Souders Financial Advisors’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	$743K	Sell	987 -440	-31%	-$331K	0.09%	108
2025 Q1	$894K	Sell	1,427 -1,669	-54%	-$1.05M	0.12%	97
2024 Q4	$2.18M	Sell	3,096 -1,299	-30%	-$915K	0.3%	69
2024 Q3	$3.56M	Buy	4,395 +100	+2%	+$81K	0.5%	61
2024 Q2	$2.78M	Buy	+4,295	New	+$2.78M	0.42%	65