Buy |
3,770
+238
| +7% | +$65K | 0.64% | 37 |
|
|
2021
Q4 | $890K | Buy |
+3,532
| New | +$890K | 0.71% | 39 |
|