Sterling Financial Group’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 | $467K | Hold |
2,031
| – | – | 0.16% | 46 |
|
|
2025
Q1 | $480K | Sell |
2,031
-45
| -2% | -$10.6K | 0.17% | 42 |
|
|
2024
Q4 | $473K | Sell |
2,076
-800
| -28% | -$182K | 0.18% | 44 |
|
|
2024
Q3 | $709K | Sell |
2,876
-160
| -5% | -$39.4K | 0.3% | 32 |
|
|
2024
Q2 | $687K | Buy |
3,036
+265
| +10% | +$60K | 0.31% | 35 |
|
|
2024
Q1 | $681K | Buy |
2,771
+1,500
| +118% | +$369K | 0.32% | 33 |
|
|
2023
Q4 | $312K | Hold |
1,271
| – | – | 0.19% | 47 |
|
|
2023
Q3 | $259K | Sell |
1,271
-50
| -4% | -$10.2K | 0.16% | 54 |
|
|
2023
Q2 | $270K | Sell |
1,321
-95
| -7% | -$19.4K | 0.18% | 47 |
|
|
2023
Q1 | $293K | Hold |
1,416
| – | – | 0.22% | 43 |
|
|
2022
Q4 | $293K | Buy |
+1,416
| New | +$293K | 0.22% | 43 |
|