Southland Equity Partners’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 | $295K | Buy |
2,925
+190
| +7% | +$19.2K | 0.06% | 182 |
|
|
2025
Q1 | $301K | Buy |
2,735
+47
| +2% | +$5.17K | 0.07% | 177 |
|
|
2024
Q4 | $339K | Buy |
2,688
+498
| +23% | +$62.8K | 0.08% | 160 |
|
|
2024
Q3 | $299K | Buy |
2,190
+58
| +3% | +$7.91K | 0.07% | 171 |
|
|
2024
Q2 | $292K | Buy |
2,132
+7
| +0.3% | +$958 | 0.08% | 160 |
|
|
2024
Q1 | $316K | Buy |
2,125
+394
| +23% | +$58.6K | 0.09% | 151 |
|
|
2023
Q4 | $272K | Buy |
1,731
+89
| +5% | +$14K | 0.09% | 156 |
|
|
2023
Q3 | $256K | Buy |
1,642
+74
| +5% | +$11.5K | 0.09% | 155 |
|
|
2023
Q2 | $281K | Buy |
1,568
+172
| +12% | +$30.8K | 0.09% | 146 |
|
|
2023
Q1 | $271K | Buy |
1,396
+36
| +3% | +$6.98K | 0.11% | 146 |
|
|
2022
Q4 | $236K | Buy |
1,360
+103
| +8% | +$17.9K | 0.09% | 155 |
|
|
2022
Q3 | $203K | Buy |
1,257
+9
| +0.7% | +$1.45K | 0.1% | 152 |
|
|
2022
Q2 | $228K | Buy |
1,248
+28
| +2% | +$5.11K | 0.1% | 144 |
|
|
2022
Q1 | $262K | Hold |
1,220
| – | – | 0.11% | 143 |
|
|
2021
Q4 | $261K | Buy |
1,220
+102
| +9% | +$21.9K | 0.11% | 144 |
|
|
2021
Q3 | $204K | Buy |
1,118
+42
| +4% | +$7.65K | 0.09% | 158 |
|
|
2021
Q2 | $224K | Buy |
+1,076
| New | +$224K | 0.11% | 146 |
|