Spirit of America Management Corp’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 | $257K | Hold |
2,550
| – | – | 0.05% | 235 |
|
|
2025
Q1 | $280K | Hold |
2,550
| – | – | 0.06% | 223 |
|
|
2024
Q4 | $322K | Hold |
2,550
| – | – | 0.07% | 211 |
|
|
2024
Q3 | $348K | Hold |
2,550
| – | – | 0.07% | 208 |
|
|
2024
Q2 | $349K | Hold |
2,550
| – | – | 0.07% | 197 |
|
|
2024
Q1 | $379K | Hold |
2,550
| – | – | 0.08% | 187 |
|
|
2023
Q4 | $401K | Buy |
2,550
+100
| +4% | +$15.7K | 0.09% | 175 |
|
|
2023
Q3 | $382K | Hold |
2,450
| – | – | 0.09% | 165 |
|
|
2023
Q2 | $439K | Hold |
2,450
| – | – | 0.1% | 151 |
|
|
2023
Q1 | $475K | Hold |
2,450
| – | – | 0.11% | 135 |
|
|
2022
Q4 | $426K | Hold |
2,450
| – | – | 0.1% | 149 |
|
|
2022
Q3 | $396K | Buy |
2,450
+200
| +9% | +$32.3K | 0.09% | 156 |
|
|
2022
Q2 | $411K | Hold |
2,250
| – | – | 0.09% | 160 |
|
|
2022
Q1 | $483K | Buy |
2,250
+200
| +10% | +$42.9K | 0.09% | 158 |
|
|
2021
Q4 | $439K | Hold |
2,050
| – | – | 0.09% | 164 |
|
|
2021
Q3 | $373K | Buy |
2,050
+150
| +8% | +$27.3K | 0.08% | 172 |
|
|
2021
Q2 | $395K | Buy |
1,900
+900
| +90% | +$187K | 0.08% | 168 |
|
|
2021
Q1 | $170K | Buy |
+1,000
| New | +$170K | 0.04% | 197 |
|
|
2015
Q1 | – | Sell |
-4,676
| Closed | -$520K | – | 343 |
|
|
2014
Q4 | $520K | Hold |
4,676
| – | – | 0.13% | 175 |
|
|
2014
Q3 | $460K | Sell |
4,676
-1,050
| -18% | -$103K | 0.14% | 192 |
|
|
2014
Q2 | $588K | Hold |
5,726
| – | – | 0.23% | 133 |
|
|
2014
Q1 | $558K | Buy |
+5,726
| New | +$558K | 0.23% | 140 |
|
|
2013
Q4 | – | Sell |
-5,726
| Closed | -$523K | – | 184 |
|
|
2013
Q3 | $523K | Hold |
5,726
| – | – | 0.19% | 152 |
|
|
2013
Q2 | $495K | Buy |
+5,726
| New | +$495K | 0.18% | 164 |
|