RFG Advisory’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
20,714
+5,662
| +38% | +$528K | 0.05% | 309 |
|
|
2025
Q1 | $1.1M | Sell |
15,052
-6,852
| -31% | -$499K | 0.03% | 383 |
|
|
2024
Q4 | $1.32M | Buy |
21,904
+2,748
| +14% | +$166K | 0.04% | 324 |
|
|
2024
Q3 | $1.44M | Buy |
19,156
+8,237
| +75% | +$619K | 0.04% | 305 |
|
|
2024
Q2 | $794K | Sell |
10,919
-1,556
| -12% | -$113K | 0.03% | 391 |
|
|
2024
Q1 | $960K | Buy |
12,475
+888
| +8% | +$68.4K | 0.03% | 365 |
|
|
2023
Q4 | $713K | Buy |
11,587
+3,051
| +36% | +$188K | 0.03% | 375 |
|
|
2023
Q3 | $393K | Buy |
+8,536
| New | +$393K | 0.02% | 450 |
|