Sigma Planning Corp’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.69M | Sell |
2,246
-65
| -3% | -$49K | 0.05% | 350 |
|
2025
Q1 | $1.45M | Buy |
2,311
+383
| +20% | +$240K | 0.05% | 369 |
|
2024
Q4 | $1.36M | Sell |
1,928
-53
| -3% | -$37.3K | 0.04% | 388 |
|
2024
Q3 | $1.6M | Buy |
1,981
+83
| +4% | +$67.2K | 0.05% | 354 |
|
2024
Q2 | $1.23M | Buy |
1,898
+56
| +3% | +$36.2K | 0.04% | 419 |
|
2024
Q1 | $1.33M | Buy |
1,842
+1,157
| +169% | +$835K | 0.04% | 418 |
|
2023
Q4 | $393K | Sell |
685
-1,561
| -70% | -$894K | 0.03% | 538 |
|
2023
Q3 | $999K | Buy |
2,246
+134
| +6% | +$59.6K | 0.04% | 466 |
|
2023
Q2 | $941K | Sell |
2,112
-504
| -19% | -$225K | 0.03% | 475 |
|
2023
Q1 | $1.04M | Buy |
2,616
+113
| +5% | +$44.7K | 0.03% | 499 |
|
2022
Q4 | $890K | Sell |
2,503
-35
| -1% | -$12.4K | 0.03% | 536 |
|
2022
Q3 | $686K | Buy |
2,538
+8
| +0.3% | +$2.16K | 0.03% | 601 |
|
2022
Q2 | $615K | Buy |
2,530
+59
| +2% | +$14.3K | 0.02% | 668 |
|
2022
Q1 | $878K | Buy |
2,471
+771
| +45% | +$274K | 0.03% | 594 |
|
2021
Q4 | $565K | Buy |
1,700
+455
| +37% | +$151K | 0.02% | 792 |
|
2021
Q3 | $437K | Buy |
1,245
+18
| +1% | +$6.32K | 0.01% | 868 |
|
2021
Q2 | $391K | Sell |
1,227
-41
| -3% | -$13.1K | 0.01% | 926 |
|
2021
Q1 | $418K | Sell |
1,268
-26
| -2% | -$8.57K | 0.01% | 832 |
|
2020
Q4 | $300K | Sell |
1,294
-111
| -8% | -$25.7K | 0.01% | 888 |
|
2020
Q3 | $245K | Buy |
+1,405
| New | +$245K | 0.01% | 865 |
|
2020
Q1 | – | Sell |
-2,845
| Closed | -$474K | – | 1088 |
|
2019
Q4 | $474K | Sell |
2,845
-627
| -18% | -$104K | 0.02% | 609 |
|
2019
Q3 | $433K | Buy |
3,472
+1,635
| +89% | +$204K | 0.02% | 623 |
|
2019
Q2 | $244K | Buy |
+1,837
| New | +$244K | 0.01% | 814 |
|
2019
Q1 | – | Sell |
-2,288
| Closed | -$235K | – | 972 |
|
2018
Q4 | $235K | Buy |
+2,288
| New | +$235K | 0.02% | 678 |
|
2018
Q3 | – | Sell |
-1,997
| Closed | -$295K | – | 981 |
|
2018
Q2 | $295K | Buy |
+1,997
| New | +$295K | 0.02% | 653 |
|
2018
Q1 | – | Sell |
-1,223
| Closed | -$210K | – | 911 |
|
2017
Q4 | $210K | Buy |
+1,223
| New | +$210K | 0.02% | 755 |
|
2016
Q1 | – | Sell |
-2,996
| Closed | -$217K | – | 769 |
|
2015
Q4 | $217K | Buy |
+2,996
| New | +$217K | 0.03% | 564 |
|
2015
Q3 | – | Sell |
-3,213
| Closed | -$282K | – | 743 |
|
2015
Q2 | $282K | Buy |
+3,213
| New | +$282K | 0.04% | 505 |
|