Safeguard Investment 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 | $228K | Sell |
989
-4
| -0.4% | -$920 | 0.06% | 126 |
|
|
2025
Q1 | $235K | Sell |
993
-13
| -1% | -$3.07K | 0.06% | 119 |
|
|
2024
Q4 | $229K | Buy |
1,006
+157
| +18% | +$35.8K | 0.06% | 97 |
|
|
2024
Q3 | $209K | Buy |
+849
| New | +$209K | 0.06% | 109 |
|
|
2021
Q1 | – | Sell |
-250
| Closed | -$52K | – | 675 |
|
|
2020
Q4 | $52K | Buy |
+250
| New | +$52K | 0.05% | 194 |
|