Stephens Consulting’s United Airlines UAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638 | Buy |
+8
| New | +$638 | ﹤0.01% | 830 |
|
|
2024
Q4 | – | Sell |
-121
| Closed | -$6.91K | – | 539 |
|
|
2024
Q3 | $6.91K | Sell |
121
-765
| -86% | -$43.7K | ﹤0.01% | 369 |
|
|
2024
Q2 | $43.1K | Hold |
886
| – | – | 0.01% | 194 |
|
|
2024
Q1 | $42.4K | Hold |
886
| – | – | 0.01% | 190 |
|
|
2023
Q4 | $36.6K | Hold |
886
| – | – | 0.01% | 206 |
|
|
2023
Q3 | $37.5K | Hold |
886
| – | – | 0.02% | 194 |
|
|
2023
Q2 | $48.6K | Hold |
886
| – | – | 0.02% | 169 |
|
|
2023
Q1 | $39.2K | Hold |
886
| – | – | 0.02% | 194 |
|
|
2022
Q4 | $33.4K | Hold |
886
| – | – | 0.02% | 200 |
|
|
2022
Q3 | $28.8K | Buy |
886
+600
| +210% | +$19.5K | 0.03% | 218 |
|
|
2022
Q2 | $10.1K | Sell |
286
-865
| -75% | -$30.6K | 0.01% | 320 |
|
|
2022
Q1 | $53.4K | Buy |
1,151
+1,030
| +851% | +$47.8K | 0.04% | 175 |
|
|
2021
Q4 | $5.3K | Buy |
+121
| New | +$5.3K | ﹤0.01% | 463 |
|