Souders Financial Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Sell |
4,152
-2,255
| -35% | -$519K | 0.12% | 89 |
|
|
2025
Q1 | $1.51M | Sell |
6,407
-5,088
| -44% | -$1.2M | 0.21% | 69 |
|
|
2024
Q4 | $2.62M | Sell |
11,495
-4,552
| -28% | -$1.04M | 0.37% | 64 |
|
|
2024
Q3 | $3.96M | Buy |
16,047
+14,630
| +1,032% | +$3.61M | 0.55% | 53 |
|
|
2024
Q2 | $321K | Buy |
1,417
+27
| +2% | +$6.11K | 0.05% | 140 |
|
|
2024
Q1 | $342K | Sell |
1,390
-15
| -1% | -$3.69K | 0.05% | 140 |
|
|
2023
Q4 | $345K | Buy |
1,405
+1
| +0.1% | +$246 | 0.06% | 136 |
|
|
2023
Q3 | $286K | Buy |
1,404
+4
| +0.3% | +$815 | 0.05% | 142 |
|
|
2023
Q2 | $287K | Buy |
1,400
+17
| +1% | +$3.48K | 0.05% | 137 |
|
|
2023
Q1 | $278K | Buy |
1,383
+2
| +0.1% | +$403 | 0.06% | 135 |
|
|
2022
Q4 | $286K | Buy |
1,381
+5
| +0.4% | +$1.04K | 0.07% | 134 |
|
|
2022
Q3 | $268K | Sell |
1,376
-197
| -13% | -$38.4K | 0.07% | 134 |
|
|
2022
Q2 | $336K | Hold |
1,573
| – | – | 0.1% | 114 |
|
|
2022
Q1 | $430K | Sell |
1,573
-12
| -0.8% | -$3.28K | 0.12% | 110 |
|
|
2021
Q4 | $399K | Hold |
1,585
| – | – | 0.11% | 106 |
|
|
2021
Q3 | $311K | Buy |
1,585
+16
| +1% | +$3.14K | 0.1% | 111 |
|
|
2021
Q2 | $345K | Buy |
1,569
+5
| +0.3% | +$1.1K | 0.12% | 107 |
|
|
2021
Q1 | $345K | Sell |
1,564
-2,801
| -64% | -$618K | 0.14% | 99 |
|
|
2020
Q4 | $909K | Buy |
4,365
+40
| +0.9% | +$8.33K | 0.4% | 54 |
|
|
2020
Q3 | $871K | Buy |
4,325
+1,038
| +32% | +$209K | 0.41% | 54 |
|
|
2020
Q2 | $556K | Buy |
3,287
+1,565
| +91% | +$265K | 0.32% | 67 |
|
|
2020
Q1 | $243K | Buy |
+1,722
| New | +$243K | 0.21% | 78 |
|