Souders Financial Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Sell |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $2.62M | Sell |
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|
2024
Q3 | $3.96M | Buy |
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|
2024
Q2 | $321K | Buy |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $345K | Buy |
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|
2023
Q3 | $286K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $336K | Hold |
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|
2022
Q1 | $430K | Sell |
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|
2021
Q4 | $399K | Hold |
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|
2021
Q3 | $311K | Buy |
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|
2021
Q2 | $345K | Buy |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $909K | Buy |
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|
2020
Q3 | $871K | Buy |
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|
2020
Q2 | $556K | Buy |
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|
2020
Q1 | $243K | Buy |
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