Stamos Capital Partners’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26,370
| Closed | -$994K | – | 130 |
|
|
2022
Q4 | $994K | Buy |
26,370
+11,000
| +72% | +$415K | 0.31% | 78 |
|
|
2022
Q3 | $500K | Buy |
+15,370
| New | +$500K | 0.13% | 140 |
|
|
2021
Q1 | – | Sell |
-45,000
| Closed | -$1.95M | – | 54 |
|
|
2020
Q4 | $1.95M | Sell |
45,000
-27,000
| -38% | -$1.17M | 0.83% | 33 |
|
|
2020
Q3 | $2.5M | Buy |
72,000
+22,000
| +44% | +$765K | 0.93% | 27 |
|
|
2020
Q2 | $1.73M | Sell |
50,000
-14,717
| -23% | -$510K | 0.99% | 25 |
|
|
2020
Q1 | $2.04M | Buy |
+64,717
| New | +$2.04M | 1.08% | 35 |
|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$251K | – | 89 |
|
|
2018
Q4 | $251K | Buy |
+3,000
| New | +$251K | 0.19% | 68 |
|