Southern Capital Advisors’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 | $9.3M | Sell |
92,160
-34
| -0% | -$3.43K | 4.76% | 6 |
|
|
2025
Q1 | $10.1M | Buy |
92,194
+468
| +0.5% | +$51.5K | 5.62% | 5 |
|
|
2024
Q4 | $11.6M | Sell |
91,726
-1,979
| -2% | -$250K | 6.4% | 4 |
|
|
2024
Q3 | $12.8M | Sell |
93,705
-2,745
| -3% | -$374K | 7.19% | 4 |
|
|
2024
Q2 | $13.2M | Buy |
96,450
+168
| +0.2% | +$23K | 8.12% | 3 |
|
|
2024
Q1 | $14.3M | Buy |
96,282
+119
| +0.1% | +$17.7K | 8.69% | 3 |
|
|
2023
Q4 | $15.1M | Sell |
96,163
-111
| -0.1% | -$17.5K | 10.74% | 3 |
|
|
2023
Q3 | $15M | Buy |
96,274
+1,856
| +2% | +$289K | 12.48% | 2 |
|
|
2023
Q2 | $16.9M | Buy |
94,418
+2,994
| +3% | +$537K | 12.94% | 2 |
|
|
2023
Q1 | $17.7M | Sell |
91,424
-255
| -0.3% | -$49.5K | 13.13% | 2 |
|
|
2022
Q4 | $15.9M | Sell |
91,679
-79
| -0.1% | -$13.7K | 12.33% | 2 |
|
|
2022
Q3 | $14.8M | Sell |
91,758
-153
| -0.2% | -$24.7K | 12.12% | 2 |
|
|
2022
Q2 | $16.8M | Sell |
91,911
-120
| -0.1% | -$21.9K | 13.3% | 1 |
|
|
2022
Q1 | $19.7M | Sell |
92,031
-132
| -0.1% | -$28.3K | 13.5% | 1 |
|
|
2021
Q4 | $19.8M | Buy |
+92,163
| New | +$19.8M | 12.21% | 1 |
|