SNS Financial Group’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$694K Buy
6,871
+3
+0% +$303 0.07% 105
2025
Q1
$755K Sell
6,868
-83
-1% -$9.13K 0.08% 99
2024
Q4
$877K Sell
6,951
-138
-2% -$17.4K 0.09% 91
2024
Q3
$967K Buy
7,089
+320
+5% +$43.6K 0.1% 90
2024
Q2
$926K Sell
6,769
-1
-0% -$137 0.1% 88
2024
Q1
$1.01M Buy
6,770
+12
+0.2% +$1.78K 0.11% 84
2023
Q4
$1.06M Sell
6,758
-231
-3% -$36.3K 0.13% 78
2023
Q3
$1.09M Sell
6,989
-22
-0.3% -$3.43K 0.14% 73
2023
Q2
$1.26M Sell
7,011
-20
-0.3% -$3.59K 0.16% 68
2023
Q1
$1.36M Buy
7,031
+48
+0.7% +$9.31K 0.18% 65
2022
Q4
$1.21M Sell
6,983
-178
-2% -$30.9K 0.16% 74
2022
Q3
$1.16M Buy
7,161
+8
+0.1% +$1.29K 0.17% 75
2022
Q2
$1.31M Buy
7,153
+30
+0.4% +$5.47K 0.17% 72
2022
Q1
$1.53M Hold
7,123
0.17% 74
2021
Q4
$1.53M Sell
7,123
-260
-4% -$55.7K 0.16% 73
2021
Q3
$1.34M Hold
7,383
0.16% 81
2021
Q2
$1.54M Sell
7,383
-2,108
-22% -$438K 0.2% 67
2021
Q1
$1.61M Sell
9,491
-60,599
-86% -$10.3M 0.22% 64
2020
Q4
$11.8M Sell
70,090
-15,814
-18% -$2.66M 1.69% 15
2020
Q3
$14.3M Buy
85,904
+84,006
+4,426% +$14M 2.25% 11
2020
Q2
$211K Buy
+1,898
New +$211K 0.04% 162
2020
Q1
Sell
-2,319
Closed -$271K 200
2019
Q4
$271K Sell
2,319
-880
-28% -$103K 0.05% 157
2019
Q3
$383K Sell
3,199
-250
-7% -$29.9K 0.07% 124
2019
Q2
$356K Buy
3,449
+70
+2% +$7.23K 0.07% 134
2019
Q1
$377K Sell
3,379
-155
-4% -$17.3K 0.08% 124
2018
Q4
$345K Sell
3,534
-19
-0.5% -$1.86K 0.09% 120
2018
Q3
$415K Sell
3,553
-69
-2% -$8.06K 0.1% 110
2018
Q2
$385K Buy
3,622
+45
+1% +$4.78K 0.1% 114
2018
Q1
$374K Sell
3,577
-764
-18% -$79.9K 0.1% 110
2017
Q4
$517K Buy
4,341
+124
+3% +$14.8K 0.12% 104
2017
Q3
$506K Sell
4,217
-200
-5% -$24K 0.13% 104
2017
Q2
$488K Buy
4,417
+24
+0.5% +$2.65K 0.13% 103
2017
Q1
$472K Sell
4,393
-973
-18% -$105K 0.12% 106
2016
Q4
$615K Buy
5,366
+2,997
+127% +$343K 0.18% 87
2016
Q3
$259K Sell
2,369
-499
-17% -$54.6K 0.08% 106
2016
Q2
$309K Sell
2,868
-498
-15% -$53.7K 0.08% 93
2016
Q1
$355K Buy
3,366
+1
+0% +$105 0.09% 81
2015
Q4
$324K Sell
3,365
-334
-9% -$32.2K 0.08% 79
2015
Q3
$365K Buy
3,699
+1
+0% +$99 0.1% 77
2015
Q2
$358K Buy
+3,698
New +$358K 0.11% 83