Sowell Financial Services’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 | $1.21M | Sell |
5,240
-273
| -5% | -$62.8K | 0.05% | 364 |
|
|
2025
Q1 | $1.3M | Buy |
+5,513
| New | +$1.3M | 0.06% | 320 |
|
|
2023
Q2 | – | Sell |
-2,749
| Closed | -$553K | – | 816 |
|
|
2023
Q1 | $553K | Buy |
+2,749
| New | +$553K | 0.04% | 415 |
|
|
2021
Q2 | – | Sell |
-15,397
| Closed | -$3.5M | – | 2605 |
|
|
2021
Q1 | $3.5M | Buy |
15,397
+1,838
| +14% | +$418K | 0.12% | 162 |
|
|
2020
Q4 | $2.82M | Buy |
13,559
+700
| +5% | +$146K | 0.12% | 151 |
|
|
2020
Q3 | $2.53M | Sell |
12,859
-1,869
| -13% | -$368K | 0.13% | 143 |
|
|
2020
Q2 | $2.49M | Sell |
14,728
-1,401
| -9% | -$237K | 0.14% | 146 |
|
|
2020
Q1 | $2.28M | Sell |
16,129
-291
| -2% | -$41K | 0.17% | 138 |
|
|
2019
Q4 | $2.97M | Buy |
16,420
+583
| +4% | +$105K | 0.23% | 95 |
|
|
2019
Q3 | $2.57M | Buy |
+15,837
| New | +$2.57M | 0.21% | 100 |
|
|
2019
Q1 | $2.04M | Buy |
12,190
+108
| +0.9% | +$18.1K | 0.23% | 97 |
|
|
2018
Q4 | $1.67M | Buy |
12,082
+375
| +3% | +$51.8K | 0.24% | 91 |
|
|
2018
Q3 | $1.91M | Buy |
11,707
+2,914
| +33% | +$474K | 0.28% | 71 |
|
|
2018
Q2 | $1.31M | Buy |
8,793
+299
| +4% | +$44.4K | 0.28% | 82 |
|
|
2018
Q1 | $1.12M | Buy |
8,494
+1,984
| +30% | +$260K | 0.28% | 86 |
|
|
2017
Q4 | $914K | Buy |
6,510
+1
| +0% | +$140 | 0.22% | 100 |
|
|
2017
Q3 | $762K | Buy |
6,509
+134
| +2% | +$15.7K | 0.2% | 102 |
|
|
2017
Q2 | $657K | Sell |
6,375
-138
| -2% | -$14.2K | 0.19% | 109 |
|
|
2017
Q1 | $704K | Buy |
6,513
+207
| +3% | +$22.4K | 0.21% | 110 |
|
|
2016
Q4 | $688K | Buy |
+6,306
| New | +$688K | 0.23% | 99 |
|