SBIA
Sheaff Brock Investment Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $506K | Buy |
2,142
+39
| +2% | +$9.21K | 0.05% | 251 |
|
|
2024
Q4 | $480K | Sell |
2,103
-13
| -0.6% | -$2.97K | 0.04% | 261 |
|
|
2024
Q3 | $521K | Hold |
2,116
| – | – | 0.05% | 246 |
|
|
2024
Q2 | $479K | Sell |
2,116
-343
| -14% | -$77.6K | 0.04% | 254 |
|
|
2024
Q1 | $605K | Sell |
2,459
-300
| -11% | -$73.8K | 0.04% | 255 |
|
|
2023
Q4 | $678K | Buy |
2,759
+16
| +0.6% | +$3.93K | 0.05% | 221 |
|
|
2023
Q3 | $558K | Sell |
2,743
-340
| -11% | -$69.2K | 0.05% | 233 |
|
|
2023
Q2 | $631K | Sell |
3,083
-489
| -14% | -$100K | 0.05% | 220 |
|
|
2023
Q1 | $719K | Sell |
3,572
-22
| -0.6% | -$4.43K | 0.07% | 205 |
|
|
2022
Q4 | $744K | Sell |
3,594
-69
| -2% | -$14.3K | 0.07% | 199 |
|
|
2022
Q3 | $714K | Buy |
3,663
+13
| +0.4% | +$2.53K | 0.08% | 194 |
|
|
2022
Q2 | $778K | Buy |
3,650
+66
| +2% | +$14.1K | 0.07% | 184 |
|
|
2022
Q1 | $979K | Buy |
3,584
+171
| +5% | +$46.7K | 0.07% | 180 |
|
|
2021
Q4 | $860K | Sell |
3,413
-113
| -3% | -$28.5K | 0.06% | 192 |
|
|
2021
Q3 | $692K | Buy |
3,526
+46
| +1% | +$9.03K | 0.05% | 211 |
|
|
2021
Q2 | $765K | Buy |
3,480
+64
| +2% | +$14.1K | 0.06% | 203 |
|
|
2021
Q1 | $753K | Buy |
3,416
+121
| +4% | +$26.7K | 0.06% | 192 |
|
|
2020
Q4 | $686K | Sell |
3,295
-182
| -5% | -$37.9K | 0.06% | 190 |
|
|
2020
Q3 | $685K | Buy |
3,477
+1
| +0% | +$197 | 0.06% | 182 |
|
|
2020
Q2 | $588K | Sell |
3,476
-253
| -7% | -$42.8K | 0.06% | 200 |
|
|
2020
Q1 | $526K | Sell |
3,729
-5,388
| -59% | -$760K | 0.07% | 179 |
|
|
2019
Q4 | $1.65M | Sell |
9,117
-48
| -0.5% | -$8.68K | 0.16% | 87 |
|
|
2019
Q3 | $1.48M | Sell |
9,165
-48
| -0.5% | -$7.77K | 0.16% | 92 |
|
|
2019
Q2 | $1.56M | Buy |
9,213
+4,402
| +91% | +$744K | 0.17% | 85 |
|
|
2019
Q1 | $804K | Sell |
4,811
-198
| -4% | -$33.1K | 0.1% | 168 |
|
|
2018
Q4 | $692K | Buy |
5,009
+261
| +5% | +$36.1K | 0.11% | 172 |
|
|
2018
Q3 | $773K | Sell |
4,748
-8,848
| -65% | -$1.44M | 0.07% | 189 |
|
|
2018
Q2 | $1.93M | Sell |
13,596
-1,296
| -9% | -$184K | 0.19% | 82 |
|
|
2018
Q1 | $2M | Buy |
14,892
+10,350
| +228% | +$1.39M | 0.21% | 76 |
|
|
2017
Q4 | $609K | Sell |
4,542
-5,699
| -56% | -$764K | 0.08% | 223 |
|
|
2017
Q3 | $1.19M | Buy |
10,241
+1
| +0% | +$116 | 0.16% | 122 |
|
|
2017
Q2 | $1.12M | Sell |
10,240
-1,349
| -12% | -$147K | 0.15% | 137 |
|
|
2017
Q1 | $1.23M | Buy |
11,589
+5,971
| +106% | +$632K | 0.16% | 122 |
|
|
2016
Q4 | $582K | Buy |
5,618
+1,302
| +30% | +$135K | 0.07% | 263 |
|
|
2016
Q3 | $421K | Sell |
4,316
-799
| -16% | -$77.9K | 0.06% | 295 |
|
|
2016
Q2 | $446K | Buy |
5,115
+471
| +10% | +$41.1K | 0.06% | 295 |
|
|
2016
Q1 | $369K | Buy |
4,644
+391
| +9% | +$31.1K | 0.05% | 342 |
|
|
2015
Q4 | $333K | Buy |
+4,253
| New | +$333K | 0.04% | 385 |
|