RIA Advisory Group’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 | $335K | Hold |
1,455
| – | – | 0.1% | 91 |
|
|
2025
Q1 | $344K | Hold |
1,455
| – | – | 0.11% | 99 |
|
|
2024
Q4 | $332K | Buy |
1,455
+23
| +2% | +$5.24K | 0.11% | 103 |
|
|
2024
Q3 | $353K | Buy |
+1,432
| New | +$353K | 0.12% | 85 |
|
|
2024
Q1 | $406K | Buy |
+1,651
| New | +$406K | 0.16% | 79 |
|
|
2023
Q4 | – | Sell |
-1,634
| Closed | -$333K | – | 194 |
|
|
2023
Q3 | $333K | Buy |
1,634
+1
| +0.1% | +$204 | 0.15% | 77 |
|
|
2023
Q2 | $334K | Hold |
1,633
| – | – | 0.14% | 80 |
|
|
2023
Q1 | $329K | Buy |
+1,633
| New | +$329K | 0.15% | 82 |
|