Sonora Investment Management Group’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 | $780K | Sell |
1,035
-17
| -2% | -$12.8K | 0.06% | 143 |
|
|
2025
Q1 | $659K | Buy |
1,052
+10
| +1% | +$6.27K | 0.05% | 145 |
|
|
2024
Q4 | $734K | Buy |
1,042
+35
| +3% | +$24.7K | 0.06% | 143 |
|
|
2024
Q3 | $815K | Buy |
1,007
+14
| +1% | +$11.3K | 0.06% | 142 |
|
|
2024
Q2 | $716K | Hold |
993
| – | – | 0.06% | 151 |
|
|
2024
Q1 | $716K | Buy |
993
+6
| +0.6% | +$4.33K | 0.06% | 151 |
|
|
2023
Q4 | $566K | Hold |
987
| – | – | 0.05% | 157 |
|
|
2023
Q3 | $439K | Buy |
987
+267
| +37% | +$119K | 0.04% | 167 |
|
|
2023
Q2 | $321K | Hold |
720
| – | – | 0.03% | 201 |
|
|
2023
Q1 | $285K | Sell |
720
-50
| -6% | -$19.8K | 0.02% | 216 |
|
|
2022
Q4 | $274K | Buy |
+770
| New | +$274K | 0.02% | 217 |
|
|
2022
Q2 | – | Sell |
-675
| Closed | -$240K | – | 260 |
|
|
2022
Q1 | $240K | Sell |
675
-25
| -4% | -$8.89K | 0.03% | 184 |
|
|
2021
Q4 | $233K | Buy |
+700
| New | +$233K | 0.03% | 187 |
|